How do I create notes for a key result?

Category: OKRs

Profit allows users to add notes for the key result(s). 

Anyone who has access to the key result(s) can go through the notes and act accordingly on the key result.

Note: You will be able to add notes to all the key results you have access to.  

Let’s say you have a key result - Achieve $2Mn sales growth in the EMEA region in an objective and want to add notes to it.

Step 1:

From the left navigation panel, select OKRs My Individual OKRs.

You will be directed to My Individual OKRs page.

Step 2:

Click on the key result Achieve $2Mn sales growth in the EMEA region and you will be directed to the key result’s detail page.

Click on the Notes tab and navigate to the notes list section.



Click
Add.



Let’s assume you want to add a note to this key result regarding email campaigning.

  • Enter your notes in the Describe your notes here field - Plan and start the email campaigning by mid of next week. 

  • Click Create.

Your note is now added to the key result.

 

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