How to Track OKRs in Monday.com (2026 Guide)
Monday.com does not have a dedicated OKR feature, but its flexible board system and formula columns make it possible to build a structured OKR tracking system. The visual interface makes OKR reviews engaging, and dashboards provide at-a-glance progress for leadership.
This guide covers how to build a complete OKR tracking system in Monday.com from scratch.
Step-by-step guide
Step 1: Create an OKR board
Create a new board called "OKRs Q3 2026." Add groups for each objective. Within each group, add items for each key result. Add columns: Owner (person), Target (number), Current (number), Progress (formula: Current/Target*100), Status (status: On Track, At Risk, Off Track), Notes (text).
Step 2: Set up the progress formula
In the Progress column, use the formula: IF({Current}/{Target}*100 > 100, 100, ROUND({Current}/{Target}*100, 0)). This auto-calculates progress as a percentage. Add a Battery widget on the dashboard that uses this column for visual progress bars.
Step 3: Create a hierarchy with subitems
Use Monday.com's subitems feature to nest key results under objectives. Each top-level item is an objective, and subitems are key results. This creates a visual hierarchy. Enable the "Summary" feature on columns to roll up key result progress to the objective level.
Step 4: Link to execution boards
Add a "Link to Board" column that connects each key result to the project board where the actual work happens. When someone asks "what are we doing to hit this KR," the link takes them directly to the execution plan.
Step 5: Build an OKR dashboard
Create a Monday.com Dashboard with widgets: Battery for each objective (showing % progress), Chart showing objectives by status, Table listing all key results below target, and a Numbers widget showing overall OKR health (average progress across all objectives).
Step 6: Schedule weekly updates
Create an automation: every Monday at 9 AM, send an update request to all key result owners asking them to update the "Current" column. Use the Updates section on each item for qualitative commentary. Review the dashboard in your weekly leadership sync.
Common mistakes
Using statuses without formulas
Manually setting "On Track" vs "At Risk" is subjective. Use formula columns to auto-calculate progress, then set thresholds: > 70% of expected progress = On Track, 50-70% = At Risk, < 50% = Off Track. This removes bias from status reporting.
Not connecting OKRs to execution
An OKR board disconnected from project boards is a strategy document, not a tracking system. Always link key results to the work that delivers them. If a key result has no linked project, it is aspirational, not actionable.
Quarterly setup from scratch
Rebuilding the OKR board every quarter wastes time. Create a template board with the structure, formulas, and automations. Duplicate it each quarter and update the objectives and key results.
Tips
- Use Monday.com's color-coded Status column for at-a-glance OKR health
- Create a "OKR Review" meeting item template with a pre-populated agenda
- Use the Mirror column to surface OKR progress on other boards without duplicating data
How Vantage helps
Monday.com tracks your OKR progress. Vantage connects your product execution to those objectives. When creating a PRD in Vantage, reference your OKRs as context. The AI ensures your specs align with strategic goals, and conflict detection catches when multiple projects target competing objectives.