How can we help?
Account Setup
Getting Started
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
Your Information
- Member profiles
- Favorites, Recents & Jump To
- Creating and Managing Objective Categories
- Changing your password
- Recovering a forgotten password
- Upload your photo
Objectives & Key Results (OKRs)
OKR Canvas
Objectives and Key Results Overview
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
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 quarterÂ
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
Copying and Closing OKRs
Biz Reviews
Workstreams & 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
Automate Weekly Status Reports
Meetings & 1on1s
Teams & Working Groups
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
Calendar
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
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 Provisionig API for Okta
- WorkBoard System for Cross Domain Identity Management (SCIM) API Reference
Advanced Connectors
Other
Product Updates
Accessibility
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