Course 4: Setting OKRs in Tability

Setting up OKRs in Tability goes through Plans. Plans are how you group your OKRs for easy reporting.

Create a new plan, give it a name, set your timeline to a calendar quarter or a custom timeline and start writing.

Writing OKRs from scratch starts with your Objective, then hit Enter then Tab to write your key results. By default you have AI metric detection enabled, which will set the metric for you based on the text of your key results.

You can also import your OKRs from other tools with the Magic import. Import from a CSV, an image (like a screenshot), or from text. After importing your OKRs, you can set the metrics automatically using the purple metric detection button on the right.

Need to update a metric to something different? Click on the metric to set it to whatever you'd like or remove the target altogether.

Finally, you can use AI to automatically generate an OKR. We'll also provide some questions to answer to refine your OKR by chatting back and forth with the AI.

After you've added your OKRs, you'll see a plan score on the right side. Anything that's not green will be described lower on the page in the Tips section. Click on what needs improving and you'll see your goals highlighted in Purple with details on what to change and how to change it.

When building your plans, the best bet is to have no more than 2-3 objective with no more than 3-5 key results per objective. Too many goals will burn out your team, and too few key results will make it difficult to say you accomplished your objectives. Also beware of not using metrics— too many goals without metrics is a task list, not an OKR. Absolute numbers are also easier for tracking. Instead of increasing weekly active users by 20%, for instance, set your metric to be the way your team will track it (i.e. 1200 weekly active users up from 1000).