Resource Center

Getting Started

• Navigate Around WorkBoard
• Search for Items Across WorkBoard
• Video: Welcome to WorkBoard
• Video: Welcome Managers to WorkBoard

Org Configuration

• Organization Admin Roles & Permissions
• Business Groups
• Create and Manage Key Result Tags
• Reporting Structures
• Add Users to an Organization
• Deactivate Users from 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

OKR Canvas

• Keyboard Shortcuts in OKR Canvas
• Sticky Notes and Authoring OKRs in OKR Canvas
• Create and Publish an OKR Canvas
• Invite Contributors to OKR Canvas
• Bring Objectives and Key Results into OKR Canvas
• Lock Object Positions in OKR Canvas

Objectives and Key Results Overview

• Overview of Objectives and Key Results
• Custom Fields in OKRs
• Video: Set Objectives and Key Results
• Video: OKR Principles and Fundamentals

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

• Copy Key Results to Another Objective
• Close & Reset OKRs at the End of a Time Period
• Reflect and Reset from Previous OKRs

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

• Sort, Present, and Share Collections
• Share and Publish Biz Reviews
• Resize and Move Items in Biz Reviews
• Manage the Biz Review Hotbox
• Duplicate Biz Reviews as Templates for Next Quarter
• Archive Older Biz Reviews & Entire Collections

Advanced Biz Reviews Options

• Embed Tableau Vizzes in Biz Reviews Iframe Tray
• Embed Content in Biz Reviews with iframes

Workstream Lifecycle

• Edit, Copy, Move, and Delete Workstreams
• Close and Archive Workstreams
• Publish Workstreams

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

• Convert emails into action items
• Import Action Items from Excel
• Set Action Item Attributes with Quick Add Syntax

Automate Weekly Status Reports

• Weekly check-ins

Meetings Overview

• Get Started with Meetings
• WorkBoard Meetings Overview
• Push Action Items to your Google or Outlook Calendar
• Plan a Meeting from Slack or Microsoft Teams
• Add a Meeting Admin
• WorkBoard Meetings Integration Requirements

Meeting Best Practices

• Video: Have Shorter, Smarter Meetings
• Video: Team Meetings
• Tips and Best Practices for Better Meetings
• Customize the Meetings Dashboard

1on1s

• Set up 1on1s with Reports or Manager
• Feedback & Alignment in 1on1s with the PACE Meter
• Create 1on1s from Existing Meetings & View Meeting Series

Teams Overview

• Updates to the Teams Experience
• WorkBoard Teams Overview
• Team Details Page
• Request to Join a Team

Teams Management

• Create and Manage Dynamic Teams (Working Groups)
• Create and Manage Functional Teams
• Manage Team Member Permissions & Manager
• Manage Direct & Dotted Reports
• Add and Remove Team Members
• Archive or Unarchive Teams

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

• Connect Google or Outlook Calendar to WorkBoard

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

• 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 Provisioning API for Okta
• WorkBoard System for Cross Domain Identity Management (SCIM) API Reference

Advanced Connectors

• WorkBoard Integrations Architecture
• Integrate with other apps via Zapier

Other

• WorkBoard for Mobile

Analytics Overview and Activation

• Activating and Accessing Analytics
• Analytics for Results Management Executives (RME)

Analytics & Reports

• Key Result Calibration Analytics
• OKR Adoption Analytics
• Alignment Opportunities Analytics
• User Activation Analytics 
• Active User Trends Analytics
• KR Ownership Distribution Analytics

Strategy

• Introduction to WoBo Strategy
• Create a Strategy
• Publish a Strategy
• Invite Collaborators and Viewers to a Strategy
• Update a Strategy

Roadmap & Release Notes

• WorkBoard Navigation Screenshots
• Live Chat Support
• WorkBoard Release Notes
• Workboard Release & Roadmap Blog

Community Calls

• 2022-2023 Community Calls

• Community Call Archive

System Updates

• WorkBoard Security and Privacy Policy
• Create Scorecards
• WorkBoard Features Designated for Deprecation in December 2022
• CVE-2021-44228, CVE-2021-45046 and CVE-2021-45105 Updates
• How to file a bug
• GDPR Compliance

Accessibility Statement

• 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

Learning Labs 2022

• WorkBoard Learning Lab - OKRs
• WorkBoard Learning Lab - Workstreams and Action Items
• WorkBoard Learning Lab - Meetings
• WorkBoard Learning Lab - Business Reviews
• WorkBoard Learning Lab - Digital Operating Rhythm