OKR Manager for Obsidian

Track your Objectives and Key Results directly in Obsidian. OKRs are stored as plain markdown files with YAML frontmatter — fully compatible with Dataview, search, and any other Obsidian workflow.

Features

• Objectives & Key Results — create and edit OKRs through clean modal dialogs
• Multiple cycle types — organise OKRs by Year, Half year, Quarter, or Month, all with a structured picker (no manual typing)
• Progress tracking — log check-ins with a new value and note; progress is computed automatically
• Overview board — a full-width tab showing all OKRs as a Kanban-style board, grouped by Cycle or Owner
• Cycle type filter — filter the overview to show only yearly, quarterly, or monthly OKRs
• Sidebar dashboard — a persistent panel for quick access while working in other notes
• Chronological sorting — cycles sort correctly across types (monthly inside a quarter, quarters inside a year)
• Plain markdown storage — each objective is a .md file; check-ins are appended to the note body

Installation

From the Community Plugin browser (recommended)

1. Open Settings → Community Plugins and disable Safe Mode
2. Click Browse and search for OKR Manager
3. Click Install, then Enable

Manual installation

1. Download main.js, manifest.json, and styles.css from the latest release
2. Create the folder <your-vault>/.obsidian/plugins/okr-manager/
3. Copy the three files into that folder
4. In Obsidian go to Settings → Community Plugins and enable OKR Manager

Usage

Opening views

Action	How
Open the full-width Overview board	Click the grid icon in the ribbon, or run OKR Manager: Open OKR Overview
Open the sidebar Dashboard	Click the target icon in the ribbon, or run OKR Manager: Open OKR Dashboard (sidebar)

The Overview opens as a tab in the main editor area. The Dashboard opens in the right sidebar. Both views auto-refresh whenever an OKR note is changed.

Creating an Objective

1. Click + New Objective in either view (or run OKR Manager: New Objective)
2. Fill in the title, cycle, owner, and status
3. Click Create Objective

A new markdown file is created in your OKR folder (default: OKRs/).

Choosing a cycle

The cycle picker lets you select the granularity first, then the specific period:

Type	Example output	When to use
Year	2026	Annual company goals
Half year	2026-H1	Semi-annual planning
Quarter	2026-Q2	Standard quarterly OKRs
Month	2026-03	Short-term sprint goals
Custom	anything	Non-standard cadences (e.g. 2026-Sprint-3)

Adding Key Results

1. Click + Add Key Result at the bottom of any objective card
2. Enter a title, target number, unit (e.g. $, deals, %), current value, and status
3. Click Add Key Result

Progress (0–100%) is computed automatically as current ÷ target.

Logging a Check-in

1. Click Check-in next to any Key Result
2. Enter the new current value and an optional note
3. Click Log Check-in

The KR progress updates in the frontmatter, and a check-in line is appended to the note body under ## Check-ins.

Overview board — grouping and filtering

Group by: toggle between Cycle (default) and Owner using the control in the top-right of the toolbar. Each group becomes a column.

Filter by cycle type: when grouped by Cycle, a filter bar appears below the toolbar:

Show:  [ All ]  [ Year ]  [ Quarter ]  [ Month ]

Only types present in your vault appear. Click a pill to show only that granularity.

Data format

Each objective is a markdown note with YAML frontmatter:

---
type: okr-objective
title: "Grow product revenue"
cycle: "2026-Q2"
owner: "Phil"
status: in-progress
progress: 45
key_results:
  - id: kr-1726000000000
    title: "Reach $50k MRR"
    target: 50000
    unit: "$"
    current_value: 22500
    progress: 45
    status: in-progress
---

## Check-ins

- **2026-04-15** · Reach $50k MRR → 22500 · "Closed 3 new accounts this week"

Supported cycle formats:

Format	Type
2026	Year
2026-H1, 2026-H2	Half year
2026-Q1 … 2026-Q4	Quarter
2026-01 … 2026-12	Month
Anything else	Custom

Settings

Go to Settings → OKR Manager to configure:

Setting	Default	Description
OKR folder	OKRs	Vault folder where new objective notes are created
Default owner	(empty)	Pre-filled owner name for new objectives

Development

Requirements: Node.js (or Docker with the node:24-alpine image)

# Install dependencies
npm install

# Production build → main.js
npm run build

# Watch mode (rebuilds on save)
npm run dev

To test in Obsidian, copy manifest.json, main.js, and styles.css into:

<vault>/.obsidian/plugins/okr-manager/

License

MIT — see LICENSE