Generate goals or OKRs with AI in Perform & Engage 365

It's possible to generate goals and OKRs with AI in Perform & Engage 365 only if the Enable AI option is enabled in Advanced Organization Settings > AI Configuration.

To generate goals or OKRs with AI:

1. Depending on your user’s role and the level (team, department, etc.) at which you want to generate a goal or an OKR, select Me, My Team, or Organization on the top navigation bar.

2. On the top menu, select Goals or OKRs (depending on the organization goal type set in Advanced Organization Settings).

3. Select the level (Personal, Team, Department, or Organization).

4. At the top of the level item (departments, teams, etc.), select the three-dot icon and select Suggest Goals or Suggest OKRs (depending on the goal type set in the Advanced Organization Settings). The Goals AI Assistant screen opens.

5. To add parent goals or OKRs, in the Parent Goal field, select Add, and select a parent goal/OKR to align a new goal/OKR with it. If the Multiple parent/aligned goals option is enabled in Advanced Organization Settings, you can select multiple parent goals.

This option isn’t available for organization goals because these are placed at the top level of the hierarchy.

6. Select the checkboxes of the areas to which the goal relate, or select Other and enter a custom value.

7. Select Suggest goals. Shortly after, the list of suggested goals/OKRs is displayed.

8. Select Add for the relevant, suggested goal/OKR. The Add New Goal or Add New OKR screen opens.

9. Check the suggestion and make any changes to the goal/OKR, and select Save to create the goal/OKR and return to the goals list, Save and add another to create the goal/OKR and open the screen for creating a new goal/OKR, or Cancel to return to the goals list without saving the goal/OKR.