A combined OKR + KPI tracker for teams that want objectives anchored to live metrics in Taskade. Each objective links to weighted key results, each key result links to a live KPI, and the agent keeps the whole tree honest.
What's Included
- Objective Tree: Mind Map view with company → team → individual OKRs
- Key Results Database: Table with KR title, owner, baseline, target, weight, confidence, current value
- Linked KPI Pull: Each KR auto-links to a KPI from the underlying metric database
- Check-In Agent: AI agent DMs each owner Monday for the KR update and parses the reply
- At-Risk Automation: When a KR confidence drops below 5, the automation flags leadership
- Quarterly Review Pack: Auto-drafted progress pack at quarter end
Why This Template Wins
- OKRs anchored to reality: Each KR pulls its current value from a live KPI, so the tree is never stale
- Check-ins happen automatically: The check-in agent runs the Monday loop without anyone manually chasing
- At-risk visible early: Confidence threshold automation surfaces problems while the quarter can still recover
How to Use
- Clone this template into your Taskade workspace
- Customize objectives, KRs, and KR-to-KPI links
- Connect your metric sources
- Train the Check-In Agent on your OKR cadence
- Set up automation triggers for at-risk flags and quarterly pack
FAQ
Does this work for company and team OKRs?
Yes. The Mind Map cascades from company-level objectives down through team and individual KRs — all linked to the same live KPI source.
Can the agent recommend KR adjustments?
Yes. The agent reads run-rate against target and proposes mid-quarter KR adjustments with reasoning leaders can accept or reject.
What plan supports a 100-person team?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced cross-team analytics.
CTA
Try this template free in Taskade. For OKR setup, see /learn/agents/custom-agents. To generate a custom OKR workspace from a prompt, try the AI OKR Generator. Browse goal-setting apps in the Community Gallery.