OKR cycles and goal folders

Once you have more than a handful of goals, a flat list stops working. Taskie has two separate tools for organizing goals that are easy to mix up: a cycle is for "when", and a folder is for "who or what topic".

OKR cycles: planning periods

A cycle is a planning period — usually a quarter. Goals in the same cycle are reviewed together and closed together.

1. From the Goals page, go to Manage OKR cycles.
2. Click New cycle.
3. Enter the cycle name — for example, "Spring 2026". This field is required.
4. Set the start and end dates.
5. If you want new goals to be created in this cycle by default, turn on Use as the default cycle for new goals.
6. Save.

Note: if you delete a cycle, the goals linked to it aren't deleted; they're just left with No cycle.

Goal folders: organizing by topic

Folders help you keep the goals of a team, project or work period separate and easy to review. Unlike a cycle, which is about time, a folder can be based on a team ("Marketing"), a product or any other topic.

1. Click Create folder and enter a folder name.
2. When you create or edit a goal, choose the destination folder.
3. To take a goal out of a folder, drop it so it goes back to goals without a folder.
4. Goals that aren't in any folder yet are listed under goals without a folder.

Use both at the same time

Cycles and folders don't conflict, and you should usually set both. For example, a goal can be in the "Marketing" folder and the "Spring 2026" cycle; then you can view all marketing goals at one time and all of this quarter's goals at another.

Both are available in the filters: All cycles and No cycle for periods, and No folder for uncategorized goals.

Suggestion: keep folders few and stable (one per team) and create new cycles each period. If you create a folder for every small topic, you'll be back to the clutter of a flat list.

End-of-cycle review

The real value of a cycle comes at its end. When a cycle finishes, review all its goals together: which ones reached their outcome, which didn't, and why. Either move unfinished goals to the next cycle or close them explicitly.

• Mark completed goals as completed so they leave the active list.
• Move unfinished goals that still make sense to the next cycle.
• Close or archive goals that are no longer a priority. Leaving them around only drags down your average progress.
• Create the next cycle before the period starts so new goals land in the right place.

To create the goals themselves, see Create a goal and its targets, and for the basics, see What goals and OKRs are.