How to attach documents to your OKRs?
Category: OKRs
Profit.co allows users to attach documents as a part of their check-ins.
Why this feature?
During check-ins, you may have the need to attach documents that provide evidence or records to the check-ins that you perform. As a sign of progress and to record every check-in detail, this feature has been implemented. You can attach a collection of files, documents, and links to both Objectives and Key Results.
Step 1
Navigate to All OKRs, and select the name of the Objective for which you need to attach the documents.
Step 2
Go to the View Details page, and select the Documents tab in the OKR menu. Click on the Add icon, and select From Computer, to attach documents from your device.
Step 3
A pop-up window will appear, select the document you want to attach and click on Open.
The selected file will be added to your list of Documents.
Note: The document will be added with the information of document size, uploaded time and date, and user who uploaded the document. You can also add links and update documents from google drive following the same procedure.
Related Blog Post
To learn more about how to create notes for a key result, click here.
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