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Create statuses for goals and OKRs

Customize your goal and OKR tasks by creating unique statuses.

Use the Company OKRs and Goals template to create a Space with our recommended Hierarchy structure and statuses, or apply the best practices in this article to your current workflow.

Objective and department goal statuses

We recommend the following statuses or a variation of them depending on how you monitor progress:

  • To Do
  • Needs attention
  • Off track
  • On track
  • Department review
  • Owner review
  • Completed

Region statuses

If you categorize goals and OKRs by region, we recommend the following statuses or a variation of them for your region-based Lists:

  • Not started
  • In review
  • On hold
  • Awaiting approval
  • Done
  • Complete

Screenshot of custom goal and OKR statuses.png