What is the use of the "OKRs list view" option on the OKRs settings page in Profit.co?

Category: OKRs

Profit.co allows you to customize the OKR List Page via OKR List View Settings.

What is the use of this feature?

  • You can now customize the OKR List page by adding the necessary viewing and editing actions features for the Objectives and Key Results individually under the OKR List View Option.
  • Customize OKR List Page via Profit.co's settings for tailored display, enhancing clarity, focus, and efficiency in goal management.

Note: Only Super Users can access the OKR list view.

Step 1

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

Switch to the General tab, under this section you can enable the toggle Copy to Clipboard to copy OKR names and additional context to the clipboard.

you can enable/disable the toggles, End of Quarter Presentation, OKR Progress Presentation, KRs Progress Presentation, KRs Progress Presentation - Hierarchical View, and also customize the chart view in the List View Dashboard.

You can also customize the Assignee View.

For instance, if you have selected the option "Icon only," In the OKR assignee view, you can view only the icon image of the assignee.

Step 2

Switch to the Objectives tab, under this section, you can enable the toggle to show the additional context.

Under the Actions menu you can enable/disable the toggle for the Objectives to,

  • Edit
  • View 
  • Review
  • Align
  • Follow
  • Share
  • Move
  • Move to Backlog
  • Clone 
  • Delete 

Step 3

Under the Key Results section, you can enable the toggle to show the latest check-in comment.

In the OKR List View you can view the latest check-in comments.

Also, you can enable the toggle to show the additional Context.

Under the Actions menu you can enable/disable the toggle for the Key Results to,

  • Edit
  • View
  • Align
  • Follow
  • Move
  • Move to Backlog
  • Delete

Step 4 

Under the List Layout page, you will get the option to enable/disable the functions you like.

  • List

  • Gantt

  • Canvas

  • Table

  • Alignments

  • Progress

  • Heatmap

  • Hierarchy

  • Bowler Chart

By enabling the toggle Show Canvas View, we can view the OKRs in a simplified architectural view.

Under the List Layout page, you will get the option to enable/disable the functions you like.


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