How to create a top-level plan

You can create a top-level plan by clicking on the "Create a new plan" button in the Plans section of your workspace

Once you hit the button, you will see a modal allowing you to provide more information about your plan.

  1. Go to the Plans section of your workspace.
  2. Click on "Create a new plan".
  3. Fill in the form.
    1. Give a name to your plan: this is the name of your plan (ex: Acme FY23 OKRs).
    2. Check-ins frequency: how often Tability should nudge the team about updating progress.
    3. This plan is for: use this option to set the timeline for your plan. You can select “Custom” to set manually the start and end dates of your plan.
  4. Hit "Create".
  5. You will be redirected to the Plan editor where you can start writing your goals/OKRs.

Our recommendations:

  • Use a weekly frequency of check-ins for quarterly goals.
  • Use a monthly frequency of check-ins for monthly goals.
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