How to set up your Tability workspace
Everything you need to know to set up your Tability workspace
About this post
This post contains everything that you need to know to prepare your workspace and start tracking your OKRs.
Supporting video
This video has quick tutorial for each of the topics covered in this post. Click on the link "Jump to video" to go to the right timestamp.
Topics covered
Inviting your team and understanding the different types of users
How to organise your OKR plans with multiple layers of OKRs
How to organise your OKR plans with yearly and quarterly OKRs
Importing OKRs from a spreadsheet and adjusting targets
Writing your OKRs from scratch
Adding stakeholders to the list of watchers
Linking OKRs across your workspace
Removing the sample data
Setting up your org chart
Reducing tool fatigue with integrations
Setting up SSO and SCIM
Connecting Tability to Slack
Adding Tability to Microsoft Teams
Connecting Tability to your project management tool
Connecting OKRs to data sources
1. Inviting your team and understanding the different types of users
Once you add your OKRs to Tability, the very next thing you’ll want to do is to assign owners and contributors for each of the key results.
You can invite the people that will be in charge of the OKRs by doing the following:
Go to the People section
Click on Invite your team
You will see a pop-up that allows you to invite fully licensed users or read-only users.
Read-only users are only available on Tability Premium, and you will get 2 read-only users for every Premium user license purchased (ex: if you buy 25 Premium user licenses, you will get 50 read-only licenses for free).
A fully licensed user has access to all the features of Tability. They can create OKR plans, edit goals, share progress updates, and manage initiatives.
A read-only user can browse the content of the workspace, see the dashboards and reports, leave comments and reactions. But, they won’t be able to manage goals, initiatives, or create and edit OKR plans.
You should invite someone as a fully licensed user if they need to work on the OKRs or the initiatives attached to them.
You should invite someone as a read-only user if they simply need to read progress updates from other people and provide feedback via comments.
2. How to organise your OKRs by departments and teams with multiple layers of OKRs
If you want to learn about importing a specific set of OKRs, please jump to section 4.
OKRs are organised in layers. You can have the top-level OKRs (L1) capturing the company goals for the quarter, then the department level OKRs underneath (L2), and then the team level OKRs on the third level (L3).
We recommend against doing individual OKRs as it often shifts the focus away from the business and customers. It’s not that personal goals are bad, it is more that they should be stored separately from the main OKR tree.
So, in Tability you can organise your OKRs by creating a plan for the company, and use sub-plans to create the layers underneath. We recommend using the following naming structure for your plans:
<Department or Team> OKRs <Quarter> <Year>
For instance, you could have Product Management OKRs Q2 2025 or Customer Support OKRs Q2 2025 as plan names.
Now here’s below what the workspace structure could look like if you need to have company, departments, and teams OKRs
How to create a top level plan
Go to the Plans section of your workspace
Click on Create a new plan
Select the Goals and initiatives option in the modal
Set your plan parameters
Name: name of your plan
Check-in reminders frequency: how often Tability should nudge key results owners for progress updates
Timeline: select the timeframe for your OKRs. All OKRs inside of a plan will have the same timeline
Click Create
Tability will then redirect you to the plan editor where you can add your OKRs (see section 4 and 5)
How to create a sub-plan
Go to the Plans section of your workspace
Hover over the parent plan
Click on the button + sub-plan at the end of the row
Follow the steps to complete the plan creation form
Tability will then redirect you to the plan editor where you can add your OKRs (see section 4 and 5)
3. How to organise your workspace with yearly and quarterly OKRs
If you want to learn about importing a specific set of OKRs, please jump to section 4.
If you need to have yearly and quarterly OKRs, our suggestion is to have your yearly plan as a top-level OKR plan and then new OKR layers for each quarter listed underneath.
Ex:
How to change the timeline of your plan
Go to the Plans section of your workspace
Click on Create a new plan
Select the Goals and initiatives option in the modal
Set your plan parameters
Name: name of your plan
Check-in reminders frequency: we recommend monthly check-ins for yearly OKRs
Timeline: select Custom and adjust the dates
Click Create
4. Importing OKRs from a spreadsheet and adjusting targets
So far we’ve seen how you can organise your workspace but we haven’t looked at how you can add goals to Tability.
There’s a really quick way to add your OKRs to Tability if you already have them in a spreadsheet. You can use the magic importer to upload a CSV file, and our AI will parse the file to identify the objectives, key results, and initiatives. Once added, you simply need to adjust the targets and assign the owners to complete the process.
How to use the Magic Import
Go to the edit mode of your plan (click on Edit content from your plan dashboard)
Click on Use magic import
Select your CSV file (see an example here)
Click on Import from CSV file
After a couple of seconds you should see all the OKRs added to your workspace.
