In this article, we’re going to explain how to create an Objective. We'll also cover off how to create one from the Organisation, Team and Profile pages, as well as how to edit an existing OKR.
How to create a Company Objective
From your Just3Things landing page, click on 'Options' and then select 'Add a Company Objective' to access the Objective creation flow:
You'll be presented with a form for you to fill out. We'll explain each field as follows:
What do you want to achieve? - This is the title of your objective and should be short and succinct so that anyone viewing your objective on the platform has an immediate understanding of its purpose. (This is a required field.)
How are you going to do it? - If you want to add some additional detail to your objective, i.e you have a plan for how you are going to achieve the Objective, or perhaps some additional detail on the why behind the Objective, you can add this here.
Start date - This is the start date of the objective. This does not have to be today’s date, and in fact you can backdate this or even specify a future date if the objective is not due to begin for some time. (This is particularly useful if you’re setting up objectives for the next quarter.)
End date - This is the date by which your objective should be completed. Keep in mind that the objective will still remain active after the due date, until it is automatically archived. Whilst not common, you can also backdate the end date of this objective, i.e if you started using J3T after you’d already had some objectives and simply want all of these to appear in J3T.
Teams, Individuals and Goal Leaders - You can specify who is responsible for the Objective and can also highlight who is the 'Goal Leader', i.e this might be the primary person in charge of managing this Objective.
Show percentage progress? - If you’d like, you can display a progress bar on your objective. Progress will be calculated based on the progress of this objective's key results. The calculation uses the average progress of each of the key results that have progress bars turned on. Key results are weighted equally. Keep in mind that you cannot manually override the calculated progress.
Should this be visible to everyone? - In some situations you may wish to create a private objective. Perhaps its for a personal objective, or you aren’t ready to have the objective appear publicly, i.e it needs to remain in draft for now. Keep in mind, however, that you cannot make a public objective private - you can only make a private objective public. So if your objective is of a sensitive nature, make sure you remember to make it private before creating it.
Is this a company OKR? - If this Objective is a top level Objective that should appear for all to see within the organisation, set the option here. (This is set to 'shown' by default if you've created this Objective from the Organisation page.)
What long-term strategy does this support? - You can directly align the Objective under a strategy that it contributes to. Simply click on this field to be presented with a list of strategies. If your objective aligns to multiple strategies, you can select each of them from the list.
Once you’ve finished filling out these fields, you can scroll to the bottom of the page and select ‘Add Objective’ to create your objective:
That's it! After correctly filling out the form and clicking 'Add Objective' you will be redirected to your newly created Objective. From here, you can add a Key Result to start measuring your progress or check-in with updates on how things are progressing.
How to create an objective from your Profile page:
To create a personal objective, you need to visit your Profile page. From there, click 'Options' and select 'Add an Objective' to create a personal objective:
How to create an Objective from a Team page:
First, visit the team page you want to create an objective for. Click on the 'Options' button and click 'Add a Team Objective' button to the top right of the page:
How to edit an Objective
(Please note: To edit an objective, you must be a member of the objective or a System Administrator.)
Navigate to the Objective you want to edit. Click on the Options button to the right of the Objective and click 'Edit':
This brings up the same options as you would encounter when creating an Objective, as detailed at the start of this article. From here, edit any of the details as needed, and click 'Save Objective' at the bottom of the page to save your changes.
This concludes how to edit your Objective.
Need some help?
If you have any questions or need further guidance around this topic, feel free to contact your J3T representative by clicking on the blue speech bubble icon to the bottom right of the page and initiating a conversation like this:
Or alternatively you can also send an email to 'email@example.com'.