Purpose:
Goal templates help you create similar goal objectives and key results multiple times. For example, if you were creating probationary goals for new joiners,  creating a template would speed up the overall process.

How to:
To create a Goal Template:

  • Navigate to 'Admin' in your sidebar

  • Click 'Goals'

  • Click 'Edit Templates'

  • Following the OKR framework give your goal an overall objective in the available 'Goal Title' field and click 'Create'

  • Next Add your key results and click the tick to add them

  • If you'd like to delete a key result click the 'X' next to it

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