How to set a key result with milestone targets

Not every key result is going to be a metric

When your key result is tied to completing work — not just hitting a number — it can be tricky to measure progress in a way that actually reflects momentum. In Tability, we turn task-based goals into trackable milestones and surface them as progress you can trust, without having to update every single to-do manually.

Follow these simple steps to make it easy for your team to track their milestones without losing the functionality that makes tracking your metrics great.

A Premium subscription is required to enable the milestones as a data source for the key result. Without a Premium subscription, you'll have to update the metric manually.

Step 1: Create your OKR

With your milestone key result in mind, we'll create our OKR the regular way. Create an objective, and then for the key result, we'll name it somethine like "Complete Project X."

While creating the OKR, if you already know your milestones, press enter and tab to move from key results to tasks/initiatives.

If you didn't do this step while creating the plan, click on the key result and scroll to the bottom of the key result dashboard to add them:

Step 2: Set up your data connector

Once your milestones are set, you can set the key result to use the completion of the milestones as the data source for the key result. Once you've published your plan, you can click on the key result and at the top choose Connect a data source:

Select Initiative Progress (or task progress, or whatever your team has named initiatives in your workspace), and set the aggregation type to Percentage (this will then set the data to use the percentage of completed initiatives as the metric for the key result):

Press Save & Preview and you're connected! You have the choice to also enable auto-sync. Enabling auto sync will have Tability update the percentage on the key result once a day or once a week without you or your team needing to do a check-in (though we still recommend doing it!). Now, we want to move over to the Target section. If you have AI metric detection turned on, you may have the metric set to confidence only. We want to have the metric go from X to Y (and specifically from 0% to 100%) in order to track appropriately:

Hit Save and that's it! Your goal will now update it's percentage based on how many of the initiatives have been completed.