Settings and CSV import

Tune how OKRs work in your company and bulk-load objectives from a spreadsheet.

When to use

Use this at set-up, to tune how OKRs behave in your company, and at the start of a cycle, to load many objectives at once from a spreadsheet instead of typing them.

Before you start

• Permission: okrs:write for the four settings pages and for import; settings:read to open Settings.
• Settings cover check-ins, visibility, alignment and scoring.
• Import creates objectives from CSV after a preview; export gives you the current objectives as CSV.

Settings pages

Import

Use /okr/objectives/import to upload a CSV of objectives; row errors are reported back so you can fix and re-upload.

Tips & common mistakes

• Decide visibility and scoring before the first cycle; changing them mid-cycle confuses owners.
• Export a small sample first to get the right CSV columns.
• Fix row errors in the file and re-upload instead of editing by hand afterwards.
• Check-in settings control the rhythm; align it with your management meetings.

Related

• Creating objectives and key results
• Running OKR cycles
• Check-ins and progress tracking