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Self-Hosted Project Management Team Collaboration OKR Tracking Goal Setting Company Operations Check-In System

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Last Updated: 08-21-2026 10:52 PM (UTC)

Operately

Operately is an opinionated operating system for growing companies that connects strategic goals directly to execution without the overhead of assembling separate tools. The OKR module tracks company-wide, team-level, and individual goals with measurable success conditions showing progress bars against numeric targets, timeframe deadlines, and automated progress aggregation from linked projects. Project management includes champion ownership, milestone tracking, Kanban task boards with TODO, In Progress, and Done columns, and scheduled check-ins that generate async progress updates on a configurable cadence. Team Spaces give departments organized homes for their goals, projects, documents, and discussions with configurable access controls at the space, goal, and project level. Message boards replace scattered email threads with focused project conversations, while the document and file system provides centralized content management. The Review screen aggregates everything requiring attention or approval into a single actionable view. The Elixir Phoenix backend uses Absinthe for GraphQL queries and mutations, Oban for background job processing, and Swoosh for email notifications. The React TypeScript frontend leverages Apollo Client for GraphQL state management. Full CLI and API access enables programmatic interaction, and MCP tools added in version 1.7 allow AI agents to create goals, update projects, manage tasks, and post check-ins. On RepoCloud, deploy Operately on a dedicated VPS with PostgreSQL persistence, root SSH access, and complete control over your organizational data, all under the Apache 2.0 license.

Operately
Operately
Operately
Operately
Operately

Benefits

  • Goals Connected to Daily Work
  • Link OKR goals with measurable success conditions directly to projects, so progress updates flow automatically from task completion to strategic targets without manual status reconciliation across tools.
  • Built-In Execution Cadence
  • Scheduled check-ins and automated progress updates create a consistent rhythm across all projects and goals, eliminating status meetings and keeping stakeholders informed asynchronously without manual chasing.
  • AI Agent Integration via MCP
  • Full CLI, GraphQL API, and MCP tools enable AI agents to create goals, manage projects, update milestones, post check-ins, and interact with discussions programmatically through standardized interfaces.
  • Apache 2.0 with Flat Pricing
  • Self-host for free under Apache 2.0 or use the cloud version with flat-rate pricing and no per-seat fees, allowing teams to add members freely without escalating subscription costs.

Features

  • OKR Goal Tracking
  • Set company, team, and individual goals with measurable success conditions, numeric targets, timeframe deadlines, and automated progress aggregation from linked projects and sub-goals.
  • Project Kanban Boards
  • Manage tasks across TODO, In Progress, and Done columns with milestone tracking, champion ownership, scheduled check-ins, and message boards per project.
  • Team Spaces
  • Organize departments with dedicated spaces containing goals, projects, documents, and discussions with configurable access controls at space, goal, and project granularity.
  • Async Check-In System
  • Configurable check-in schedules generate automated progress update requests with threaded discussions, keeping remote and distributed teams aligned without synchronous meetings.
  • Review Dashboard
  • Aggregate all items requiring attention, approval, or action into a single screen showing pending reviews across goals, projects, and check-ins organization-wide.
  • GraphQL API and CLI
  • Full programmatic access via Absinthe GraphQL mutations and queries, a dedicated CLI tool, and MCP protocol support for AI agent integration and workflow automation.