Update Key Results

Overview

After creating your Objectives and Key Results, you'll next update the Key Results (KRs) before or when they're due for an update. Updating your Key Results helps showcase that your journey to success is on track by quantifying progress. Adding comments or narratives to your updates helps to paint a vivid picture of your achievements, while also providing invaluable insights for both yourself and your team.

You can update your Key Results in the following ways:

  • www.myworkboard.com
  • WorkBoard Mobile app (Android & iOS)
  • Via WoBot 

Note: To learn more about Key Result best practices check out Key Results Overview.

Updating Key Results on myworkboard.com

Key Results can be updated in a few ways--from the Objectives module, from the 'Updates Needed' chip, or directly on the Key Result details page. 

Key Results I own

  1. Navigate to the Objectives module from the top of any page.
  2. In the 'Key Results I own' field, hover over the applicable Key Result you'd like to update.
  3. Select the Update icon that populates on the right-hand side.
  4. Enter the applicable update values and narrative in the relevant fields, then select Save.

Updates Needed

  1. Navigate to the Objectives module from the top of any page.
  2. Click the Updates needed chip.
    Note: This will only appear if you have key results that are currently due for an update.
  1. Enter the applicable update values and narrative in the relevant fields.
    • Pro tip: tab between fields for even greater efficiency.
  2. Click the Update button on the bottom to save your changes.updatekeyresults.gif

Key Result Details Page

Key Results can be updated directly on the Key Result details page if you are the data provider, Team Admin, Co-Manager, or Manager of the Team.

  1. Navigate to the Objectives module from the top of any page.
  2. Click on a Key Result to be directed to the KR Details page.
  3. Select the Update icon.
  4. Enter the applicable update values and narrative in the relevant fields, then select Save.

Multi-Target Key Results

Multi-target Key Results can be updated from the Objectives module and from the Key Result details page. Data Providers will have the Update icon on the different tabs of the Objectives module, depending on permission. Managers, Co-Managers, and Team Admins will update the Key Result from the Key Result details page shown below. 

Please note there is no Update icon on the parent Key Result, a target (Q1, Q2, etc.) must first be selected from the right-side menu.

Updating Key Results on a Mobile Device

  1. From any Objective Detail page on the Web or iPad, below the results chart you'll see Update for key results you own.
  2. On iPhone, open the objective and tap any key results you own; below the chart click Update the team on progress.
  3. View and update your key results on the go using the iPhone or Android apps.

updatekrsonmobile.gif

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. 

Here are some conversation starters:

Bot Command Definition
'Show my Objectives' Showcases your Objectives
'Update my KRs'  Populates an update modal to update your Key Results
'Show my Team Objectives'

Showcases your Team's Objectives for teams where you're a Manager or Co-Manager

Learn more about viewing and updating OKR progress from Microsoft Teams

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