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Advanced OKR Worksheet

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to customize your own columns to fit your team needs.
The following table is a view of the same table as the , but with additional columns and features.

Advanced Feature #1 Using a slidable progress bar and target dates

An alternative to the Progress column is the Progress Bar column that has been added below. Using a progress bar allows you to be more granular in your progress tracking and you can choose to use the progress bar or the color-coded progress options, whichever you prefer to track progress. If you wish to hide one of the columns you’re no longer using for tracking progress, you can right-click on the column and Hide the column.
Screen Shot 2022-09-26 at 1.55.27 PM.png
A Target Date column has also been added to be able to align stakeholders of target deadlines to try to meet for your OKRs.

Advanced Feature #2 Grouping OKRs for better organization

A new Quarter column has also been added to have an additional layer of grouping. If you’d like to add more columns or apply grouping, you can hover over the top of the table to add a new column or right-click on a given column to group the table based on that column.
Screen Shot 2022-09-26 at 2.23.42 PM.png

Advanced Feature #3 Adding automated alerts to stakeholders of OKRs based due dates or other triggers

Go to the top right of your Coda doc to find the ⚙️ icon. Open up the Automations tab and add a new rule. Your view should look like this:
Screen Shot 2022-09-26 at 1.37.44 PM.png
You can customize the formulas to your likings. They are by default set to ping

Check out for more ways to customize your OKRs

Advanced OKR table
6
Quarter
Objective
Key Result
Target Date
Owner
Team
Progress
Progress Bar
Status
Q4 2022
#3 in defense
Allow less than 17 points/game
10/10/2022
RP
Ryan Panchadsaram
HR
Green
000
99
#3 in defense
Draft 2 first round defensive linemen
10/25/2022
RP
Ryan Panchadsaram
HR
Yellow
000
58
200 yards passing
75% completion
10/10/2022
RP
Ryan Panchadsaram
Marketing
Red
000
30
200 yards passing
No interceptions
10/10/2022
Al Chen
Marketing
Green
000
87
Highlight key players
Random KR
10/27/2022
Shishir Mehrotra
Product
Green
000
80
Highlight key players
3 Sundays with featured articles in the news
10/27/2022
Shishir Mehrotra
Product
Yellow
000
46
Q1 2023
Win Super Bowl
300+ yards per game
2/12/2023
Shishir Mehrotra
Company
Yellow
000
50
Win Super Bowl
No. 3 in defensive stats
2/12/2023
Shishir Mehrotra
Company
Red
000
20
Win Super Bowl
Avg. 25-yard punt return
2/12/2023
Shishir Mehrotra
Company
Red
000
12

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