# Rhythms Knowledge Base ## Building Your OKR Program ### Creating Goals - [Understanding Metric Types in Rhythms](https://help.rhythms.ai/articles/4099625597-understanding-metric-types-in-rhythms) - [Creating OKRs and Initiatives in Rhythms](https://help.rhythms.ai/articles/1536108767-creating-okrs-and-initiatives-in-rhythms) - [Assign Delegates: Keep OKRs Current Without Being the Bottleneck](https://help.rhythms.ai/articles/7660488199-assign-delegates-keep-okrs-current-without-being-the-bottleneck) - [OKR Visibility — Who can see an OKR](https://help.rhythms.ai/articles/9560516038-okr-visibility-who-can-see-an-okr) - [AI Goal Authoring](https://help.rhythms.ai/articles/6312650033-ai-goal-authoring) - [OKR Bulk Import](https://help.rhythms.ai/articles/4392913002-okr-bulk-import) ### OKR Foundations & Structure - [Navigating the Rhythms OKR Platform: A Comprehensive Overview](https://help.rhythms.ai/articles/7339441668-navigating-the-rhythms-okr-platform-a-comprehensive-overview) - [Introduction to OKRs](https://help.rhythms.ai/articles/9714008872-introduction-to-okrs) - [Designing Your Organization's OKR Model](https://help.rhythms.ai/articles/7441677761-designing-your-organization-s-okr-model) - [Breaking Down Annual OKRs into Quarterly Goals: A Decision Framework](https://help.rhythms.ai/articles/8955554874-breaking-down-annual-okrs-into-quarterly-goals-a-decision-framework) - [OKR Alignment and Time Horizons: Building Effective Goal Hierarchies](https://help.rhythms.ai/articles/3124016061-okr-alignment-and-time-horizons-building-effective-goal-hierarchies) - [Reordering Child Objectives, Key Results, and Initiatives in Rhythms](https://help.rhythms.ai/articles/9349668575-reordering-child-objectives-key-results-and-initiatives-in-rhythms) ### Managing & Tracking Goals - [Effective Check-ins to Track OKR Progress in Rhythms](https://help.rhythms.ai/articles/9240742568-effective-check-ins-to-track-okr-progress-in-rhythms) - [Closing and Scoring OKRs](https://help.rhythms.ai/articles/1045936887-closing-and-scoring-okrs) - [Managing and Updating OKRs in Rhythms](https://help.rhythms.ai/articles/2589875171-managing-and-updating-okrs-in-rhythms) - [How to Delete OKRs in Rhythms](https://help.rhythms.ai/articles/4132062399-how-to-delete-okrs-in-rhythms) - [Automatic Status Rollup for Parent OKRs](https://help.rhythms.ai/articles/8197695570-automatic-status-rollup-for-parent-okrs) - [Intelligent Progress Rollup: How Rhythms Calculates Parent Progress](https://help.rhythms.ai/articles/9954837103-intelligent-progress-rollup-how-rhythms-calculates-parent-progress) - [Understanding OKR Automatic Rollup](https://help.rhythms.ai/articles/5162736483-understanding-okr-automatic-rollup) - [Progress Plans](https://help.rhythms.ai/articles/5288558989-progress-plans) ### Monitoring & Reports - [Exporting OKR Data from Rhythms](https://help.rhythms.ai/articles/2927027195-exporting-okr-data-from-rhythms) - [Reports in Rhythms: Monitoring and Improving OKR Program Health](https://help.rhythms.ai/articles/5294860671-reports-in-rhythms-monitoring-and-improving-okr-program-health) - [Using Views to Organize and Monitor OKRs](https://help.rhythms.ai/articles/6279657574-using-views-to-organize-and-monitor-okrs) - [Filtering and Grouping OKRs in Views](https://help.rhythms.ai/articles/4710563756-filtering-and-grouping-okrs-in-views) ## Security, Privacy, and Compliance - [Enterprise Security](https://help.rhythms.ai/articles/9104275220-enterprise-security) - [Enterprise Infrastructure](https://help.rhythms.ai/articles/4356277442-enterprise-infrastructure) - [Security and Privacy](https://help.rhythms.ai/articles/2972244737-security-and-privacy) - [AI Security & Governance](https://help.rhythms.ai/articles/6132964394-ai-security-governance) - [Compliance & Certifications](https://help.rhythms.ai/articles/3356776256-compliance-certifications) ## Release Notes - [July 29, 2026 Release Notes](https://help.rhythms.ai/articles/6701267461-july-29-2026-release-notes) - [July 22, 2026 Release Notes](https://help.rhythms.ai/articles/6557448706-july-22-2026-release-notes) - [July 15, 2026 Release