Getting Started FAQ
Where should I start?
If you joined an established company, start with Home, My OKRs and My Tasks. For a new company, use Your First 30 Minutes.
Must I complete Analysis and Synthesis phases?
No. The old four-phase description is not the current menu structure. Situation Analysis and Analysis Tools remain; Synthesis is not a separate menu. Records follow their own permission, cycle and validation rules.
Why are some menus missing?
Your role, enabled modules and the company's Menu Settings affect visibility. Seeing a menu does not mean you can edit every record. Use access troubleshooting.
How do OKRs and KPIs differ?
OKRs track objectives and key results within a cycle. A KPI is a continuous measurement series used by several reports. The Object Model explains the relationships.
Is a focus area required before creating any objective?
A focus area link is important for strategic alignment; it is not a general four-phase or focus-area creation gate. Missing links appear in health and alignment views.
Where do I update progress?
Use My OKRs for key results and initiatives you own or contribute to. Enter KPI measurements in KPI Tracking; measurement authorization depends on the responsible person and the owning unit's leadership chain.
Where is the old Control Center?
Open a cycle in OKR Cycles and use its Health view. The old address redirects there. Access to Performance is checked separately.
What should I share when asking for help?
Send your company name, page, error time and a sanitized error message to your company administrator. Do not share passwords, API keys or session tokens.