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Teams
Objectives & Key Results (OKRs)
Viewing Organizational Alignment & Achievement
- Getting Started with Results Analytics
- Improve Results Faster and Earlier with Results Analytics
- View and Publish OKR alignment
- Heatmap: Organizational progress and risk view
- Publish organization OKRs
- Publish a report of your OKRs
Objectives
- Overview of Objectives and Key Results
- Create an annual OKR with variable quarterly key results
- Create a Team OKR
- Create a Personal OKR
- Sample Personal OKRs
- Sample Team Objectives and Key Results
Key Results
- Tagging your Key Result (Key Result Tags)
- Track progression quarter to quarterÂ
- Add Up Results from Each Quarter
- Setting Supporting Quarterly Results that do not contribute to Annual Progress
- Setting Quarterly Key Result Milestones for your Annual Target
- Weighting on Key Results
Editing, Copying and Closing OKRs
Integrations for Automatic Key Result Updates
- Pushing Business Data into Workboard with Data Streams
- Key Results from Tableau
- Key Results from Rally
- Key Results from Power BI
- Key Results from Salesforce
- Integrate to TINYpulse
Automate Weekly Status Reports
Workstreams and Action Items
Workstream Lifecycle
Using Workstreams to manage projects
- Managing Projects with Custom Workstreams
- Workstreams: Keep work organized
- Working on cross-functional projects with Workstreams
- Automate Your Workstream
- To-Do Lists and Simple Projects with Completion Flow Workstreams
- Workstreams
Do and Delegate Work
- Anatomy of an action item
- Add action items
- Private Requests
- Mirroring Action Items
- Repeat action items
- Copy action items
Import, Email and Text Action Items to Workboard
Meetings & 1on1s
Running Business Reviews
Account Setup
Org Configuration
- Business Groups
- Creating & Managing Key Result Tags
- Reporting Structures
- Creating and Managing Functional Teams
- Adding users to your Organization
- Deactivating a user from your organization
Integrations
Your Information
- Finding your way around in WorkBoard
- Member profiles
- Using the Global Search
- Tabs on the My Objectives page
- Favorites, Recents & Jump To
- Creating and Managing Objective Categories
System Updates
Product Updates
How-To Videos
Accessibility
Accessibility Statement
Release Notes
- December 2021 - Objectives Dialog alignment chart and refinement across Objectives pages
- December 2021 - My Objective's Tab Navigation, Color Contrast and Focus Management Improvements
- October 2021 - "Go to Help Center" link and Archived Objectives
- October 2021 - Main Navigation and Objectives/Key Results Graphs
- September 2021 - My Objectives component and Secondary Navigation Color Contrast
- August 2021 - View Update History, Objectives Dialog, Creating an Objective and Icon Contrast