Notes](https://help.rhythms.ai/articles/6431125268-july-15-2026-release-notes) - [July 9, 2026 Release Notes](https://help.rhythms.ai/articles/2964704149-july-9-2026-release-notes) - [July 3, 2026 Release Notes](https://help.rhythms.ai/articles/3342902264-july-3-2026-release-notes) - [June 26, 2026 Release Notes](https://help.rhythms.ai/articles/3382825110-june-26-2026-release-notes) - [June 19, 2026 Release Notes](https://help.rhythms.ai/articles/8057707051-june-19-2026-release-notes) - [June 12, 2026 Release Notes](https://help.rhythms.ai/articles/7650058563-june-12-2026-release-notes) - [June 5, 2026 Release Notes](https://help.rhythms.ai/articles/5617790558-june-5-2026-release-notes) - [May 29, 2026 Release Notes](https://help.rhythms.ai/articles/6678823058-may-29-2026-release-notes) - [May 21, 2026 Release Notes](https://help.rhythms.ai/articles/2688897213-may-21-2026-release-notes) - [May 15, 2026 Release Notes](https://help.rhythms.ai/articles/7595178867-may-15-2026-release-notes) - [May 8, 2026 Release Notes](https://help.rhythms.ai/articles/7282617636-may-8-2026-release-notes) - [April 30, 2026 Release Notes](https://help.rhythms.ai/articles/8830973669-april-30-2026-release-notes) - [April 24, 2026 Release Notes](https://help.rhythms.ai/articles/1364857978-april-24-2026-release-notes) - [April 17, 2026 Release Notes](https://help.rhythms.ai/articles/2487500718-april-17-2026-release-notes) - [April 9, 2026 Release Notes](https://help.rhythms.ai/articles/6586945419-april-9-2026-release-notes) - [April 1, 2026 Release Notes](https://help.rhythms.ai/articles/7442133682-april-1-2026-release-notes) - [March 25, 2026 Release Notes](https://help.rhythms.ai/articles/1025600618-march-25-2026-release-notes) - [March 18, 2026 Release Notes](https://help.rhythms.ai/articles/3388835903-march-18-2026-release-notes) - [March 11, 2026 Release Notes](https://help.rhythms.ai/articles/8276282338-march-11-2026-release-notes) - [March 4, 2026 Release Notes](https://help.rhythms.ai/articles/9492097274-february-25-2026-release-notes) - [February 25, 2026 Release Notes](https://help.rhythms.ai/articles/7195335099-february-25-2026-release-notes) - [February 18, 2026 Release Notes](https://help.rhythms.ai/articles/9746423473-february-18-2026-release-notes) - [February 12, 2026 Release Notes](https://help.rhythms.ai/articles/6831985885-february-12-2026-release-notes) - [February 5, 2026 Release Notes](https://help.rhythms.ai/articles/4737062980-february-5-2026-release-notes) - [January 29, 2026 Release Notes](https://help.rhythms.ai/articles/8308920938-january-29-2026-release-notes) - [January 22, 2026 Release Notes](https://help.rhythms.ai/articles/4391158173-january-22-2026-release-notes) - [January 15, 2026 Release Notes](https://help.rhythms.ai/articles/6313114827-january-15-2026-release-notes) - [January 8, 2026 Release Notes](https://help.rhythms.ai/articles/1818236166-january-8-2026-release-notes) - [January 1, 2026 Release Notes](https://help.rhythms.ai/articles/2597561465-january-1-2026-release-notes) - [December 25, 2025 Release Notes](https://help.rhythms.ai/articles/2393465619-december-25-2025-release-notes) - [December 18, 2025 Release Notes](https://help.rhythms.ai/articles/2975626424-december-18-2025-release-notes) - [December 11, 2025 Release Notes](https://help.rhythms.ai/articles/9644178481-december-11-2025-release-notes) - [December 4, 2025 Release Notes](https://help.rhythms.ai/articles/4516565275-december-4-2025-release-notes) - [November 20, 2025 Release Notes](https://help.rhythms.ai/articles/9765939361-november-20-2025-release-notes) - [November 13, 2025 Release Notes](https://help.rhythms.ai/articles/5462663774-november-13-2025-release-notes) - [November 6, 2025 Release Notes](https://help.rhythms.ai/articles/7194305756-november-6-2025-release-notes) - [October 30, 2025 Release Notes](https://help.rhythms.ai/articles/7680546102-october-30-2025-release-notes) - [October 23, 2025 Release Notes](https://help.rhythms.ai/articles/6893036135-october-23-2025-release-notes) - [October 16, 2025 Release Notes](https://help.rhythms.ai/articles/2048828677-october-16-2025-release-notes) - [October 9, 2025 Release