This data will be used for the Create/Edit OKRs page.
Add New Cycle
To add a new cycle to your organization
- Step 1. Go to Settings menu under OKR module from the left sidebar
- Step 2. Select the Cycle and click on the Add button
- Step 3. In the Add new setting page, fill the following details:
1. Select the Type: Period, Yearly, Quarterly, Monthly 2. Enter the Name 3. Enter the From date and To date - Step 4. Click Save button
Edit Cycle
To edit the details of an existing cycle:
- Step 1. Go to Settings menu under OKR module from the left sidebar
- Step 2. Select Cycle menu -> Select the cycle to be edited and click Edit
- Step 3. Make the necessary changes and click Save button
Delete Cycle
If a cycle is no longer operational, you can delete it. To delete a cycle :
- Step 1. Go to Settings menu under OKR module from the left sidebar
- Step 2. Select Cycle menu -> Select the cycle to be deleted and click Delete
- Step 3. Confirm your selection in the following pop-up. The cycle will be deleted.