Create a private objective

While there are advantages to creating public objectives, we do understand that visibility isn't one-size-fits-all. Creating a private objective allows you to grant visibility to only the people who need it. As you create a private objective, you have the option to select the specific individuals you want to grant visibility to.

Access and availability

⛔️ Required access to Objectives.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.

✏️

Note

The ability to create private objectives can be enabled or disabled in Objectives feature settings. If you don't see the ability to create a private objective, please reach out to one of your Account admins.


Create a private objective

  1. Click on Objectives in 15Five's main, left-hand navigation.
    Objectives.png
  2. You will land on the 'All objectives' page. From here, click Create a new objective.
    CreateANewObjective.png
  3. Give your objective a name. The name should concisely and accurately describe the goal of the objective.Screen_Shot_2021-04-19_at_11.58.40_AM.png
  4. Provide a description of your objective (optional). Use the text field to describe your objective. This description will be visible to anyone who has permission to view your objective from the objectives details page.
    OKR-Description.png
  5. Select an owner. The person selected here should be the main stakeholder responsible for the objective's completion— likely, yourself. Please note that the names that appear in this dropdown menu will vary based on your company's set permissions for Objectives.
    Screen_Shot_2021-04-19_at_11.59.08_AM.png
  6. Select an objective type. Decide whether the objective is for: A person, A group, or The whole company. The options that appear in this section may vary depending on objective settings.
    Screen_Shot_2021-04-19_at_11.59.15_AM.png
    If you select "A group"...
    1. Select the group type that the group you want to create an objective for falls under. If you don't see the group type on the list, please reach out to an Account admin and ask them to enable objective creation for that group type.
      Select-Group-Type.png
      ✏️

      Note

      A group type is an umbrella label used to organize groups. Learn more about groups and group types.

    2. Select the group you want to create the objective for.
      Select-Group.png
  7. Align your objective (optional)*. Select a parent objective that you want to align your objective to. Read more in our "Align an objective with a parent objective" Help Center article.
    Screen_Shot_2021-04-19_at_11.59.22_AM.png
    If aligned, decide whether or not you want the objective to impact the progress of the parent objective.
    Screen_Shot_2021-04-19_at_11.59.46_AM.png
  8. Add tags (optional)*. Add tags to your objective to help with organization. If you are unsure what tags to use for your objective, it's best to leave this field blank.
    AddTags.png
  9. Create key results. Now's the time to create key results to measure your objective. You must add at least one key result.
    Screen_Shot_2021-04-19_at_11.59.30_AM.png
    • Name your key results. Choose a name for the key result. If you do not name the key result, the objective will not save.
    • Decide how you want to measure progress. Select how to want to measure the key result. Measurement options are percentage, currency, number, or completed/not completed. For currency values other than $, click ... > Other currency, and use the drop-down to choose the currency that applies.
    • Link the key result with a Jira issue*. If your company has the Jira integration enabled, you can link your key result(s) to Jira issues using the 'Link to' option at the bottom right of your key result field.
  10. Add objective start and end dates. Decide when the objective should begin and when it should be due. Please note that if you aligned the objective with a parent objective, the dates selected here must fall within the parent objective's start and end dates. 

    Screen_Shot_2021-04-19_at_11.59.36_AM.png

  11. Assign permissions for updating and editing the objective (optional)*. Use the "Who can update and edit this objective?" section to allow specific groups or individuals to view, edit, manage, update, and delete the objective.
    Screen_Shot_2021-04-19_at_11.59.54_AM.png
  12. ⭐️ Make your objective private. To make your objective private, select "Specific-people" and add the names of all individuals you want to have permission to view your objective.
    Create-Private-Objective.png

    ✏️

    Note

    Your direct manager will always have access to view your objectives, even if you make them private.

  13. Click the Create objective button, and you're done! The objective can now be seen on the Objectives dashboard.
    CreateObjective.png

Was this article helpful?
7 out of 19 found this helpful