How to adjust targets and owners
By default, all imported key results have a target that goes from 0% to 100%. It’s a generic target that will fit most use cases, but we always recommend to use real metrics if you can.
For instance, if your KR is to Reduce CAC from $650 to $500, then you can do the following to update your key result.
Click on the target label 0 → 100%
In the form editor:
Set the target to $500 CAC
Set the starting at value to be 650
Save your changes
Note that the target field is a smart field where you can write down your metric with its format (ex: “$500 CAC”, “NPS 60”, “$34/lead/week”.
If you want to adjust the owner you just need to click on the avatar and search for the person that should be owning the OKR.
5. Writing your OKRs from scratch
A department or team can easily have 15 to 20 objectives and key results in a plan. This would be a lot of fields to fill and submit if you had to submit each goal individually via a form.
Fortunately Tability takes a completely different approach. With our custom-built editor, you will be able to add your OKRs inline with a doc-like experience.
Go to the edit mode of your plan (click on Edit content from your plan dashboard)
Start typing your objective and press enter
Keep adding your objective, or press tab to add key results
Your content is saved automatically as you type it, and Tability’s AI will automatically detect the metrics attached to your key results to set the targets for you.
If things aren’t set up the way you want, or if you want to have access to the advanced options, then you can click on the target field to open up the form mode.
6. Adding stakeholders to the list of watchers
The easiest way to keep your stakeholders informed is to add them to the list of watchers in the plans that are relevant for them. Once added, they will get email and push notifications whenever progress is shared on the key results.
How to add someone as a watcher:
Go to your plan dashboard
Click on Manage in the watchers widget in the right sidebar of your plan
Click Add watcher and select the right person to add.
7. Linking OKRs across your workspace
Once your OKRs are added, you might have a situation where you’ll want to link them to a parent.
Ex: The KR “Increase weekly leads from 2,500/week to 4,000/week” contributes to the top-level key result of “Increase quarterly revenue from $2.5m to $2.8m”.
You can do this easily by using relationships.
Click on the contributing KR
Click on Add relationship
Click on Add parent key result
Select the corresponding key result
You can also link a KR to an objective or use the same form to link the selected key result to a dependency.
The relationships are very flexible! You can select a parent KR from any plan, and you just have to use the selectors to find the right items.
8. Removing the sample data
Every new workspace is created with sample data here to show you what Tability can do.
Make sure that you remove the sample data to clean up your workspace before you start rolling out OKRs with your team.
Go the Plans section of your workspace
Click on Remove sample data
9. Setting up your org chart
Tability makes it super easy to see how your direct reports are doing. You can quickly update your network graph from your Focus page to indicate who your direct reports (and manager) are. Once configured, you will be able to use the network minimap to see your closest teammates and their goals.
How to configure your org network:
Go to your My Focus page
Scroll to the Org network section
Click on Update your network
Select your direct reports and manager
Once everything is configured you will see your direct reports and manager in your personal network graph.
10. Reducing tool fatigue with integrations
We strongly believe in blending with existing applications. The more Tability can talk to or exist within your existing tools, the easier it will be for people to adopt Tability.
There are several things that you can do listed below.
Setting SSO and SCIM
You can simplify user management by configuring SAML SSO for authentication and using SCIM for user provisioning.
This combination means that you can centralise user management in your identity provider and quickly adjust access and permissions as needed.
Connecting Tability to Slack
You can connect Tability to Slack to bring reminders and reports digest directly in Slack DMs and Slack channels.
Check our documentation to see how you can add Tability to Slack
Adding Tability to Microsoft Teams
If you’re using Microsoft Teams, then you will be delighted with our Tability integration. Our MS Teams app will seamlessly work with Teams:
Users will be automatically signed in when they load the app.
You will get access to all the features of Tability.
Check our documentation to see how you can add Tability to Microsoft Teams
Connecting Tability to your project management tool
Knowing goals is one thing, knowing what people are doing to achieve said goals is another.
Tability makes it really easy to connect outcomes to outputs thanks to its initiative-tracking module. You can go one step further and connect your preferred project management tool to sync tasks instead of using Tability’s initiatives.
Check out the respective docs to see how you can connect your current project management platform to Tability.
Connecting OKRs to data sources
Many key results will require you to pull data from external sources (Salesforce, HubSpot, PowerBI, etc…). Instead of having to switch context all the time you can use the data connectors to add data source to each key result.
Go to the Integrations admin page of your workspace
Connect the tools that are relevant for you
Now click on a key result that you want to connect to a data source
Click on Connect a data source in the top right corner
Select the relevant data source
Follow the steps to complete your connection
What’s next
That’s it! This guide should have covered most of the features that you’ll need to get started.
Now the next step is to start doing your check-ins!Other articles
Templates and examples
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