OKR & Project Integrator
| Lines of Code | 222 |
| Technical name | to_okr_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_okr_project |
| Read description for | v 13.0 v 14.0 v 15.0 v 17.0 |
| Required Apps | Project (project) Discuss (mail) Employees (hr) |
| Included Dependencies | Objectives & Key Results - OKR Employees Customization Org Chart |
Demo video: OKR & Project Integrator
What It Does
Transform objectives into actionable plans: This module seamlessly integrates the OKR (Objectives & Key Results) framework with the Project application, enabling your organization to effortlessly connect strategic objectives with actionable tasks and measurable outcomes.
Key Features
- Assign Objectives & Key Results to Projects/Tasks;
- Create Projects/Tasks directly within OKR;
- Track the number of Objectives & Key Results linked to each Project;
- Manage the number of Projects/Tasks under one Objective or Key Result.
Benefits
- Turn OKR into actionable plans: Don't let goals just stay on paper. Create projects and tasks directly from OKR and witness how objectives turn into real progress;
- Easy collaboration: Assign objectives and key results to specific tasks and individual team members. Help your team understand their role in achieving common success;
- Real-time progress tracking: Clearly visualize how objectives are linked to daily activities. Measure success as tasks are completed and key results are achieved — all in one place;
- Optimize workflow: Break down large projects into smaller, easily assignable tasks and ensure everyone is working towards the same goal;
- Focus and transparency: With automatic time tracking and detailed monitoring features, you can control resources and ensure all efforts are recognized.
Who Should Use This Module
- Leaders and managers: Want to ensure strategic goals are integrated into daily activities;
- Teams: Looking for clarity in work and simplified task management;
- Businesses: Want to optimize the alignment between goals and actions to improve performance and transparency.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_okr_project.
- Press Install.
Instruction
Instruction video: OKR & Project Integrator
Link an existing task of the Project module to a Key result
With the OKRs app, you can link an existing Task with a Key result to help you make plans as well as keep track of the OKR in more detail.
- Navigate to the Project app app, select a Project and then select the Task you want to link to the OKR app.
- On the Task view, press Edit. On the Key Result field, select the Key result you want to link and then press Save.
- From this Task view, press on the Key result to see the key result detail view. You will see the quantity of the related Projects and Project Tasks on the top right corner.
Track the progress of the OKR-related projects
On the OKR Node, press the Projects or Project Tasks button to view the Project, Tasks that are linked to the OKR Node. Especially, when you press the Project Tasks button, you can see the other information such as Project, Assigned person, Hours Spent, Progress, Stage, etc. of each Task.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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