How do I put my goals into Tability?

The video shows Tability's previous spreadsheet-import interface. Follow the current AI Importer instructions below.

Creating a new plan

All goals will live in a plan. Learn more about plans here.

You can add goals to Tability in several ways:

• Import OKRs from an XLSX or CSV spreadsheet with the AI Importer

• Generate goals with AI

• Start from scratch by writing goals manually

Importing OKRs and KPIs

Open AI Importer from the Plans section and choose Import OKRs or Import KPIs. Tability analyzes the spreadsheet and creates a private proposal where you can fix, exclude, or reassign items before importing anything.

The spreadsheet does not need to follow a fixed template. Clear titles, labels, units, owners, and dates help the AI interpret it accurately.

See Import OKRs and KPIs with AI for the complete workflow.

Generate goals with AI and get automated feedback

To create your goals with AI, add your overall objective or goal (or what you're looking to work on), then add any relevant context. After your goal has been generated, you can continue to chat with the AI to refine the goal.

Once your goals have been written, you can generate AI feedback to help you refine your OKRs to best practices.

Learn more about our goal-setting AI.

Ensure your plan is set up correctly

Check out the plan score and review the tips for improving your score before publishing your plan.