Forum Discussion
Is using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out ...
Hi, Planner can work for lightweight OKR tracking, but I would not make it the source of truth for a larger OKR program.
A workable setup is:
1. Use buckets for objectives.
2. Use tasks for key results.
3. Use labels for status or department.
4. Use custom fields/checklists for measurable progress.
5. Review it on a fixed cadence.
Where it gets weak is hierarchy, scoring, history, and executive reporting. For a small team it is fine. For company-wide OKRs, I would pair Planner with a clearer reporting layer or a dedicated OKR tool.