Notes](https://help.rhythms.ai/articles/1550407829-october-9-2025-release-notes) - [October 2, 2025 Release Notes](https://help.rhythms.ai/articles/4427366899-october-2-2025-release-notes) ## Workspace Settings and Administration - [Subscription, Account Management](https://help.rhythms.ai/articles/1447152445-subscription-account-management) ### Customize Rhythms Settings - [Customizing OKR Terminology](https://help.rhythms.ai/articles/1561115123-customizing-okr-terminology-with-rhythms) - [Using Time Periods to Align OKR Cycles in Rhythms](https://help.rhythms.ai/articles/6459711048-using-time-periods-to-align-okr-cycles-in-rhythms) - [Check-in Rhythms: Align OKR Updates with Your Business Calendar](https://help.rhythms.ai/articles/3736380274-check-in-rhythms-align-okr-updates-with-your-business-calendar) - [Model Customization: Configuring Alignment and Contribution Rules](https://help.rhythms.ai/articles/4195278968-model-customization-configuring-alignment-and-contribution-rules) - [Admin Connector Controls](https://help.rhythms.ai/articles/4216552346-admin-connector-controls) - [Per-Goal Check-in Reminders](https://help.rhythms.ai/articles/4135141222-per-goal-check-in-reminders) - [Customizing OKR Status Labels](https://help.rhythms.ai/articles/5437931912-customizing-okr-status-labels) ### Team, Users & Access - [Configuring SCIM with Okta for Rhythms: User Provisioning and Profile Fields](https://help.rhythms.ai/articles/5409864494-configuring-scim-with-okta-for-rhythms-user-provisioning-and-profile-fields) - [Configuring Okta for Rhythms: A Guide to SSO Integration](https://help.rhythms.ai/articles/4805284864-configuring-okta-for-rhythms-a-guide-to-sso-integration) - [Guest Users in Rhythms: Read-Only Access](https://help.rhythms.ai/articles/5167114446-guest-users-in-rhythms-read-only-access) - [RhythmsAI SFTP Integration Guide for Workday](https://help.rhythms.ai/articles/5594375537-rhythmsai-sftp-integration-guide-for-workday) - [Create and Manage Teams in Rhythms](https://help.rhythms.ai/articles/5142053310-create-and-manage-teams-in-rhythms) - [Rhythms OKR Roles and Permissions](https://help.rhythms.ai/articles/2427831888-rhythms-okr-roles-and-permissions) - [Setting Up Automated User Provisioning (SCIM) and HRIS Integration in Rhythms](https://help.rhythms.ai/articles/5793126153-setting-up-automated-user-provisioning-scim-and-hris-integration-in-rhythms) - [Rhythms OKR Permissions Configuration, User Access, and Troubleshooting Guide](https://help.rhythms.ai/articles/9389947700-rhythms-okr-permissions-configuration-user-access-and-troubleshooting-guide) - [User Management in Rhythms](https://help.rhythms.ai/articles/7993323742-user-management-in-rhythms) - [Set Up Single Sign-On (SSO) in Rhythms](https://help.rhythms.ai/articles/8769309883-set-up-single-sign-on-sso-in-rhythms) - [Enterprise User Management in Rhythms](https://help.rhythms.ai/articles/1916662344-enterprise-user-management-in-rhythms) - [Invite Teammates via @Mention](https://help.rhythms.ai/articles/3310681652-invite-teammates-via-mention) ## Getting Started - [How to Log in to RhythmsAI](https://help.rhythms.ai/articles/3673073011-how-to-log-in-to-rhythmsai) - [Troubleshooting and Support](https://help.rhythms.ai/articles/3694437912-troubleshooting-and-support) - [Rhythms Onboarding Guide](https://help.rhythms.ai/articles/8839911076-rhythms-onboarding-guide) - [Using Quick Search in Rhythms](https://help.rhythms.ai/articles/7801796587-using-quick-search-in-rhythms) ### Migrating from Viva Goals - [Communication Plan: Transitioning from Viva Goals to RhythmsAI](https://help.rhythms.ai/articles/1938868024-communication-plan-transitioning-from-viva-goals-to-rhythmsai) - [Exporting OKR Data from Viva Goals](https://help.rhythms.ai/articles/8449551998-exporting-okr-data-from-viva-goals) - [Importing OKRs from Viva Goals to Rhythms](https://help.rhythms.ai/articles/8011547215-importing-okrs-from-viva-goals-to-rhythms) - [What to Expect When Migrating OKRs from Viva Goals to Rhythms](https://help.rhythms.ai/articles/7697712648-what-to-expect-when-migrating-okrs-from-viva-goals-to-rhythms) ## Documents and Library ### Working with Documents - [Document Version History](https://help.rhythms.ai/articles/1283514191-document-version-history) - [Inline Document Comments](https://help.rhythms.ai/articles/4765346774-inline-document-comments) - [Documents auto-refresh](https://help.rhythms.ai/articles/9465649559-documents-auto-refresh) - [Reviews and Layouts](https://help.rhythms.ai/articles/9647613419-reviews-and-layouts) - [Sharing Documents](https://help.rhythms.ai/articles/2750426872-sharing-documents) - [Document Checklists](https://help.rhythms.ai/articles/6860881114-document-checklists) - [Exporting Documents to Word (.docx)](https://help.rhythms.ai/articles/5008738219-exporting-documents-to-word-docx) - [Grant Document Access from an @Mention](https://help.rhythms.ai/articles/7696296961-grant-document-access-from-an-mention) ### Playbooks - [Sharing Playbooks with Teammates](https://help.rhythms.ai/articles/8856606288-sharing-playbooks-with-teammates) - [Creating and Running Playbooks](https://help.rhythms.ai/articles/4836330814-creating-and-running-playbooks) ## Integrations and Auto-Updates - [Rhythms MCP is now available in Claude, ChatGPT, and Cursor](https://help.rhythms.ai/articles/2761750109-rhythms-mcp-is-now-available-in-claude-chatgpt-and-cursor) - [Enable Integrations for Your Workspace](https://help.rhythms.ai/articles/7307374590-enable-integrations-for-your-workspace) - [Connect Rhythms to Your Favorite Collaboration Platforms](https://help.rhythms.ai/articles/6298073677-connect-rhythms-to-your-favorite-collaboration-platforms) - [Shared Connectors](https://help.rhythms.ai/articles/7768766952-shared-connectors) ### Data Source Integrations - [Setting up Auto-Updates with Tableau Cloud via MCP](https://help.rhythms.ai/articles/4434865063-setting-up-auto-updates-with-tableau-cloud-via-mcp) - [Setting Up and Using Linear via MCP](https://help.rhythms.ai/articles/3540707782-setting-up-and-using-linear-via-mcp) - [Setting up Azure DevOps connections in Rhythms via MCP](https://help.rhythms.ai/articles/8954643003-setting-up-azure-devops-connections-in-rhythms-via-mcp) - [Setting Up Auto-Updates with PowerBI via MCP](https://help.rhythms.ai/articles/2557526966-setting-up-auto-updates-with-powerbi-via-mcp) - [Setting Up Auto-Updates with Smartsheet via MCP](https://help.rhythms.ai/articles/5458072084-setting-up-auto-updates-with-smartsheet-via-mcp) - [Setting Up Auto-Updates with Atlassian via MCP](https://help.rhythms.ai/articles/2485999050-setting-up-auto-updates-with-atlassian-via-mcp) - [Setting Up Auto-Updates with HubSpot via MCP](https://help.rhythms.ai/articles/6174632395-setting-up-auto-updates-with-hubspot-via-mcp) - [Setting Up Auto-Updates with Monday.com via MCP](https://help.rhythms.ai/articles/9676185140-setting-up-auto-updates-with-monday-com-via-mcp) - [Setting Up Auto-Updates with Google Sheets](https://help.rhythms.ai/articles/6168647277-setting-up-auto-updates-with-google-sheets) - [Setting Up Auto-Updates with Microsoft Planner via MCP](https://help.rhythms.ai/articles/4105858270-setting-up-auto-updates-with-microsoft-planner-via-mcp) - [Excel Online Integration for OKR Check-ins](https://help.rhythms.ai/articles/5536221423-excel-online-integration-for-okr-check-ins) - [How to Set Up Auto-Updates](https://help.rhythms.ai/articles/6715926598-how-to-set-up-auto-updates) - [Asana Integration](https://help.rhythms.ai/articles/2374651260-asana-integration) - [Salesforce Integration](https://help.rhythms.ai/articles/2514002844-salesforce-integration) - [Setting Up and Using Zoom via MCP](https://help.rhythms.ai/articles/2145475785-setting-up-and-using-zoom-via-mcp) ### Collaboration Platforms - [Managing OKRs in Slack with Rhythms](https://help.rhythms.ai/articles/9302368759-managing-okrs-in-slack-with-rhythms) - [Install Rhythms in Microsoft Teams](https://help.rhythms.ai/articles/8054379046-install-rhythms-in-microsoft-teams) - [Manage OKRs Seamlessly in Slack with Rhythms](https://help.rhythms.ai/articles/3009094452-manage-okrs-seamlessly-in-slack-with-rhythms) - [Send Files to Rhythms in Slack](https://help.rhythms.ai/articles/7154536861-send-files-to-rhythms-in-slack)