The Custom OKR Name feature allows you to customize the objective-setting terminology that is unique and used at your organization. For instance, some like to call their goals OKRs or V2MOM. Keeping that in mind, this feature allows you to use Mesh with the terminology your people are accustomed to, ensuring the product is easily adopted.
Let's begin by understanding that every Goal comprises two essential parts:
- The Aspirational Objective: An objective is simply what needs to be achieved. It tells your organization what they are trying to accomplish in brief, memorable, and ambitious terms.
- The Measurable Key-Result: They are targets that help measure your progress on the objective. Key Results benchmark and monitor how you get to the objective, and when the objective is complete.
Please note only the Admin for the Goals module will have the access to make changes in the terminology which will immediately reflect everywhere in the product.
To align your custom names for OKRs
Step 1: On the top navigation, click on Performance, and select Goals from the drop down menu.
Step 2: On the left hand side panel, select Preferences under Goals Settings. You should see a page similar to this:
Step 3: Enter the terminology of your choice for all three mandatory fields ie. module, objectives and key results
Please note that:
- Enter the exact name of what you wish to term the Goals module as.
- Enter only a singular name for the Objective. System will pluralize it where required. Eg. Add Objective will automatically be termed as 10 'Objectives' selected
- Enter only a singular name for the Key Result. System will pluralize it where required. Eg. Edit Key Result will automatically be termed as Bulk upload 'Key Results'
Step 4: Click on 'Save Changes' to reflect everywhere in the product.
Let's take an example. Currently the Goals module uses the OKR terminology. In Preferences it looks like this:
In action on the product it looks like this:
To change from the Goals - OKRs terminology to V2MOM, in the settings it will look like this:
And in action on the product it will look like this: