A short guide to get you started with Simple OKR
We prepared this guide to help you get started with Simple OKR. We will show you how to invite your team, set OKRs, perform status updates, and monitor OKR performance.
To get started, you need to create a Simple OKR account. We offer a free trial which gives you an opportunity to try out the product and see how everything fits together.
If you use Google, you can sign up with your Google account. If you don’t have a Google account, or you don’t want to use Google to log in, you can complete the regular email sign up form.
Simple OKR is meant for teams. You can invite your team to the app by going to
Settings -> Users
Create Invitation Linkto create a new invitation link. Copy this link and share it with anyone you’d like to join your account. You can share the link via email, a chat application, or any other means of communication you use at work.
As a security precaution, make sure to turn off the link after everyone joined your account. Anyone who gains access to the link will be able to join your account while the invitation link is active.
In order to create company Objectives, you need to create and configure a leadership team. The members of this team will be allowed to draft and set company level objectives.
Settings -> Teamsand create a leadership team. Let's call it
Executive Team. Then go to
Settings -> Companyto update company settings. Set the team you created as your leadership team.
If you're a member of the leadership team, don't forget to add yourself as a team member. Only team members can create company objectives. Team members can only be added to the team by the team manager.
You can create new objectives by going to
Objectivespage. Let's create a company Objective by going to the
Companytab and clicking
New Objective. You will be presented with a New Objective dialog.
Enter details about the Objective and click on
After the Objective is created we need to set Key Results for tracking Objective's performance. Click on the name of the objective to get to the Objective's page. Once there, Click on
Add Key Resultto add a new Key Result. You will be presented with a dialog setup new Key Result.
Fill out the details and click on
Create Key Result. You can repeat this step to add as many OKRs as you want.
It's important to keep the Objective's up to date. You can do so by submitting a status update. Status updates can be submitted either from the Objective's page or from
My Homepagepage. Let's go to
My Homepage -> Objectives. You should see a status update button next to the Key Result. You will be presented with a status update dialog.
Once you have your Objectives set, you can track their progress and performance from the