1. OKR Tracking System
  2. Get started
Get started

Get OKR Tracking System running in four steps.

Prepare your first objective and review its supporting work.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up OKR Tracking System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open OKR Tracking System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to open OKR Tracking System. Identify the delivery lead, project manager, team members, check-in reviewer and blocker owner for the first cycle.

Prepare the first operating cycle

Choose one organization and an active objective. Give the objective an owner and dates, add a key result with a target date, then create a work package and assigned tasks. Record a check-in and a blocker so the team can rehearse both configured workflows.

Review before release

Open the task board and Review Queue. Confirm the owner and status of each item, submit an eligible check-in for approval, and inspect its decision and receipt. Set a blocker with severity to Open and inspect the receipt. Plan implementation.

Set up OKR Tracking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started