A classic OKR workspace for any team running quarterly objectives with weighted key results, weekly check-ins, and an AI agent that keeps OKRs alive between quarterly offsites in Taskade.
What's Included
- Objective Tree: Company-level objectives branching into team and individual OKRs on a Mind Map view
- Key Results Database: Table view with KR title, owner, baseline, target, weight (%), confidence (1-10), current value
- Weekly Check-In Agent: AI agent DMs each owner Monday for KR updates and parses replies into the database
- At-Risk Automation: When confidence drops below 5, an automation posts the KR + context to leadership Slack
- Quarterly Review Dashboard: Gantt view showing KR progress over the quarter, color-coded by confidence
Why This Template Wins
- OKRs that don't die in February: Most OKR docs go stale by week 4. Check-In Agent guarantees a Monday heartbeat without manual chasing
- Confidence scoring with context: When confidence drops, the agent captures why — feeding next quarter's planning
- Cascading is real: Set a company OKR, agent proposes 3 team-level cascades; approve the ones that fit
How to Use
- Clone this template into your Taskade workspace
- Customize objectives, KRs, weights, and owners
- Connect Slack, your metric sources
- Train the Check-In Agent on your team's tone
- Set up automation triggers for at-risk flags and quarterly review reminders
FAQ
Does this work for individual contributors vs full teams?
Yes. Pass any team size — Check-In Agent scales DMs and reporting cadence to match.
Can the agent compare OKRs across quarters?
Yes. Agent reads the OKR archive and surfaces patterns — which objectives consistently hit, which slip — feeding next quarter's planning.
What plan supports unlimited OKRs?
Free works for solo and small teams with limits. Pro ($16/mo annual) supports unlimited objectives and full automation capacity.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. To generate from a prompt, try the AI Business Generator. Browse OKR apps in the Community Gallery.