Automated emails within the OKR process

Objective

There are two emails that are sent automatically.

As soon as you have at least one Key Result with the status reason "Agreed", an e-mail is sent to you every Friday so that you can always keep an eye on your Key Results.

For the owners of Objectives, an e-mail is sent every Monday so that you can coordinate your and your team's week accordingly.

The idea behind this is that everyone involved in the OKR process keeps the objectives in mind and works on them continuously.

Prerequisites

To use this functionality, your Admin user needs an Office 365-License. Please make sure such a license has been assigned to your Admin correctly during the system setup (see here).

Content of automated emails

The following OKR-related emails are sent by the system:

Key Result / KPI email:
- OKR -Recurring Key Result Emails:
  "We hope you had an exciting week.
  It's time to have a look on your Key Results and KPIs again.
  Please update the progress and confidence of your Key Results and KPIs:
  [Key Result - Link]
  [KPI - Link]"
Objective E-Mail:
- OKR - Recurring Objectives Emails
  "Have a great Monday!
  It's time to check the progress of your Objectives.
  You can see the progress here:
  [Objective - Link]"

Hint

The OKR emails are activated automatically, nothing has to be done additionally to activate them.