How can we help?
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
- Create a Profile and View Profiles
- Favorite Items and View Recents
- Create and Manage Objective Categories
- Change Your Password
- Reset Your Password
- Upload or Change Your Profile Photo
Objectives & Key Results (OKRs)
OKR Canvas
Objectives and Key Results Overview
Objectives
- Create a Team OKR
- Create a Personal OKR
- Set Up an Objective
- Tabs on the My Objectives Page
- Edit an Existing OKR
- Add OKR Objective Categories
Key Results
- Key Results Overview
- Update Key Results
- Key Results Details
- Key Result Tags
- Advanced Key Results Options
- User Updated Key Result
Viewing Organizational Alignment & Achievement
- 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
- Get Started with Results Analytics
Copying and Closing OKRs
Biz Reviews
Workstreams & Action Items
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 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
WorkBoard Teams
Integrations
Microsoft Teams
- Mass Enable Microsoft Teams for Entire Organization
- Video: Bringing Facts about OKRs and Strategic Initiatives into 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
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
- Key Results from Asana
- Key Result from Azure DevOps
- Key Results from Excel
- Key Results from GitHub
- Key Results from GitLab
- Key Results from Google Sheets
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
Strategy
Product Updates
Tips & Troubleshooting
Accessibility
Accessibility Statement
Release Notes
- November 2022 - AI Popup (Title, Status, Date, Profile, Tabs, Attachment, & Buttons)
- Teams Landing Page, Breadcrumb, Kebab Menu, New Teams Button, Chips, Filters and Sortable Table
- October 2022 - vNext New Header Navigation
- September 2022 - My Objectives - Legend Modal, Alignment/Data Flow Page, Confidence Popup, Objective Key Results Conversation Modal, Edit Key Results Dialog, Action Item Modal, Key Results Details Page
- August 2022 - My Objectives - Convert to Personal Key Results Modal, Edit Key Results Dialog
- July 2022 - My Objectives - Edit Key Result Dialog, Copy & Reset Modal, Close this one out Modal, Edit OKR Page, Key Results Detail Page, Key Results Dialog & Header Menu