This article will help you learn how to use Feishu OKR.

I. What is Feishu OKR

OKR (Objectives and Key Results) is a goal management framework. An OKR consists of an Objective and several Key Results.

•Objective is an inspiring goal that the organization aims to achieve in the near future, which embodies its long-term missions and visions.

•Key Results benchmark and monitor how we get to the Objective. They are a set of metrics that measure the progress towards the expected results.

Feishu OKR is an app that makes it easy for you to focus on goals and execute them more efficiently. It combines best practices and OKR theory into a simple and efficient implementation tool that helps teams head in the same direction at full speed.

If this is your first time using Feishu OKR, please contact your Feishu administrator to initialize the OKR app and configure an OKR cycle in advance.

II. How to use Feishu OKR

A full OKR cycle is divided into 3 stages: develop OKRs, follow up on OKRs, and OKR review. The specific steps are as follows:

Go to Feishu OKR

Desktop: Click on the Workplace icon on the left bar in Feishu > OKR.

Mobile: Click on the Workplace icon at the bottom in Feishu > OKR.

1. Develop OKRs

1.1 Fill in your Objectives and Key Results

Go to the OKR page and click Add an Objective to enter the edit mode. In the edit mode, you can add multiple Objectives and the content will be saved in real time. You can also drag and drop the Objectives and Key Results to sort them by priority.

Click Publish to publish the OKRs once you finish editing. Users with relevant permissions can view the OKRs you've published. OKRs that haven't been published are visible to you only.

1.2 OKR writing guide

When you fill in OKRs, Writing Assistant can provide personalized writing suggestions and best practices, helping you write high-quality Objectives and Key Results that conform to OKR development rules.

Procedures:

•Click on the bulb icon in the upper-right corner to open Writing Assistant.

•Once you enable Writing Suggestion, it will provide timely feedback and suggestions based on your OKR input to help you make adjustments or improvements.

1.3 Align with / remind collaborators

You can align your objectives with those of your leaders or other collaborators to ensure that the team goals remain aligned.

•Currently, you can only align Objectives, not Key Results.

•You can align 1 Objective with multiple Objectives of others.

•You can hover the mouse over an aligned Objective to cancel the alignment.

When you need others to collaborate, view, or follow up on your OKRs, you can directly @mention them, and they will receive a Feishu reminder. You can @mention others in Objectives, Key Results, progress records, and comments.

1.4 Set weights for Key Results

You can set weight and define importance for each key result to stay focused and put maximum effort into the Objective. The total score of the Objective will be calculated based on the weight of each key result.

1.5 Set permissions for confidential Objectives or Key Results

OKR values openness and transparency and is Visible to all by default. However, if confidentiality is needed, you can set permissions for confidential Objectives or Key Results.

Procedures:

Click on the Lock icon and enter the Permission Settings page in the pop-up drawer. You can set permissions for both Objective and Key Results, customize permission groups, and set a permission group as the default cycle permission (Once set, the permission group will automatically apply to every cycle).

The "Can't view" permission takes precedence over "Can view". For example, if you set the "Can view" permission for A, but set "Can't view" for the Feishu group that A belongs to, then the actual permission of A is "Can't view".

1.6 Record OKR explainer video

After filling in OKRs, you can record an explainer video for your OKRs, which helps clarify context for better understanding and communication in your team. OKR explainer video can provide team members with sufficient background information, deepen their understanding of Objectives, and improve teamwork effectiveness.

Procedures:

1.Record explainer video

Click on the camera icon in the upper-right corner of the OKR page to open the recording page. While recording, you can use the laser pointer to help viewers focus on the key content.

•Currently, video recording is not available on Feishu app for PC. You will be redirected to the web page.

•Only one video can be shown to others in a cycle. Recording another video will overwrite the original video.

•Default video name format: Name + cycle + OKR explainer video. You can rename it once the video is published.

•Once the video is published, you can unpublish it. A confirmation window will pop up when you unpublish the video. Once you click "Confirm", the video will return the unpublished status and others won't be able to view it. You can record or publish another one.

2.View explainer video

PC: To view a member's explainer video, go to their OKR homepage and click the video in the lower-right corner.

When watching the video, you can click the progress bar to add comment or emojis.

Mobile: A portal to OKR explainer video is provided under the avatar. Click the portal to play the video in full screen.

OKR explainer video can be shared as a card and the recipients will receive a Feishu notification. (Currently, you can't modify the text or image on the card.)

2. Follow up on OKRs

2.1 Update Key Result progress and risk

The default status of Objective is "Status of most risky KR". You can also customize the status of Objective as needed to manage your OKRs.

