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Level up your OKRs

This Tana OKR template connects objectives, key results, and initiatives—kind of like an OKR operating system. It helps you craft best-practice OKRs with an embedded AI agent that can refine your objectives, suggest key results, and highlight relevant monitoring metrics.

OKRs you'll actually use

Objectives and Key Results is an excellent framework to clarify goals and help you stay on track, but all too often they get stuck in slide decks and documents never to be seen again. The Tana OKR template seamlessly blends OKRs with your notes, tasks, and projects—so you have them easily available at all times.

AI-assisted OKRs

The Tana OKR agent can help refine your objectives and key results, so your OKRs become more effective and actionable. Click on the OKR agent and select what type of input you want.

How to use the Tana OKR template

1. Write down your goal and tag it with #Objective.

2. Add key results directly to that objective, or get suggestions from the OKR agent.

3. Add initiatives, projects, and tasks to the objective from anywhere in Tana by using the #Objective field.

Pro tip - You can add a feed with objectives to your daily page, so you can keep your most important goals front and centre.

Get an overview of objectives on your Daily notes page

This template contains

Objective supertag
With a key result feed, and overview of relevant initiatives.

Key result supertag
That can easily be connected to different objectives.

Optional tag extension
You can add objectives to your task and project supertags so they appear in the Initiatives overview.

OKR agent
Trained on OKR best practices and embedded in the supertags.

You can use this template with the Free Plan, everything will work except the OKR agent.

About Tana

Tana is the next generation all-in-one workspace that connects and resurfaces information for you — so you can stay on top of everything without the busywork.