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Planview Customer Success Center

Design and set up

  1. Last updated
    Oct 21, 2024
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Design and set up OKRs

The OKR adoption pathway is a structured guide that provide users with the foundational knowledge and essential steps to quickly get started using OKRs in Planview.

This section helps administrators plan and configure OKRs according to their specific use case. 

Select use case- Full pathway-2.png
 

AgilePlace OKRs

Portfolios OKRs

Connected OKRs

Explore design and set up recommendations for AgilePlace OKRs with these steps for Planview administrators.

Explore design and set up recommendations for Portfolios OKRs with these steps for Planview administrators.

 Explore design and set up recommendations for Connected OKRs with these steps for Planview administrators.
Go to AgilePlace OKRs>> Go to Portfolios OKRs>>  Go to Connected OKRs>>