- Plan: Advanced, Performance, Enterprise
- Add on: Available for $49/month billed annually
Roles and Permissions
- Add: Admin, Editor, Product Manager
- Edit: Editor/Product Manager
- Delete: Admin
- View only: Reviewer
Key results help you measure the impact the work you are doing will have on a particular objective.
In this document we will review how to:
Key results exist within objectives. To add a new key result, locate the objective you want to create the key result under, click on the objective to open the slide out and click on Add key result.
Give your key result a name and a progress status to begin with. This may be “on track” as you’ve only just begun.
Next select the contributing initiatives that will help you keep track of the key result.
Once you have added key results to your objectives and linked the contributing cards, you will be able to track progress as you go.
To update progress, click on the progress tracker next to the key result.
Once you update progress, you can enter a status change comment indicating what has changed.
To see all changes in a running list, simply access the "Status change comments" option to view all changes made to the key result.
As you work through and complete initiatives, go back to the key result and record the outcome. Did your work achieve the impact you wanted to achieve? This is the place to record it all!
You can select the completion date, the final progress, outcome, and select any additional initiatives you may have missed.
As key results are completed, you will see how many key results have been completed against the objective.
You can also update your key results post-completion. If you need to go back and make changes to the outcome of the key result, simply click on the number of completed results listed on the objective. This will show you a list of all completed items.
Click on the item name to trigger the editing options.
To delete a key result, click on the objective to prompt the side panel. Locate the ellipsis next to the key result and on the contextual menu select Delete.
Once deleted, a key result cannot be recovered.