2.1.4. Projects and roles¶
2.1.4.1. Core concepts¶
The OKR tool uses four main building blocks:
A project is the container for your OKRs. It has a name, a deadline, and a completion state.
An objective describes what you want to achieve.
A key result is a measurable outcome with start, current, and end value.
A task is a concrete action item that belongs to a key result.
2.1.4.2. Roles in a project¶
Permissions are assigned per project. This means that the same user can be a team lead in one project and a regular member in another.
There are two normal project roles:
Member: works on objectives, key results, and tasks within the project scope
Team lead (leader): has all member permissions and can additionally manage the project itself and its members
Administrators are a special case. They can usually perform project-lead actions regardless of their explicit project role.
2.1.4.3. What members can do¶
As a member, you can usually:
view the project and its content
create, update, and delete objectives within the permitted project scope
create, update, and delete key results within permitted objectives
create, update, and delete tasks within permitted key results
update day-to-day work inside the project
2.1.4.4. What team leads can do¶
As a team lead, you can do everything a member can do. In addition, you can usually:
update the project itself
delete the project
change project-level settings such as name, deadline, done state, or icon
add users to the project
remove users from the project
assign the project role of a member
2.1.4.5. Role overview¶
Action |
Member |
Team lead |
|---|---|---|
View project content |
Yes |
Yes |
Create, update, or delete objectives in the project scope |
Yes |
Yes |
Create, update, or delete key results in the project scope |
Yes |
Yes |
Create, update, or delete tasks in the project scope |
Yes |
Yes |
Update or delete the project itself |
No |
Yes |
Add or remove project members |
No |
Yes |
Assign project roles |
No |
Yes |
2.1.4.6. Managing project membership¶
Project membership is usually handled by a team lead. Typical actions on the project-members page are:
list current members
add a user to the project
assign the role member or leader
remove a user from the project
In many setups, the project creator is automatically assigned the team-lead role for that project.