How-To2026-11-052 min read

Connect Shortcut Epics to Objectives and Key Results

Link Epics on a Shortcut Objective detail page to connect delivery work with a goal. Strategic Objectives can also align Epics to individual Key Results.

Tactical Objectives are available to all organizations. Strategic Objectives and their Key Results require Business or Enterprise. Choose the goal structure before linking work.

Example: connect Checkout reliability to a tactical Reduce payment failures objective; use a measured failure-rate Key Result only when the team actually maintains its current value.

Step-by-step guide

01

Open the actual goal

Open Objectives and select the intended Objective. Read its description and dates so a similarly named goal does not collect unrelated delivery work.

02

Add delivery Epics

On the Objective detail page, add the relevant Epics. For tactical delivery tracking, keep the alignment directly on the Objective rather than adding a measurement layer without data.

03

Align measured work when available

For an eligible Strategic Objective, open the relevant Key Result and use Add Epics. Confirm its starting, current and target values describe the outcome the Epic is intended to influence.

04

Inspect both progress measures

Keep Epic and Key Result progress visible in Table view. Hover to inspect delivery progress, health and measurement recency; completed Stories alone do not prove the target metric improved.

Common mistakes

Treating output as an outcome

Epic completion measures delivery. A Key Result needs its own maintained current value to describe customer or business impact.

Sources and verification

Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

Frequently asked questions

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