How to add/create a Workspace/Board under an OKR ?

Profit.co provides an option to add a new Key result by clicking on “Add Workspace/Board” which shows the default and created board and workspace present in Tasks, for creating a Task tracked KR. Also, there will be a pop-up to create a new Workspace/Board through this process.

Why this feature?

• This feature allows users to create and link workspaces/boards directly within OKRs, simplifying task tracking without leaving the OKR workflow.
• By avoiding the need to switch modules, users save time and can focus on key result alignment and execution in one streamlined process.

Step 1

While creating a new Key Result, you'll see an option called “Add Workspace/Board”, which displays the existing workspaces and boards in Task Management.

You will also have a "+" icon to create a new Board or Workspace.

Step 2

For example, let's create a Workspace named "Customer Experience Improvement."

Note: When creating a new Workspace, a default Board will be created automatically.

Let’s create a new Board named "Feedback Analysis and Action Plan."

Step 3

The newly created Board and Workspace will also be reflected as a Key Result.

Additionally, the new Workspace and Board will appear in the Tasks module.

Related Answer Post

To learn more about the process of creating Task Tracked key results, click here.

To learn more about how to create/edit the task statuses at the workspace click here.