Workstream Key Result

Overview

Tie key result progress directly to execution to feed your key result updates. 

To create workstream based key results, when creating your key result from "Advanced options," select the WorkBoard workstreams option.Search for one or more existing workstreams, or create a brand new custom or completion workstream for your project.

Measuring completion of a subset of the workstream

If you select custom workstream with defined columns, you will have the option to narrow your selection even further down, to only measure the completion of work within specific columns. To select this option, click on the link Measure from specific column(s) from custom workstream(s), and search for columns from your selected workstreams 

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Options on how to calculate the progress

Percentage completion: if you're looking to track the percentage of action items in the selected workstream(s) that were due and marked done during your objective's timeframe. Your result will be calculated as the number of completed action items with a due date in the objective's timeframe divided by the total number of actions in the timeframe.

Quantity complete: if you're looking to track the number of action items in the selected workstream(s) that were due and marked done during your objective's timeframe.

Average cycle time: if you're looking to track the average number of days it takes to complete the action items in the selected workstream(s) that are due during your objective's timeframe.

 

Troubleshooting Workstream KR Progress Percentage differences

Note: The following factors affect the progress calculations of key results sourced from workstreams:

  • Only action items with a due date within the objective's date range are included in the key result calculation. If an action item does not have a due date, or if the due date falls before or after the timeframe of the objective, it will not be included. (In contrast, the progress you see at the top of the workstream's Board or List views includes all of the actions in the workstream, regardless of due date.
  • Action items with a status of "Done" count towards the total complete. Action items with a status of "Pause," "Next," and "Doing" all count towards the incomplete total.
  • Action items with a greater level of effort count as a greater percentage of a workstream's progress than actions with a low level of effort.

 

 

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