Welcome to your new OKR System! This guide will help you navigate the template, use it effectively, and understand how to connect it with other databases for a seamless workflow.

1. Getting Started

Understanding the Components

• Dashboard: The central hub displays views of all databases.
• Master Objectives Database: High-level goals your organization or team wants to achieve.
• Key Results Database: Measurable milestones linked to each objective.
• Task Database: Relevant tasks to meet your Key Results.
• Timeline Database: Sessions related to the same task.

2. How to Use Each Database

A. Master Objectives Database

• On the Dashboard → Objectives View → Click New to add a new objective.
• Fill out the properties:
  • Objective Name: A clear, inspiring goal.
  • Owner: The person responsible.
  • Priority: Choose High, Medium, or Low.
  • Status: Track whether it’s Not Started, In Progress, or Completed.
  • Deadline: Set a realistic target date.

B. Key Results Database

• Each objective links to measurable results in this database.
• On the Dashboard → Key Results View → Click New to add a key result and complete the properties:
  • Key Result Name: What you want to achieve (e.g., "Increase website traffic by 30%").
  • Linked Objective: Use the relation property to connect it to its parent objective.
  • Target Metric: The desired outcome (e.g., 30%).
  • Current Metric: Update this regularly as work progresses.
  • Owner: Assign responsibility.
  • Deadline: Define when it should be achieved.

C. Tasks Database

• On the Dashboard → Key Results View → Click New to add a new task.
• Fill in the following fields:
  • Task Name: Give your task a clear and concise name.
  • Linked Key Result: This property connects the task to its parent key result.
  • Priority: Choose High, Medium, or Low.
  • Type: Categorize your task (e.g., Work, Personal, Writing, etc.).
  • Status: Update the progress of your task (Not Started, In Progress, Completed).
  • Due Date: Add a deadline to stay on track.
  • Tags: Add keywords or categories to organize your tasks.
  • Notes: Add detailed instructions or subtasks for the task.