How-ToAugust 12, 2026

How to Create OKRs in Notion (2026 Guide)

How to set up and track OKRs in Notion using linked databases, formulas, and rollups. Works well for teams under 50. Requires discipline to maintain.

TL;DR

Notion's database system is well-suited for OKR tracking. Set up an Objectives database linked to a Key Results database, add progress formulas and rollups, and create views for different audiences. This guide covers the full setup, weekly update workflow, and team alignment. The main limitation is that Notion OKRs are disconnected from your execution tools: there is no automatic connection between OKR progress and sprint completion.

Why Notion for OKRs

Notion's relational databases let you model the OKR hierarchy naturally: Company Objectives > Team Objectives > Key Results > Initiatives. Rollup formulas automatically calculate progress. Multiple views (table, board, gallery) let you present OKRs differently for leadership, teams, and individuals. And because Notion is already where many teams keep documentation, OKRs live alongside the strategies and plans that inform them.

Dedicated OKR tools like Lattice or Ally.io offer more features (automated check-ins, Slack reminders, manager dashboards), but for teams that want to avoid yet another tool, Notion is a practical alternative.

How to Create OKRs in Notion: 7 Steps

Step 1: Create the Objectives Database

Create a full-page database called “Objectives.” Add properties: Objective (title), Owner (person), Team (select), Quarter (select: Q1-Q4 + year), Status (select: On Track, At Risk, Off Track, Complete), and Level (select: Company, Team, Individual). This database holds all objectives across the organization.

Step 2: Create the Key Results Database

Create a linked database called “Key Results.” Add properties: Key Result (title), Objective (relation to Objectives database), Target (number), Current (number), Unit (select: %, count, revenue, NPS), Owner (person), and Status (formula: if Current/Target >= 0.7, “On Track”; else “At Risk”). Add a Progress formula: (Current / Target) * 100.

Step 3: Add Rollup to Objectives

On the Objectives database, add a Rollup property that pulls from the linked Key Results relation, selects the Progress formula, and calculates the average. This gives each objective an automatic progress percentage based on its key results. No manual progress updates needed at the objective level.

Step 4: Write Good OKRs

Objectives should be qualitative and inspiring: “Become the go-to tool for PM workflows.” Key Results should be quantitative and measurable: “Increase weekly active users from 500 to 2,000” or “Reduce onboarding time from 12 minutes to 3 minutes.” Avoid key results that are just tasks (“Launch feature X”) rather than outcomes.

Step 5: Create Views for Different Audiences

Create filtered views. A “Company OKRs” view filtered to Level = Company. A “My OKRs” view filtered to Owner = current user. A “Team View” grouped by Team showing all objectives and their progress. A “This Quarter” view filtered to the current quarter. Share the appropriate view in each team's Notion workspace.

Step 6: Set Up Weekly Updates

Every week, Key Result owners update the “Current” value with the latest data. Set a recurring reminder or Slack notification for Monday morning updates. The rollup formula automatically recalculates Objective progress. Review the overall OKR dashboard in the weekly team meeting.

Step 7: End-of-Quarter Review

At quarter end, score each Key Result (0.0 to 1.0, where 0.7 is a strong result). Add a “Score” property to the Key Results database. Write a brief retrospective for each objective: what worked, what did not, and what to carry into next quarter. Archive the quarter's OKRs and create new ones for the next quarter.

Common Mistakes

  • Writing Key Results that are tasks, not outcomes. “Ship feature X” is a task. “Increase user activation rate from 30% to 50%” is an outcome.
  • Setting too many OKRs. More than 5 objectives or 4 key results per objective means focus is diluted.
  • Not updating weekly. OKRs that are set at the start of the quarter and checked at the end are useless. Weekly updates surface problems early.
  • Not connecting OKRs to sprint work. If sprint items do not map to key results, the team is working on things that do not advance the OKRs.

How Vantage Makes This Better

Vantage connects your product work to business outcomes. When PRDs are created with success metrics tied to OKR key results, every ticket generated from those PRDs inherits that connection. You can trace from a Key Result to the PRD that addresses it to the specific tickets being worked on in the current sprint.

Vantage's analytics features also help you track the actual metrics that your Key Results measure, so OKR updates are based on real product data rather than manual estimates.

Frequently asked questions

OKRs connected to product execution

Vantage traces from business objectives to PRDs to sprint tickets. Every piece of work connects to the outcome it drives.

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