Categories
Purpose
The Categories screen allows administrators to create and manage OKR categories used for organizing Objectives and Key Results. Categories help classify OKRs into meaningful groups, making planning, tracking, reporting, and analysis more structured across the organization.
Categories can be used to group OKRs by strategic initiatives, business priorities, departments, projects, operational areas, or other organizational classifications.
Categories created in this screen are available when creating or editing OKRs.
Create
To create a new category:
Step 1
Navigate to Settings within the OKR Module from the left sidebar menu.
Step 2
Select Category and click the Add button.
Step 3
Enter the category name.
Step 4
Click Save to create the category.
The newly created category will become available when creating or editing OKRs.
View
The Category list displays all configured categories within the OKR module.
Users can view:
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Category Name
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Creation Details
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Last Updated Information
Edit
To modify an existing category:
Step 1
Navigate to Settings → Category within the OKR module.
Step 2
Locate the category to be updated and click Edit.
Step 3
Make the required changes.
Step 4
Click Save to apply the changes.
The updated category will be reflected throughout the OKR module.
Delete
To remove a category:
Step 1
Navigate to Settings → Category within the OKR module.
Step 2
Locate the category to be removed and click Delete.
Step 3
Confirm the deletion in the confirmation dialog.
The selected category will be permanently deleted from the system.
Field Descriptions
| Field | Description |
|---|---|
| Category | The classification used to organize and group OKRs for planning, tracking, and reporting purposes. |
Workflow Rules
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Categories are available for selection when creating or editing OKRs.
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Multiple OKRs can be assigned to the same category.
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Categories help organize objectives across company, department, team, and individual levels.
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Categories improve filtering, reporting, and performance analysis.
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Changes made to a category are reflected wherever the category is used within the OKR module.
Synchronization
Category data is synchronized with:
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Objectives
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Key Results
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OKR Planning
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Dashboards
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Reports
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Analytics
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Performance Reviews
Permissions
| Permission | Description |
|---|---|
| View | Allows users to view category records. |
| Create | Allows users to create new categories. |
| Edit | Allows users to modify existing categories. |
| Delete | Allows users to remove categories. |
Important Notes
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Categories should be created before creating OKRs that require classification.
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Organizations may use categories to group OKRs by strategic goals, business functions, projects, initiatives, or other internal structures.
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Consistent category usage improves reporting accuracy and organizational visibility.
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Deleting a category removes it from future OKR assignments.
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Categories are intended to simplify OKR management and improve performance reporting across the organization.