Getting started with Objectives in Range

How to use Range to track objectives or OKRs for your organization

Objectives in Range are a way to define the top priorities that people in your organization are working towards. You might call them OKRs, quarterly goals, or something else, but any type of objective can be represented in Range.

Often, when objectives are defined in a spreadsheet or doc at the start of the quarter, nobody looks at them again until the quarter is over, when it’s too late to do anything other than grade them and move on.

The advantage of putting your objectives in Range is that they can be part of a regular cadence of communication:

  • Range reminds objective owners to update the status each week, and updates are distributed to the relevant people via email, Slack, and Range’s Home feed.
  • Anyone working on something related to an objective can tag their daily check-in in Range so their work is associated.
  • Regular check-in meetings that are run using Range can automatically pull up the current status of each objective as part of an agenda topic, with zero overhead.

If you’re looking for more advice on how to write, organize, or use objectives in your organization, Range has a number of helpful articles on our blog.

Organizing objectives in Range

In Range, objectives are organized in a tree. You can define objectives at the top level, or add objectives under an existing objective. This enables larger companies to represent their existing complex objective structures in Range: team-level objectives rolling up to area-level objectives, all the way up to top-level company objectives, or anything in-between.

For smaller companies, it’s often sufficient to start with one set of top-level company-wide objectives. You can optionally associate an objective with a particular team if one is primarily responsible for doing the work, and with an owner if someone is responsible for making sure the objective is moving forward and providing status updates for it.

As you grow, you may begin to add child objectives under each top-level objective that break down the pieces of how that higher-level goal should be achieved, and which teams are responsible for making each piece happen.

You can also use sub-objectives as a way to define key results for an objective. Objectives can optionally have a metric defined as part of status updates, and you can use the metric to track progress towards a measurable goal.

Creating an objective

1. Visit the “Objectives” page

Click on “Objectives” in the left navigation to view all of the objectives across your organization. You can also filter objectives to just those belonging to a specific team or owner.

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2. Create an objective

Click the “+” button to create a new objective. Once you have some existing objectives, you’ll be able to create an objective at any level in the tree.

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3. Choose a title and hashtag

Enter a title for the objective. You can also optionally choose a short hashtag to refer to the objective. The hashtag can be used in daily check-ins to refer to the objective when tagging work items.

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4. Associate a team and owner

If you like, you can click to add a team and owner for the objective. Add a team if there’s a team in Range which is primarily responsible for working on the objective. Add an owner if there’s someone who’s responsible for keeping the objective moving and reporting on status.

It’s a good idea to have an owner so that someone has accountability for updating the status of the objective regularly. Range will remind the owner to update the status of the objective once a week.

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5. Add additional info on the objective detail page

Click on the objective in the list to view the details. Here, you can add additional information like a description (with Markdown formatting), start date, and end date.

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Moving an objective

Moving an objective from one location in the tree to another is called changing the objective’s alignment. You can change an objective’s alignment from two places:

  1. In the objective tree view, hover over a row, click the “...” menu on the right, and choose “Align objective”.
  2. On an objective detail page, click the “Aligned” or “Unaligned” button at the top above the objective’s name.

Once you click to align an objective, you’ll see a dialog where you can select a new parent for the objective.

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For now, you can’t control the order of sub-objectives under a parent, but the ability to manually order objectives is coming soon.

Updating the status of an objective

Status updates on an objective let the rest of the organization know how things are going. When updated and reviewed on a regular basis, status updates allow a team to react to new information and take actions like making additional resources available to work on the objective, changing the timeline, or de-prioritizing it altogether. This type of cadence is critical to making objectives useful vs. a document that teams only look at once a quarter.

There are two places where you can add a status update to an objective in Range:

  1. In the objective tree view, hover over the current status and click the “+” icon.
  2. On an objective detail page, click the “Add status update” button.

Once you click to add a status update, you’ll see a dialog where you can write a short description of what’s changed, choose a new status, and optionally add or update a quantitative metric.

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Once you share a status update for an objective, Range will distribute it to the relevant teammates via daily email summaries, Slack team subscriptions, and Range’s Home feed.

Reviewing the status of objectives in meetings

Since it’s so important to regularly review the status of objectives, Range has added functionality in our meeting tool to make this easier.

By default, Range meetings come with a recurring “Objectives to review” agenda topic. Embedded in the UI for this agenda topic, you’ll see the objective tree view, automatically filtered to show objectives for the team that owns the meeting:

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You can use the tree view to review objectives in the meeting:

  • Hover over the status of an objective to review the latest status details.
  • Click the “+” icon next to the status to add a status update during the meeting.
  • Expand the objective to review relevant sub-objectives.
  • Change the default filters at the top of the tree view to see additional objectives for other teams, or all objectives across the company.
  • For more details, click on an objective to open the detail page in a new tab.

Still have questions? Reach out to us below.


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