Add an OKR, KPI, or Milestone to your Workspace to anchor the Living Execution Plan to the outcomes your team is accountable for.

The modal offers four ways to create a goal: the three goal types — OKR, KPI, and Milestone — to fill in yourself, plus Or let AI suggest goals → From text or documents, which drafts goals from a description, doc, or file. Pick a type to fill in manually (below), or use the AI option.

The Add Goal modal can draft goals for you from existing material — available every time you add a goal, not just when a Workspace is empty.

In the Add Goal modal, under Or let AI suggest goals, click From text or documents.

Paste a doc, a Slack thread, or a one-liner into the box — or click Upload .pdf / .md / .txt to add a file. Write naturally; you don't need to format it as OKRs or KPIs. Click Propose goals.

In Parallel proposes one or more candidate goals, each shown as a card with a suggested type, title, and description. For each candidate you can set an owner and a deadline, Dismiss it, or Accept it — and + Add more from text feeds in more material.

Accept a candidate to open it pre-filled, then complete the remaining details (owner, target date, key results) exactly as you would for a goal you filled in manually (below). Accepted candidates become normal goals in the Workspace.

Tip: AI-suggested goals follow the same quality bar as manual ones — keep the set small (1–3 active goals) and outcome-oriented. See Goals and commitments.

Use an OKR when you want to define an ambitious objective and track progress through measurable key results.

In the What do you want to achieve? field, write the objective — the outcome you're aiming for. In the Why is this important? field, add context for the team (optional but recommended).

Select an Owner and pick a Target Date. These are required — a goal without ownership tends to drift.

Click Add Key Result + and fill in:

You can add multiple Key Results. Each one tracks separately.

Click Confirm and create. The goal opens in a detail view. The default state is Draft — update it to Green, Amber, or Red once the goal is active to reflect its current health. See Update goal progress for a full description of each state.

Use a KPI when you want to track a metric continuously against a target value.

In the KPI name field, write a clear metric name (for example, "Monthly Recurring Revenue" or "Cart recovery revenue"). Add a description to explain what the metric measures.

Select a Unit from the dropdown — the default is $ US Dollar, so change it if your metric uses a different unit. Set the Current Value (your baseline today) and Target Value (what you're aiming for).

Select an Owner and Target Date, then click Confirm and create. The KPI goal opens in a detail view where you can update progress over time.

Use a Milestone for a qualitative achievement — a deliverable, a launch, or a key event that marks significant progress.

Write the milestone in the title field. Be specific: "Full rollout of single-page checkout" is better than "Ship checkout".

Select an Owner and Target Date. Add a description if context would help the team.

Click Confirm and create. The milestone opens in a detail view. Use the Action Plan section to add smaller tasks that track progress toward the milestone — each action item has a title, status, owner, and due date.

After adding goals, your Goals list shows all three types together with their current state and progress.