Connect OKRs with Projects or Canvases

When an OKR session starts, it's important to track the progress and make sure that everyone is working toward the goals that were set in the beginning. After your goals are set, it's useful to work on your initiatives on canvases, and manage their progress using Allo's projects. In this article, we will talk about:

• How to create a project or a canvas directly under an Objective or Key Result
• How to connect an Objective or Key Result with an existing project or canvas 

How to create a project or a canvas directly under an Objective or Key Result

To create a project or a canvas directly under an objective or Key Result, follow the below steps:

1. Click on the Objective (or Key Result) you'll want to create a project or a canvas in.
2. Click "Related Canvases" or "Related Projects".
3. Click the "Create" button.
4. Fill out the information.
5. Click the "Create Canvas" or "Create Project" button.

Note:

• You can access the projects or canvases you created in the OKRs in the Project tab as well.
• When you are creating a related canvas, you need to select an existing project that the canvas will be created in.

How to connect an Objective or Key Result with an existing project or canvas

To connect an Objective or Key Result with an existing project or canvas, follow the below steps:

1. Click on the Objective (or Key Result) you'll want to connect a project or a canvas to.
2. Click "Related Canvases" or "Related Projects".
3. Click the "Select" button.
4. Select the canvases or projects you want the objective (or Key Result) to be connected to
5. Click the "Connect Canvases" or "Connect Projects" button.

Note: You can connect more than one canvas or project at a time.