Procedures:

Click the progress on the right side of Key Result, select Simple mode or Advanced mode to update progress in real time, and mark the Key Result at risk.

For Key Result with clear metrics, the initial, current and target values can be marked in the Advanced mode, and a progress percentage will be automatically generated. (It is recommended to update Key Result progress once a week.)

2.2 Generate weekly report with one click

You can now insert OKRs in Feishu Docs with one click. An OKR progress report for the current cycle will be generated automatically, and you can easily record the current progress under each Objective and Key Result.

2.3 View Alignment

The Alignment view offers an overview of members' Objective alignment. You can view the alignment status of all Objectives with one click. The Alignment view also supports small map mode. A small map is displayed at the lower-left corner to offer a thumbnail overview and you can drag the map to quickly locate an area in Alignment. You can also set whether to show Key Results under each Objective.

2.4 Follow / comment on others' OKRs

Follow: You can search for an employee in the left column to view their OKRs. You can also click on the star icon to follow their OKRs, and click again to unfollow them.

Comment: You can select a specific part in an Objective or Key Result to leave a comment, or leave a global comment at the bottom of the OKR page.

2.5 View historical versions (New)

Path: Click on the ... icon at the upper-right corner to find the portal to Version History.

If your OKR content changes, all the leaders on your reporting line and yourself can view the changes via Version History. You can compare the current version with any historical one to view changes. (Deleted content is highlighted in red with a strikethrough, and newly added content is highlighted in green.)

•If you viewed the comparison with a historical version, the historical version will be marked as Read. If no historical versions exist, the Version History button will be unavailable.

•OKR Version History only includes changes in OKR content (not the display order, progress, weight, and score).

2.6 View team OKR data (visible to manager only)

Managers (with direct reports) can view their team's OKR input, alignment, scoring, progress update rate (last 7 days) and other data in Dashboard. Apart from viewing related data, managers can also set reminders, export data, and analyze OKR data from multiple perspectives.

3. OKR Review

3.1 OKR review and scoring

Click on the score edit box to enter a score or drag the progress bar to score the Key Result.

The Objective score is the weighted average of all its Key Results' scores.

4. Other Features

4.1 Auto-translation

Feishu OKR now supports translation between Chinese and English to help companies enhance cross-lingual collaboration and fuel internationalization.

Procedures:

Click the Translate icon at the upper-right corner of the page, and select Chinese or English to translate content on the OKR page. You can click See original to restore the content to its source language.

Note: The Translate button will appear only when you are viewing someone else's OKR instead of your own.

You can click Settings to set your Translation Preferences. Once you've enabled Auto-translation, content on the OKR page will be automatically translated into the target language you've selected.

4.2 Bulletin Board

Feishu OKR also supports Bulletin Board, an essential feature to facilitate operations, to better promote the OKR concept. After operational content has been published, there will be a red dot with a number on the Bulletin Board. You can have a preview of the content when you hover over the icon.

III. FAQs

Why does my OKR page only show my OKRs and Alignment, without Dashboard?

Dashboard is visible to managers (with direct reports) only. If you are a manager with direct reports but can't see Dashboard, it is because your current team organizational structure configuration is incomplete. Please ask your organization admin or OKR admin to help complete the configuration in OKR Admin, and make sure that the information in the direct leader field is complete when batch importing employee information.

Can I view the OKRs of members in other departments?

Yes. Search for the employee's name in the list on the left side of the OKR page to view their OKRs.

Why can't I set alignment for my Objective?

First, please confirm that people you want to align with have filled in their OKRs for this bimonthly period. If not, you can't align with their OKRs. Currently, you can only align Objectives, not Key Results. You can hover your mouse over an aligned Objective to cancel the alignment.

Can I score an Objective directly?

No. Currently you can't score Objectives directly, but you can do so for Key Results. The score of an Objective is the weighted arithmetic mean of the scores of its Key Results.

Under which circumstances will a historical version be generated?

A historical version will be generated after you have modified an OKR and published the modified version.

Note: One historical version will be generated every day at most. If you have made multiple modifications in the same day, only the last modification will be recorded. Besides, the OKR historical version only includes changes in OKR content, but not OKR order, progress, weight, or score.

Why can't I see the Send reminder button in my Dashboard?

Only OKR admin and app admin have the permission to Send reminder.

IV. Contact Us

Congratulations! Now you know how to use OKR. Give it a try!

If you need further assistance, go to Feishu client and search for Feishu Assistant, or you can click on your avatar > My Customer Service to find answers. We are always here to help.

Customer service: 400-0682-666