In this article:

  • Types of progress modes
  • Identifying the progress mode
  • Setting the progress mode for an OKR
  • Check-in reminders
  • Common questions

Engaging everyone with the company goals, and driving greater OKR adoption is the primary responsibility of OKR champions and team managers. Better visibility into how the progress is updated will help them understand the user’s engagement with the objective.

Types of progress modes

Progress mode indicates how the progress of an OKR is updated. Increased visibility of the progress update helps users in better understanding their engagement with an objective. In addition, you can have greater control over determining the progress mode of an objective, and change it as you see fit. There are three ways of updating the progress, namely:

  1. Manually – progress of the objective will be determined by the objective owner through a check-in made manually
  2. Automatic via rollup from children — progress of the objective will be rolled up automatically from the key results
  3. Automatically from a data source — progress of the objective will be updated automatically based on the data from an integration

Identifying the progress mode

If your OKR is measuring progress by percent complete, it can be in one of the following three progress modes:

  • Manual: In this mode, the progress and status can only be changed by the users making check-ins.
  • Automatic via rollup from children: In this mode, the progress and status will be updated as children update their progress and status. This is the default mode every OKR starts in.
  • Automatically from a data source: In this mode, progress will come from an integrated data source, and status updates will be based on the progress.

Every time you make a check-in on the objective, you will be overriding the progress update that's either rolled up from the key results, or updated automatically through an integration. As soon as you check-in, you will notice the change in icon that is indicative of the mode of progress.

If you have Projects in Ally.io, you can check-in on these projects manually. When you switch to the automated mode, the progress will rollup from tasks beneath the projects — these tasks can either be added in Ally.io directly, or through an integration. To know more about the Projects integrations supported, read our article on Projects.

Setting the progress mode for an OKR

  • When creating or editing your objective

    When you create or edit an objective, you can determine how the progress will be updated. If your objective is measured by the percent complete, you will have three progress modes to choose from — manually, automatic via rollup from children, automatically from a data source. However, if your objective is measured with a KPI, you won't be able to update the progress via rollup because we don't want to override the metric. You will have to automate the update through an integration, or make a check-in manually.

  • From the list view

    The icon to the left of the progress bar is indicative of the progress mode. You can click on the icon to change the progress mode, or you can make a check-in instantly by leveraging the slider progress bar. As soon as you make a check-in, you will notice the change in the icon that helps you in understanding how the progress is updated.

  • When making a check-in

    If the progress of your objective is updated automatically, you can make a check-in and switch to the manual progress mode in which case, the automatic progress will be overridden by the manual check-in. You can always switch back to previous progress mode to resume updating the progress automatically either from the children or the connected data source.

If the progress is rolled up automatically from the key results:

  • Click on the rollup icon > select the Check-in button.
  • Make a check-in as you see fit, and save it. You will notice the change in icon to represent the manual mode.
  • To switch back to the previous mode, click on the manual icon > select the Check-in button.
  • You will have the option to resume updating the progress from key results. Save this check-in.

If the progress is rolled up automatically through an integration:

  • Click on the integration icon > select the Check-in button.
  • Make a check-in as you see fit, and save it. You will notice the change in icon to represent the manual mode.
  • To switch back to the previous mode, click on the manual icon > select the Check-in button.
  • You will have the option to resume updating the progress through the connected data source. Save this check-in.

Check-in reminders

If you switch an OKR or a Project into the manual override progress mode, you will receive check-in reminders for it as long as it stays in the manual mode. Once you revert it to the automated progress mode, whether by rollup or from integration, you will no longer receive reminders to check-in.

Common questions

  1. When would I want to keep my objective in manual progress mode instead of having it update automatically?

    When you choose to update the progress automatically (either through an integration or rollup from children), the progress of the objective will be updated automatically based on the data fetched from the data source, or will roll up based on the progress of children. However, in some cases, this automated progress update might not accurately reflect the progress made on the objective. In such cases, you can override the automated progress update, and make a check-in as you see fit. This check-in that you make manually, will not be overridden by the data from the integrated source or from the children until you change the progress mode back to automated. This will give you the much-needed control over progress updates to present accurate data during reviews.
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