Operately

Operately is an all-in-one platform that helps teams manage their work without needing a full-time operations manager. It brings together three main areas: goal tracking similar to OKRs, project management with tasks and milestones, and team collaboration through message boards and documents.

The tool is open source, which means the code is publicly available and you can even host it on your own servers if you want full control over your data. This makes it appealing to companies that care about privacy and security.

Operately also includes an AI assistant called Alfred that reviews your goals and projects, giving helpful feedback and suggestions to keep your team on track and improve how you work.

Getting started with Operately is simple and takes just a few steps:

• Sign up for a free account on their website or install the self-hosted version if you prefer full control over your data.

• Set up your team structure by creating spaces for different departments or groups within your company.

• Create company-wide goals with clear targets and timelines. You can break big goals into smaller sub-goals and link them to specific projects.

• Start projects by assigning team members, setting milestones, and adding tasks. Each project should connect to at least one goal so everyone sees how their work matters.

• Use message boards for team discussions instead of scattered email threads. This keeps conversations organized and easy to find later.

• Set up regular check-ins so team members update their progress automatically. The system sends reminders when updates are due.

• Review your goals and projects regularly using the built-in review system to make sure plans stay relevant and everyone stays aligned.

• Goal tracking with OKRs and visual progress maps

• Project management with tasks and milestones

• AI executive coach for strategic feedback

• Team spaces for department organization

• Message boards for focused discussions

• Document and file storage system

• Automated check-ins and reminders

• Self-hosting option available

• Activity feeds for transparency

• Access control and permissions