Ally supports three 'types' of OKRs - Organization, Team, and Individual. The type of an Objective can be determined when you're adding the Objective.
Adding Organization OKRs

  1. With Ally, you can set Organization level Objectives from the main menu on the left. 

  2. Navigate to the OKRs view header, and click on 'Add Objective' to start adding organization OKRs.

Creating Team OKRs

Team or Department OKRs on Ally can be set once teams have been set up.

  1. To create a Team / Department on Ally, select 'Create a Team' under 'All Teams' on the left panel. 

  2. Alternatively, navigate to Admin Dashboard by clicking Admin from the left menu.  Under the 'Teams' tab, add a new team, assign a primary team manager or secondary team manager and add team members. Once created you should be able to see the teams listed on your left menu.

  3. Navigate to any team and click on 'Add Objective' to start adding team OKRs.

Creating Individual OKRs

Individual OKRs can be added from the left menu by clicking on the first option titled 'My OKRs'. By default, users land on their OKRs when they login to Ally.

Editing the type of an OKR

While adding an Objective, you can change the type by clicking on the 'Type' dropdown in the Add Objective view.

You can also edit an Objective's type from the OKR list view directly. Each objective type (Organization, Team, Individual) is indicated by an icon present right next to the Objective. You can directly click on the icon and change the type from the dropdown.

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