Creating and Updating Tasks

Tasks can be created in the following pages:

• OKRs
• Tasks
• Cycles - Detail (If Cycles are enabled)

When creating a Task the Task popup appears:

(since this is an existing task the title is : Update Task)

The Task popup consists of 4 tabs that relete for different types of Task information:

• Info
  
• Dates
• Metrics
• Files

How to Create a Name and Description for a Task in OKR Focus

When creating a Task in OKR Focus, giving it a clear name and a meaningful description helps your team understand what needs to be done and why it matters. Here's how to do it:

What it is: A concise, action-oriented title that summarizes what the task is about.

How to write it:

• Start with a verb (e.g., Write, Design, Review, Launch)

• Be specific and direct (e.g., “Draft blog post for Q2 product update” instead of “Blog”)

Examples:

• “Design landing page for new feature”

• “Optimize homepage meta description”

• “Send Q3 OKR update to stakeholders”

What it is: A brief explanation that adds context, clarifies expectations, or includes relevant links or resources.

How to write it:

• Clarify the “why” behind the task if it’s not obvious

• Include key steps or deadlines if helpful

• Mention related objectives, key results, or teammates if applicable

Examples:

• “Part of the SEO improvement initiative. Include 3 target keywords and follow brand tone guidelines.”

• “Due before Monday’s sync. Coordinate with @Sam and @Nina on copy edits.”

How to Fill Out the “Dates” Section When Creating or Updating a Task in OKR Focus

The Dates section helps you schedule your task, assign it to a Key Result, and place it within the correct planning cycle. Here's how to complete each field:

Choose the team member responsible for completing this task.
✅ Tip: Only members of the Team assigned to the OKR will appear here.

Select the Key Result this task supports. This ensures the task contributes to a measurable outcome. 

If using the OKRs or Cycles pages the Key Result will be auto-assigned

Set when the task is scheduled to begin and when it should be completed.

• Start Date: The day work is expected to start

• End Date: The final due date for completion
  ✅ Tip: These dates help with planning and progress tracking.

Start and end dates fall within the time frame of the parent Key Result (KR)

Choose the Cycle (your OKR planning period) that this task falls under.
✅ Tip: Tasks are grouped and tracked within their assigned Cycle for better timeline clarity.

After completing these fields, click Next to move to the next step, or Back to review the previous section.

How to Fill Out the “Metrics” Section When Creating or Updating a Task in OKR Focus

The Metrics tab defines how task progress is tracked and how much effort is expected. Here’s how to complete each field:

Select how you want to measure progress on the task. Available options:

• Status: Uses three progress states — Backlog, In Progress, and Completed

• Checklist: Progress is based on how many checklist items are completed

• Value: Tracks progress toward a specific numeric goal (e.g., from 0 to 100)

• Percentage: Tracks completion as a percentage (0% to 100%)

✅ Tip: Choose the type that best reflects how progress will be updated or measured.

This field adapts based on your selected progress type:

• Status: Select the final state (typically Completed)

• Checklist: Progress updates automatically as checklist items are marked complete

• Value: Enter the numeric goal to reach (e.g., 10,000 site visits)

• Percentage: Set a target percentage (usually 100%)

✅ Tip: Be realistic and specific—targets help with accurate reporting and alignment.

Estimate the effort required to complete the task. This is helpful for planning and prioritization.

✅ Tip: Use consistent sizing within your team for more accurate work estimates.

🔄 Note: The Cycle field will appear only if Cycles are enabled in your organization settings. Cycles let you associate tasks with planning periods like quarters or sprints.

Click Next to continue or Back to review the previous tab.

How to Use the “Files” Section When Creating or Updating a Task in OKR Focus

The Files tab lets you attach relevant documents to keep everything organized and accessible.

• Click Upload File to add any supporting documents (e.g. briefs, specs, mockups, or plans).

• Uploaded files will appear in the list with their name and type.

• Use the trash icon to remove any file.

✅ Tip: Attachments are great for context-sharing, especially for team collaboration or when handing off tasks.

Once your files are added, click Save to finish or Back to review other tabs.

When creating or updating a task in OKR Focus, not all fields are required right away. Some information can be added later as work becomes more defined or priorities shift. The system helps flag missing but recommended info with visual cues so nothing important gets overlooked.

The following fields can be left blank when setting up or editing a task:

• Dates
  Useful for scheduling, but not required at the outset.

• Story Points
  Estimation can be added later during planning or sprint setup.

• Progress Type
  If not selected, you’ll see a small orange info icon (⚠️) in the Metrics tab to signal this is missing.

• Progress Target
  This is only applicable once a progress type is chosen, and can be defined later.

• Empty optional fields are highlighted in orange to indicate they are incomplete.

• An orange info triangle will appear next to the Metrics tab if Progress Type has not been selected.

These are reminders rather than errors. You can still save and continue working with the task as needed.

While these fields are optional, completing them early improves task tracking, prioritization, and clarity across your team.