> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add, edit or delete an OKR

An OKR (Objectives and Key Results) is a popular management strategy that defines objectives and tracks results. It creates alignment and commitment around measurable objectives. By measuring only what matters, and adhering to simple principles, great results can be achieved!
---
# Who can add an OKR? 

All members of a circle can add OKRs for their circle and can be assigned to an OKR within their circle.

# Adding an OKR

A **Key Result** is a measurable outcome required to achieve the objective. It contains a metric with a start and target value. Key Results measure progress towards the objective — like a signpost that shows how close you are to your objective.
 
**To add an OKR:**

* Go to the **OKRs** app
* Click on the **Add OKR** button

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18393_qjza5t.png)
Then, you'll be able to add the information you need:

* Capture the **title** of your OKR
* Choose the **circle** in charge of achieving the OKR
* Choose a **frequency** for the OKR according to the OKR timeframes in your organization
* Add a **description** to the OKR
* Add **Key Results** by clicking on the **Add Key Result** button
* Assign a role in the circle in charge
* Attach a project to the OKR
* Align with another OKR
* Attach a file from Google Drive, Dropbox, One Drive, a link or your computer

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18404_t9e9i7.png)
⭐ **Tips**:

* Add no more than 3 or 4 Key Results per goal for best effectiveness.
* Indicate your level of confidence in achieving the Key Result with the colour coding. Use this colour code to prioritize your actions in the cycle.
---

# Editing, archiving or deleting an OKR

To **edit** an OKR, **open its card** by clicking directly on it.

To **archive** or **delete** an OKR, **open its card** by clicking directly on it as well. You can also go to All OKRs card and select the three dots menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18413_1nv6ten.png)
**A deleted OKR** is permanently deleted from the platform with all the information it contains.

**An archived OKR** is an OKR that has been completed or that is not relevant and does not need to be visible. It remains however accessible in the **Archived OKR** view, and can be restored if needed.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18420_b28yrm.png)

---

# Filtering and searching for OKRs

**To sort OKRs in your circle's page**: choose between OKR's **Role**, **Status** or **Timeframe**:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18430_1d453ns.png)
**To search OKRs in the OKRs app:** type keywords, select OKR's state or circle in the search box:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18435_14srwio.png)

---

# Follow OKR's editing history

In order to ensure the transparency of modifications, you can see any **changes** made to the **OKR** and its **Key Results**. Once you go down to the bottom of the OKR card, you will see the **Activity section** with a list of the actions (including **assignations**) made by the members, along with the **date** they were done.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18445_ibk03f.png)