How to create predefined filters for OKRs in profit.co?

Profit.co provides an option to create pre-defined statuses that filter the current status on both OKRs and Task.

Why this feature?

By using this feature you can create, edit and update new status as per your needs for your OKRs. This filter enables you to filter OKRs based on the status and helps in monitoring them efficiently.

To create predefined filters i.e. Statuses in OKRs follow the below steps.

Step 1:

Navigate to Settings → OKRs → Statuses from the left navigation panel.

Step 2:

In the Status Page, click on the Create button to create a new status.

Note: All the default and previously created statuses will be present in the menu and the Status for the first check-in will be On Track by default.

Step 3:

In the Create Status page, Enter the Name, Description, and Confidence percentage, and select the color code for marking. Once done, click Create.

Note: Inputs marked with * are mandatory.

For instance, Let’s create a Status named Urgent and add it to OKR statuses.

Step 4:

Enable the Toggle for Urgent to add Status to the OKRs list page.

While making the check-ins for OKRs we can set the newly created status.

Also, the newly created Status named Urgent will be added to the Status menu on the OKRs main page..

Related Answer Post

To learn more about how to create statuses for Tasks, click here.