This article covers from where in and outside of the WorkBoard Platform, you can update your KRs (Key Results). You will notified to update your KRs based on the frequency set for each individual Key Result.
Note: To learn more about Key Result best practices check out Key Results Overview.
This article covers these areas where you can update your Key Results:
- WorkBoard Mobile (Android & iOS)
- Slack & Microsoft Teams
- Google Sheets or Microsoft Excel
Adding comments or a narrative with your updates is a best practice. It is a great way to capture and share facts, to remember what contributed to progress "spikes and valleys" and to answer the same "what happened" question from multiple people.
Updating your Key Results in WorkBoard
See and update all of your key results at once
To update your key results and share progress, click on the button UPDATE KEY RESULTS on the upper right corner of the page. The button will only appear if you have key results that are currently due for an update.
On this page, you'll get a list of all your Key Results that are due for an update. Enter values and comments for each KR update -- tab between fields for even greater efficiency. To format your Key Result narratives, highlight the text you've entered and use the options in the floating formatting field. Make sure to click on the update button on the bottom to save your updates.
View and Update Individual Key Results
To see all of the Key Results, click on the My Key Results tab use the dropdown to switch between Key Results you Own, Key Results you Update or Key Results you Own & Update.
Updating Key Results from your Mobile Devices
From any Objective Detail page on the Web or iPad, below the results chart you'll see Update for key results you own. On iPhone, open the objective and tap any key results you own; below the chart click Update the team on progress.
Updating Key Results outside of WorkBoard
Slack or Microsoft Teams
Ask WoBot for your OKRs, or those belonging to your teams, to get a quick view of progress. You can update key results, add them to your watchlist, ping team members for their input, or reward your team's progress towards objectives with a fun badge.
Here are some conversation starters:
Can I see my results?"
"Can I update my KRs?"
"Can I see my OKRs?"
"Can I see my team objectives?"
"Can I see my objectives from [team name]"
For more information check out View and update OKR progress from Slack or Microsoft Teams
Update key results from Excel or Google Spreadsheets
If you already are tracking business results in an Excel or Google Spreadsheet, you can use a pre-built connector to automatically update Workboard key results from values in that spreadsheet. Learn more about the Excel and Google Spreadsheers connectors here.