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JoryH
Copper Contributor
Joined Sep 25, 2023
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Help? OKR Functionality
I'm relatively new to the OKR platform so forgive me if this is old news! I have a few questions I can't find answers to. 1) Is there a way to attach documents to OKRs (example, for each goal, we have a word doc we like our team to complete that outlines potential cost, who all would be involved, etc). Don't need this to integrate per-say but would love if it could be attached to the goal for management review/oversite. 2) Once an OKR is closed/complete - how do we remove it from the view? Is that possible without deleting entirely? I tried filtering by "Active" and it was still on my OKRs. 3) We have goals that reoccur each year (ex. we run a preschool and the director has an Enrollment Marketing plan she works through each year - doesn't want to spend time recreating, would rather edit accordingly) - is there a way to copy old goals/initiatives for a new period without losing old goal info? I appreciate the help!Solved637Views0likes1Comment
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