How can we help?
Account Setup
Getting Started
Org Configuration
- Business Groups
- Create and Manage Key Result Tags
- Reporting Structures
- Add Users to an Organization
- Deactivate Users from an Organization
- Org-level Permissions
Your Information
- Edit Member Profile
- Favorite Items and View Recents
- Create and Manage Objective Categories
- Change your Password
- Reset your Password
- Upload or Change 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
- Key Result from a Person
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
(Beta) Strategy
Learning Labs - OKRs
Biz Reviews
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
Advanced Biz Reviews Options
Learning Labs - 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
- Import Jira, GitHub, or Asana Data to a Workstream in the Teams Module
- Automate Workstreams
- 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
Automate Weekly Status Reports
Learning Labs - Workstreams & Action Items
Meetings & 1on1s
WorkBoard Teams
Integrations
Communications
- MS Teams Integration Requirements
- Activating Microsoft Teams Integration
- Managing OKR Progress with Microsoft Teams
- Celebrate Coworkers and Communicate with Badges
- Customize WorkBoard in Microsoft Teams
- Calibrate & Celebrate with WorkBoard in Microsoft Teams
Calendar
Key Results Data Connectors
- Key Results from Asana
- Key Result from Azure DevOps
- Key Results from Excel
- Key Results from GitLab
- 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
Analytics and Reports
Product Updates
Accessibility
Accessibility Statement
Release Notes
- 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
- June 2022 -My Objectives - Edit Key Result Dialog, Badge Modal, Copy & Reset Modal, Close this one out Modal, Meeting Dialog
- May 2022 - Add a Key Result and My Objectives Improvements
- April 2022 - Add a Key Result, Global and My Objectives Improvements