Knowledge

This data will be used for the Create/Edit OKR page.

Add New Category

To add a new category to your organization

• Step 1. Go to Settings menu under OKR module from the left sidebar
• Step 2. Select the Category menu and click on the Add button
  
• Step 3. In the Add Category page, enter the Category and click Save 
  
  

Edit Category 

To edit the details of an existing category:

• Step 1. Go to Settings menu under OKR module from the left sidebar
• Step 2. Select Category menu -> Select the category to be edited and click Edit 
  
  
• Step 3. Make the necessary changes and click Save button 

Delete Category 

If a category is no longer operational, you can delete it. To delete a category :

• Step 1. Go to Settings menu under OKR module from the left sidebar
• Step 2. Select Category menu -> Select the category to be deleted and click Delete
  
  
• Step 3. Confirm your selection in the following pop-up. The category will be deleted.