Resource Center

Overview

• A Guide to WorkBoard’s GenAI Features

WorkBoardAI Agents - Introducing Digital Teammates

• Digital Teammates: WorkBoardAI Agents Overview
• Getting Started with WorkBoardAI Agents
• Chief of Staff Jobs
• Leadership Coach Jobs
• Changing Agent Settings

Co-Author

• Co-Author Suggested Action Plans to Accelerate the Path to Great Execution
• Co-Author OKRs with Generative AI

Alignment Suggestions

• WorkBoard AI Alignment Cycle: Enhancing OKR Collaboration

Briefs & Summaries

• AI-powered Briefs & Scheduled Briefs

Toolkits

• Toolkit for Strategy Execution & Results Management Leaders
• WorkBoard's Generative AI Toolkit for IT

Objectives and Key Results Overview

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

Objectives

• Creating Team OKRs
• Create an Individual Goal
• Set Up an Objective
• Edit an Existing OKR
• Add OKR Objective Categories
• Manage OKR View Permissions

Key Results

• Key Results Overview
• Key Result Detail Page
• Update Key Results
• Draw Attention to Key Results with Confidence Ratings
• Key Result Roles: Owner, Co-Owner, Data Provider
• User Updated Key Result

Viewing Organizational Alignment & Achievement

• Key Result Relationships
• 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

Copying and Closing OKRs

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

Using Canvas

• Getting Started with WoBo Canvas
• Sharing a Canvas & Canvas Permissions
• Adding Stickies & Reactions in WoBo Canvas
• Drafting and Publishing OKRs in WoBo Canvas

Strategy

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

Scorecards

• Exporting Scorecards
• Create Scorecards
• Customize and Share your Scorecard
• Multi-Period Scorecards

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 & Export Workstreams

Using Workstreams to manage projects

• Manage Projects with Custom Workstreams
• Workstreams: Keep Work Organized
• Working on cross-functional projects with Workstreams
• Using Timelines in Workstreams
• Import Jira, GitHub, or Asana Data to a Workstream in the Teams Module
• Automate Workstream Columns

Do and Delegate Work

• Anatomy of an Action
• Add Actions
• Private Requests
• Managing Actions: Copying, Mirroring, Repeating, Delegating, and Pinging for Updates
• Edit actions
• Keep stakeholders in the loop

Import, Email and Text Actions to Workboard

• Convert emails into actions
• Import Actions from Excel

Meetings Overview

• Get Started with Meetings
• Customize the Meetings Dashboard
• WorkBoard Meetings Overview
• Add a Meeting Admin
• WorkBoard Meetings Integration Requirements

1on1s

• Set up a New 1on1 with your Manager or Direct Reports
• Feedback & Alignment in 1on1s with the PACE Meter
• Create 1on1s from Existing Meetings & View Meeting Series

Manager Effectiveness

• Coach on Call
• Manage Direct & Dotted Reports and your Manager's Lens

Feedback

• Make Hard Conversations Easier with the Feedback Helper
• Elevate Performance with Feedback

Check-Ins

• Scheduled Check-Ins Overview
• HR tools for Setting Up a Scheduled Check-In

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
• Managing Team Member & Manager Permissions
• Add and Remove Team Members
• Archive or Unarchive Teams
• Impact When a User Exits WorkBoard

Microsoft Teams

• Mass Enable 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
• Manage OKR Progress with 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

• Offset Updates for Key Result Data Integrations
• Key Results from Asana
• Key Result from Azure DevOps
• Key Results from Excel
• Key Results from GitHub
• Key Results from GitLab

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

Workday

• Integrate & Sync WorkBoard Personal OKRs with Workday Goals
• How to Sync WorkBoard Check-Ins to Workday

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
• Workboard API

Other

• WorkBoard for Mobile
• WorkBoardAI for Copilot

Analytics Overview and Activation

• Explore & Visualize Your Own Strategy Execution Data with Open Insights
• Activating and Accessing Analytics
• Analytics for Results Management Executives (RME)

Analytics & Reports

• Feedback Behaviors
• 1on1 & Coaching Analytics Report
• OKR Alignment Overview Stats Report
• Individual OKRs Adoption Report
• Relationship Map
• Business Lens Analytic

Getting Started

• In-App Resource Center and Onboarding Tours
• Navigate Around WorkBoard
• Search for Items Across WorkBoard
• Video: Welcome to WorkBoard

Your Information

• Turning your Profile Page and Viewing Others
• User Delegation
• Favorite Items and View Recents
• Create and Manage Objective Categories
• Change Your Password
• Reset Your Password

Roadmap & Release Notes

• WorkBoard Release Notes
• WorkBoard Product Innovation Blog
• WorkBoard Navigation Screenshots
• Align on the Strategy Faster

Community Calls

• Latest Community Calls

• Archive

System Updates

• WorkBoard Security and Privacy Policy
• WorkBoard Features Designated for Deprecation in December 2022
• CVE-2021-44228, CVE-2021-45046 and CVE-2021-45105 Updates

Troubleshooting

• Troubleshooting Local Website Issues
• How to generate a HAR file for troubleshooting
• How to file a bug

Accessibility Statement

• Accessibility Statement

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

Governance & Tools

• Biz Review and Scorecard Admin
• Mass Ping in WorkBoard: Drive Accountability at Scale!

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