How to create a sub-plan

You’ll often need to create a sub-plan under an existing one. For instance you might want to create a team or department OKRs plan under the top-level company OKRs.

You can do so by clicking on the “Create sub-plan” option in the corresponding menu dropdown of the parent.

1. Go to the Plans section of your workspace.
2. Find the parent plan.
3. Click on the “...” ellipsis menu.
4. Click on “Create sub-plan”.

This will open up the plan creation modal (see section “How to create a top-level plan”).