2. User documentation

This section explains how to use the OKR tool as an end user. It is written for both regular project members and team leads.

If you are looking for installation, configuration, or maintenance instructions, see the administrator documentation instead.

2.1. Recommended reading path

If you are new to the tool, read the pages in this order:

1. Getting started

2. Navigating in the app

3. Work in a project

4. Projects and roles

If you are a team lead, also pay attention to the team-lead notes on the project pages.

If you need help with account access or login security, see Account and security. If something behaves unexpectedly, check FAQ.

• 2.1.1. Getting started
  • 2.1.1.1. What you need
  • 2.1.1.2. First login
  • 2.1.1.3. After login
  • 2.1.1.4. Logging out
• 2.1.2. Navigating in the app
  • 2.1.2.1. Dashboard
  • 2.1.2.2. Opening a project
  • 2.1.2.3. Where to find account actions
  • 2.1.2.4. Typical navigation path
• 2.1.3. Work in a project
  • 2.1.3.1. Projects
  • 2.1.3.2. Objectives
  • 2.1.3.3. Key results
  • 2.1.3.4. Tasks
  • 2.1.3.5. When is a project finished?
• 2.1.4. Projects and roles
  • 2.1.4.1. Core concepts
  • 2.1.4.2. Roles in a project
  • 2.1.4.3. What members can do
  • 2.1.4.4. What team leads can do
  • 2.1.4.5. Role overview
  • 2.1.4.6. Managing project membership
• 2.1.5. Archiving and progress
  • 2.1.5.1. Progress calculation
  • 2.1.5.2. Practical meaning
  • 2.1.5.3. Archiving behaviour
  • 2.1.5.4. What to check if something disappears
• 2.1.6. Account and security
  • 2.1.6.1. Changing your password
  • 2.1.6.2. Two-factor authentication (TOTP)
  • 2.1.6.3. Passkeys (WebAuthn)
  • 2.1.6.4. TOTP vs. passkeys
  • 2.1.6.5. Password resets by an administrator
• 2.1.7. FAQ
  • 2.1.7.1. I get a “no permissions” or 403 error. Why?
  • 2.1.7.2. My key-result update fails with “current value is out of bounds”.
  • 2.1.7.3. Why is an objective suddenly archived?
  • 2.1.7.4. I finished tasks, but the progress still looks wrong.
  • 2.1.7.5. Where can I change my password or security settings?
  • 2.1.7.6. Where can I find the API documentation?