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Exclude Key Results from Overall Progress

Overview You may have key results and metrics that don't contribute to overall progress, or shouldn’t be counted in overall progress measu...

Overview

You may have key results and metrics that don't contribute to overall progress, or shouldn’t be counted in overall progress measurement. When this is the case, you can choose to exclude key results from overall progress.

For example, you might exclude a key result or metric from objective progress calculations in these situations:

  1. You want to track the data but it isn't a real factor in progress or achievement of the objective

  2. A key result that seemed relevant when you set it is no longer important

  3. You want to weigh overall progress on a single or specific key results under the objective

Exclude a Key Result

  1. Click the Kebab on the intended objective

  2. Click Edit Settings

  3. Click the pencil icon next to the name of the key result you want to exclude

  4. Check the Exclude from objective progress calculation box at the bottom of the window

    Screen_Shot_2019-03-31_at_1.04.02_AM.png
  5. Click Save

Note: When a key result is excluded from progress, it remains visible in the Objective Detail view but is hidden in the quick view of key results on list pages, such as the leaderboard under Heatmap.

Visible Excluded Key Result: Click on the OKR to Pull Up the Objective Detail Page

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Not Visible Excluded Key Result: View from My OKRs Page

2021-02-19_14-40-59.png

Additional information:


You can also delete the KR, which will remove it from the Objective calculation

Important notes: - Deleted KRs are removed from the system and cannot be restored. However, you can recreate them by reviewing the Objective history if needed.

Deleting a Key Result (KR)

Follow these steps to delete a Key Result from your Objective:

1. Open the Objective that contains the Key Result you want to delete.

2. Locate the KR in the list.

3. Click the trash can icon next to the KR name.

4. Confirm the deletion if prompted.

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