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 to showcase your journey to success. Updates allow you to quantify profess toward the target, give your subjective confidence in achieving the target, and provide a narrative to give a clear picture of your achievements to teammates, managers, and others.

You can update your Key Results in the following ways:

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

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

What is an update?

When you set up a Key Result, you determine the update cadence - daily, weekly, bi-weekly, monthly, or quarterly. This determines how frequently the Key Result requires an update. Each update consists of 3 elements:

• Update value: This is the current value of whatever the Key Result is measuring. Enter a numerical value, to provide fresh data on where the Key Result stands.
• Confidence flag: Confidence flags are your subjective perspective on the likelihood of accomplishing a Key Result. This allows you to distill everything you know about risks and opportunities on an effort into a single clear rating. Learn more about Confidence flags here.
• Narrative: Provide context with an update narrative. This gives Key Result viewers the option to “drill down” into the next level of detail behind the update value and Confidence flag.

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 Objectives > My Objectives page from the top of any page.
2. In the 'Key Results I own' field, hover over the applicable Key Result you would 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 Objectives > My Objectives page 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.

3. Enter the applicable update values, Confidence flag, and narrative in the relevant fields.

4. Click the Update button on the bottom to save your changes.
   

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 Objectives > My Objectives page 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 value updates, Confidence flag, 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 the WorkBoard mobile app

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.

Updating Key Results from WoBot in MS Teams or Slack

Ask WoBot for your OKRs, or those belonging to your teams, to get a quick view of progress. 

Here are some conversation starters:

Learn more about viewing and updating OKR progress from Microsoft Teams.

• Double-click and open a Key Result, then click the kebab menu (three dots) in the upper right-hand corner.
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• Select Ping for Update.
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