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Intelligent Enterprise
Objectives & Key Results (OKRs)
Objectives and Key Results Overview
Objectives
- Creating Team OKRs
- Create an Individual Goal
- Set Up an Objective
- Edit an Existing OKR
- Add OKR Objective Categories
- Manage OKR View Permissions
Key Results
- Key Results Overview
- Update Key Results
- Key Result Tags
- Advanced Key Results Options
- User Updated Key Result
- Cascade a Key Result: Part 1 - Create the Key Result
Viewing Organizational Alignment & Achievement
- Key Result Relationships
- Your First Week on WorkBoard
- Your First Quarter on WorkBoard
- Two-Level Alignment View
- View and Publish OKR Alignment
- Heatmap: Organizational Progress and Risk View
Copying and Closing OKRs
WoBo Canvas
Strategy
Biz Reviews & Scorecards
Scorecards
Getting Started with Biz Reviews
- Get Started with Biz Reviews
- Find Biz Reviews and Collections
- Quick Actions in Biz Reviews
- Add Key Result Charts to Biz Reviews
- Add and Edit Biz Review Trays
- Add and Delete Sections in Biz Reviews
Getting the Most out of Biz Reviews
Advanced Biz Reviews Options
Workstreams & Actions
Workstream Lifecycle
Using Workstreams to manage projects
- Manage Projects with Custom Workstreams
- Workstreams: Keep Work Organized
- Working on cross-functional projects with Workstreams
- Import Jira, GitHub, or Asana Data to a Workstream in the Teams Module
- Automate Workstream Columns
- To-Do Lists and Simple Projects with Completion Flow Workstreams
Do and Delegate Work
- Anatomy of an Action
- Add Actions
- Private Requests
- Managing Actions: Copying, Mirroring, Repeating, Delegating, and Pinging for Updates
- Edit actions
- Keep stakeholders in the loop
Import, Email and Text Actions to Workboard
Meetings & 1on1s
Manager Effectiveness
WorkBoard Teams
Integrations
Microsoft Teams
- Mass Enable Microsoft Teams
- MS Teams Admin: Install the WorkBoard Plugin from Microsoft App Store for Organization
- MS Teams Integration Requirements
- Integrate Microsoft Teams with WorkBoard
- Customize WorkBoard in Microsoft Teams
- Manage OKR Progress with Microsoft Teams
Communications
- Celebrate Coworkers and Communicate with Badges
- Calibrate & Celebrate with WorkBoard in Microsoft Teams
- Activating Webex Connector
- Calibrate and Celebrate with WorkBoard in Webex
- WorkBoard for Webex Messaging
- WorkBoard for Webex Meetings
Calendar
Key Results Data Connectors
- Integrate & Sync WorkBoard OKRs with Workday Goals
- Offset Updates for Key Result Data Integrations
- Key Results from Asana
- Key Result from Azure DevOps
- Key Results from Excel
- Key Results from GitHub
Plugins & Mobile Apps
SSO & Automated User Management
- WorkBoard + Workday Integration: Automated Users & Teams Management
- Enable Single Sign-On (SSO)
- Activating Single Sign-On SSO with ADFS
- Configuring SSO and SCIM API Automated User Provisioning for Azure AD
- Enable System for Cross-Domain Identity Management (SCIM) Automated Provisioning API for Okta
- WorkBoard System for Cross Domain Identity Management (SCIM) API Reference
Advanced Connectors
Other
Analytics and Reports
Account Setup
Getting Started
Org Configuration
- Whitelisting Domains for VPN
- Organization Admin Roles & Permissions
- Business Groups
- Create and Manage Key Result Tags
- Reporting Structures
- Add Users to an Organization
Your Information
- Turning your Profile Page and Viewing Others
- Favorite Items and View Recents
- Create and Manage Objective Categories
- Change Your Password
- Reset Your Password
- Upload or Change Your Profile Photo