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Account Setup

Getting Started

  • Getting Around WorkBoard
  • Using the Global Search
  • Video: Welcome to WorkBoard
  • Video: Welcome Managers to WorkBoard

Org Configuration

  • Business Groups
  • Creating & Managing Key Result Tags
  • Reporting Structures
  • Creating and Managing Functional Teams
  • Adding Users to an Organization
  • Deactivating Users from an Organization
See all 8 articles

Your Information

  • Member profiles
  • Favorites, Recents & Jump To
  • Creating and Managing Objective Categories
  • Changing your password
  • Recovering a forgotten password
  • Upload your photo
See all 8 articles

Objectives & Key Results (OKRs)

OKR Canvas

  • Creating and Publishing an OKR Canvas
  • Inviting Contributors to OKR Canvas
  • Bringing Objectives and Key Results into OKR Canvas
  • Locking Object Positions in OKR Canvas

Objectives and Key Results Overview

  • Overview of Objectives and Key Results
  • Video: Setting your Objectives and Key Results
  • Video: OKR Principals and Fundamentals

Objectives

  • Objective Fields
  • Create a Personal OKR
  • Navigating the My Objectives Page
  • Adding OKR Objective Categories
  • Create a Team OKR
  • Sample Team Objectives and Key Results
See all 11 articles

Key Results

  • Key Results Overview
  • Tagging your Key Result (Key Result Tags)
  • Key Result Options
  • Key Results Details
  • How to Update your Key Results
  • Track progression quarter to quarter 
See all 26 articles

Viewing Organizational Alignment & Achievement

  • Two-Level Alignment View
  • 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
See all 13 articles

Copying and Closing OKRs

  • Copying Key Results to Another Objective
  • Closing & Resetting OKRs at the end of your time period
  • Lookback and learn from your last OKRs

Biz Reviews

Getting Started with Biz Reviews

  • Getting Started with Biz Reviews
  • Adding Key Result Charts to Biz Reviews
  • Adding and Editing Biz Review Trays
  • Adding and Deleting Sections in Biz Reviews
  • Sharing and Publishing Biz Reviews
  • Presenting Biz Reviews
See all 11 articles

Advanced Biz Reviews Options

  • Embedding Tableau Vizzes in Biz Reviews iframe Tray
  • Embedding Content in Biz Reviews with iframes
  • Analytics for Results Management Executives

Workstreams & Action Items

Workstream Lifecycle

  • Edit, copy, move, and delete workstreams
  • Close and archive workstreams
  • Publish workstreams

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
See all 11 articles

Do and Delegate Work

  • Anatomy of an action item
  • Add action items
  • Private Requests
  • Mirroring Action Items
  • Repeat action items
  • Copy action items
See all 13 articles

Import, Email and Text Action Items to Workboard

  • Convert emails into action items
  • Import action items
  • Quick Add Syntax

Automate Weekly Status Reports

  • Weekly check-ins
  • Easy status reports
  • Status reports
  • Turn on status reports
  • Submit a report by email
  • Create a report for your manager

Meetings & 1on1s

New Enhanced Meetings Integration

  • (New) Introducing the New Enhanced Meetings Integration!
  • Tips and Best Practices for Better Meetings
  • (New) WorkBoard Meetings - Detailed Overview
  • (New) Enhanced Meetings Integration FAQ
  • Creating 1on1s from Existing Meetings & Viewing Meeting Series
  • (New) How to Add a Meeting Admin

Meetings

  • Have Shorter, Smarter Meetings
  • WorkBoard Meetings Integration Requirements
  • Pushing Action Items to your Google or Outlook Calendar
  • Leading Effective Meetings
  • Video: Team Meetings
  • Plan a meeting from Slack or Microsoft Teams

1on1s

  • Feedback & Alignment in 1on1s with the PACE meter
  • Setting up 1on1s with Direct & Dotted-Line Reports
  • Calibrate and coach with 1on1s

Integrating your calendar with WorkBoard Meetings

  • Push Workboard meetings and 1on1s with your calendar

Teams & Working Groups

WorkBoard Teams

  • FAQ: What happens when users leave the org?
  • My Direct & Dotted Reports
  • WorkBoard Teams
  • Team Member Permissions
  • Add and remove team members
  • Creating Working Group Teams
See all 10 articles

Give Badges to Celebrate Success

  • Celebrate and communicate with badges

Integrations

Communications

  • Activating Microsoft Teams Integration
  • Managing OKR Progress with Microsoft Teams
  • Customizing WorkBoard in Microsoft Teams
  • Calibrate & Celebrate with WorkBoard in Microsoft Teams
  • Video: Bringing Facts about OKRs and Strategic Initiatives into Microsoft Teams
  • Activating Webex Connector
See all 12 articles

Calendar

  • Setting up Google and Outlook Integrations for Meetings
  • Connecting Google or Outlook Calendar to WorkBoard

Key Results Data Connectors

  • Key Results from Trello
  • Key Results from Asana
  • Key Result from Azure DevOps
  • Key Results from Excel
  • Key Results from Google Sheets
  • Key Results from Jira Cloud
See all 15 articles

Plugins & Mobile Apps

  • WorkBoard Plugin for Jira: Capabilities & Set Up
  • Azure DevOps (ADO) Plugin
  • Viewing & Updating Team OKRs with the WorkBoard Plugin for Jira
  • WorkBoard for Slack Plug-in: Required Scopes

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 Provisionig API for Okta
  • WorkBoard System for Cross Domain Identity Management (SCIM) API Reference
See all 8 articles

Advanced Connectors

  • WorkBoard Integrations Architecture
  • Integrate with other apps via Zapier

Other

  • WorkBoard for Mobile

Product Updates

Roadmap & Release Notes

  • Workboard Release & Roadmap Blog

Community Calls

  • Community Call Archive
  • May 2022 Community Call

System Updates

  • CVE-2021-44228, CVE-2021-45046 and CVE-2021-45105 Updates
  • How to file a bug
  • GDPR Compliance

Accessibility

Accessibility Statement

  • Accessibility Statement

Release Notes

  • May 2022 - Add a Key Result and My Objectives Improvements
  • April 2022 - Add a Key Result, Global and My Objectives Improvements
  • March 2022 - Add a Key Result Improvements
  • January 2022 - Add Personal/Team Objective and Key Results Improvements
  • December 2021 - Objectives Dialog alignment chart and refinement across Objectives pages
  • December 2021 - My Objective's Tab Navigation, Color Contrast and Focus Management Improvements
See all 16 articles
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