We’re excited to share that we’ve recently launched some new product improvements, so you may notice that Koan looks a little different.

Our latest refresh in Koan helps to provide additional visibility and transparency around OKRs and team dependencies. Some of the major changes involve the following:

  • OKR Creation
  • OKR Workflows
  • Goal Filters and Tags
  • Drag and Drop Functionality
  • Hierarchical Context

Keep Reading to learn about each of these improvements in more detail!

OKR Creation

You now have the ability to add key results to existing objectives, offering a faster, more refined OKR creation experience. We also made goal creation smarter: Koan will automatically set the metric based on the key result text and will intelligently abbreviate the metric display.

Adding Key Results to Existing Objectives

To add an additional key result to an existing objective, select the 'Add New Key Result' icon, then enter the title of your key result, as well as the due date.

After entering in this information in-line, don't forget to select the kebab (three-dot) icon, and then 'Edit key result' to add additional details.

Automatic Key Result Metrics

When you go to add more details to your key result, you may notice that the metric has already been entered for you. Koan will now pull metrics described in your key result title and use them to set the abbreviated goal metrics for you.

Although we set this metric for you automatically, don't forget to check the starting and target metrics to ensure that they are to your liking.

For more information on creating and linking OKRs in Koan, go here.

OKR Workflows

We’ve made several improvements to help users manage goals across their teams, with better archive, delete, and restoration of goals behavior. We have also improved linking and hierarchical behavior between goals, and more intuitive handling of empty states for goals.

Archiving and Restoring Goals

Now whenever you go to archive an objective, we will notify you of the associated key results that will also be archived and we will warn you of the other teams that will be impacted by the archival.

Similarly, if you ever decide to restore an archived objective, we will notify you of the associated key results that will be restored and warn you of the other teams that will be impacted by the restoration. When you restore the goal, we will also re-link its previous parent goals.

Deleting Goals

When deleting goals, we also will warn you of all the associated key results that will be deleted and of other teams that will be impacted by your decision to delete a goal.

Note that you can never restore a goal after it has been deleted.

Goal Filters and Tags

We’ve improved the filter visuals to help provide more clarity around goals. You’ll now clearly see which goals are active, closed, and archived, and which teams and individuals are associated with each goal.

Goal Filters

We have revamped our All Goals page to have Company Goals listed first, followed by goals grouped by team. We have also improved our filtering abilities on the All Goals Page. You can filter by Confidence (At Risk, Has Issues, On Track), Due Date, Lead, and Team on the All Goals page.

Goal Tags

We have improved our tags so that you can easily identify which goals are active, closed, and archived.

Drag and Drop Functionality

Within the goals list, users now have the ability to drag and drop nested goals, to customize the view to their preference. The order you create on your team page will also reflect in the All Goals page view.

Hierarchical Context

We’ve improved the functionality of associated goals, so that it’s easier to see what goals belong to which team, and which goals then roll up to company goals.

Now when you click on a goal, it is clearly linked and tagged to the appropriate teams and goals in the goal fly-out. The linked goals assigned to the same team will be listed on top and linked goals assigned to other teams will be listed below.

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