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CandyMullany's avatar
CandyMullany
Brass Contributor
May 21, 2026

How are you connecting OKR tracking to Copilot workflows?

My manager asked me to figure out how we can use Copilot to help with our OKR process. Right now we track objectives in a SharePoint list and its a mess. People forget to update progress, key results are disconnected from daily work, and nobody looks at it until the end of quarter scramble. Has anyone found a way to bring OKR tracking closer to where people actually work in Teams/Copilot? Or is there a Teams app that handles this better than a spreadsheet?

2 Replies

  • ChrisLeider's avatar
    ChrisLeider
    Brass Contributor

    Hey there! I think I have the answer for everyone in this thread. We were looking for a solution like this a while back! Viva Goals was initially fine but when Microsoft retired it we were a bit flabbergasted. 

    There are some really strong options in the Teams app store but we landed on Teamflect. They are a Microsoft partner and their OKRs work really smoothly inside Teams and Copilot (also supposedly Outlook but never tried it there). The app also has performance reviews so connecting them to goals is quite useful. Anyway, if youre looking for OKRs in Teams, I can definitely recommend them. I cant speak for their engagement stuff though as we dont use those features.

  • Magnus_Falth's avatar
    Magnus_Falth
    Copper Contributor

    This is a very relevant issue also for my organisation. We are looking for a solution and I can share what we are discovering further on. 👍😊