Overview
Every organization has unique reporting needs, or may want to capture information related to a process or subprocess tied to OKRs. Custom fields in OKRs allow you to:
Create more fine tuned reporting across the org.
Capture key information required to drive your operating rhythm.
Requirements
You need the Governance role to create custom fields. This is geared towards program managers, results management leaders, and those who drive the process behind the program.
Custom Fields are found in their own column when exporting to Excel. You can find out more about exporting to Excel in this article.
Examples
You might use custom fields more specifically to:
Capture and report on risks related to your Objectives or Key Results
Create the option to select from dropdown list of regions or projects
Capture the impact or a specific plan related to these KRs
Capture information with your language and your intent that may not be represented with the default settings
Create Custom Fields
Select the 9-square waffle menu from the top navigation bar and choose Governance from the dropdown
Click Custom fields from the left-side menu
Select the tab where you'd like to enter custom fields: Objectives, Key Results, or User profile
Click Add your first custom field
Enter fields such as Field name, Category, Field description, Tooltip description, and Field type
Check the box to specify whether or not the field should be required
Determine the view permission for the custom fields between the following options:
Visible to everyone in the entire organization: this field will be visible to everyone in the organization when setting up an Objective, Key Result, or user profile.
Search by team or business group: this field will only be visible to users that are a part of the selected team or business.
When finished, select Save to create your custom field.
Edit, Delete, or Archive Custom Fields
You can edit, delete, or archive custom fields at anytime.
Edit Custom Fields
Click the pencil icon next to the custom field
Edit fields as intended
When finished, click Save
Delete Custom Fields
Click the kebab menu (3 dots) next to the custom field you'd like to delete
Select Delete
Archive Custom Fields
Click the kebab menu (3 dots) next to the custom field you'd like to archive
Select Archive