You can customize the length and the check-in cadence of the OKR sessions for your team if you are a workspace admin. Read below to learn more about how you can manage the OKR sessions of your team or switch between the sessions you have.
Create a new session
If there's no ongoing OKR session in the workspace, simply click "Create a new session" after entering the OKR tab to start your first OKR session. If there is an ongoing OKR session in the workspace already and you'd like to create a new session, follow the below steps:
- Under the OKR tab, click "Manage session" in the left sidebar.
- Click "Create session" towards the top
- Give the session a name, adjust how long the session cycle is, select the check-in cadence, and click "Create".
Modify an existing session
To modify an existing session, follow the below steps:
- Under the OKR tab, click "Manage session" in the left sidebar.
- Click the three-dot icon towards the right of the session you want to modify.
- Select "Edit".
Delete an existing session
To delete an existing session, follow the below steps:
- Under the OKR tab, click "Manage session" in the left sidebar.
- Click the three-dot icon towards the right of the session you want to modify.
- Select "Delete".
- Confirm by clicking "Delete" again.
Note: As of now, the timeframes of different OKR sessions cannot overlap. A new OKR session must start on a day that's after the end date of the last OKR session.
Switch to another existing session
If you want to switch to another existing session, follow the below steps:
- Under the OKR tab, click on the session dropdown towards the top right corner.
- Depending on whether you want to access a previous session or a future session, click either "Upcoming time periods" or "Previous time periods".
- Select the session you want to see.
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