Knowledge

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

Add New Cycle

To add a new cycle to your organization

• Step 1. Go to Settings menu under OKR module from the left sidebar
• Step 2. Select the Cycle and click on the Add button
  
• Step 3. In the Add new setting page, fill the following details:
  
  1. Select the Type: Period, Yearly, Quarterly, Monthly 2. Enter the Name 3. Enter the From date and To date
• Step 4. Click Save button
  

Edit Cycle 

To edit the details of an existing cycle:

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

Delete Cycle 

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

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