Projects in Ally.io

Projects help you keep track of all the work your organization is executing to achieve your OKRs. Like key results, projects can also be created under objectives and other key results in Ally.io, depending on which outcome they help to achieve. You can create a project by clicking on 'Add project' under the appropriate objective or key result. To know more about Projects, read our help article on getting started with Projects.

There are two ways of adding Projects in Ally.io – you can bring projects to Ally.io through an integration with the project management tool you use, or you can create a project with a task list directly in Ally.io.

How to add Projects directly in Ally.io?

From the list view of your OKRs, you will find an option to Add Project underneath the corresponding objective or key result.
Alternately, you can add projects from the Projects tab where your entire list of projects will be populated.

Provide the project details — title, type (individual, team, or organizational project), the project owner, and the time period.
Under the Outcome section, you will find two options to break down your project — either into milestones or by adding tasks to your project. For more details on adding Project Milestones, read our help article.
As for adding tasks to your project, there are two ways in which you can add tasks — either directly in Ally.io or through an integration. For more information on the project integrations we support, read our help article on Projects.
You can add tasks directly by providing the details such as task name, due date and owner.

Note for KPI-based projects

If you are adding a KPI-based project, click on Add a metric to specify the metrics of your project — the starting and target value, the unit, and what the metric is.
You can add tasks to your KPI-based project by selecting Add tasks. The task details you need provide are the task name, the owner, and the due date.
However, these tasks will not roll up to the project. You will still have the option to update the project progress either manually or automatically through an integration but you cannot update the progress automatically based on the completed tasks (though you can add tasks).

Once you have added your tasks, the next step is determining how the progress of the project will be calculated:
- With tasks — project progress can be calculated either manually or automatically based on the completed tasks.
- Without tasks — project progress will be calculated automatically from the connected data source.
Align the project to an objective or key result, and click on Save.

Native projects can be seen on the OKR and Projects tabs for your entity showing the manual or rollup icon, implying that the progress is being updated either manually or based on the completion of native project tasks.

FAQs:

Q: How to manually order the tasks of a Project?

A: Users can sort the Tasks by Name, Assignee or Due Date.

Clicking on either Name, Assignee or Due Date columns will expand the sort options.

Note: This is possible only in the Full View of the Project that contains Tasks.

Q: Can I add a Due Date for a Task that is later than the end date of the Project?

A: We can add Tasks to a Project that are due even after the Project Time Period.

For example, if the Project has been created for Q4 2021 (October 2021 to December 2021), the user will be able to add a task with a Due Date of January 2022.

Note: While saving the task, the application will indicate Due date is after project’s end date to the user but the task can still be saved.

Q: Where can I find my tasks in Ally?

A: The tasks are created for the Projects in Ally and you'll find them listed under the Projects section.

Native Projects

In this article: