Overview

WorkBoard application preferences allow you to curate your experience. After you've spent some time exploring in WorkBoard, its a great time to adjust your Email Preferences, your Start Page, Tool Preferences, Workstream Board view preference and Microsoft Teams Integration preferences for Calibrate & Celebrate.

Navigating to Preferences

1. Click on your picture (or the gear if you've not yet added a profile pic)
2. Click Settings
   
   
3. From the left-side menu, select Preferences
4. Make your selections to curate your WorkBoard experience

Modifying Preferences

Weekly focus & wins preferences

We suggest enabling Calibrate and Celebrate updates. These notifications help keep you and your team focused on results. The beginning of the week Calibrate note highlights what needs your attention so you can best prepare for the week. The end of week Celebrate notification highlights team wins and progress.

• If you have integrated Slack or Microsoft Teams with your WorkBoard account, you can choose to receive your Calibrate and Celebrate messages in those apps, or have it delivered to your email inbox.
• Select whether you want updates for teams you manage, co-manage, or just your own key results.
• If your organization uses WorkBoard Intelligent Enterprises, select "GenAI briefs" to get an AI-generated briefing with your Calibrate message highlighting the areas the team needs to focus on this week.

Other notifications

• Morning Due Today list: Start your day off on the right foot by getting your list emailed to you.
• Daily digest of all my notifications: Get a summary at the end of the day with all of your notifications
• OKR Updates: Receive an email on OKRs for the teams you belong to and OKRs where you are a KR delegate.  Specifically, updates to KR data, OKR comments and @mentions, KR delegation, and request for feedback when an OKR is closed.
• Immediate alerts as action items change: Receive an email when action items you own or are in the loop on get changed
• Feedback notifications: Receive an email (or a Slack or a Teams chat) when someone gives you Feedback in the platform.
• Best practices, tips, and news: Receive periodic tips, news, and best practices!
• Don't send me any emails: Unsubscribe from all emails

Email Notification FAQs

1. When are OKR notifications to be sent out to users?
   OKR updates emails are sent out immediately after the user action.
2. Are OKR Updates email preferences sent at a specific time of day or when an action (i.e. KR delegation) occurs? 
   OKR updates emails are sent out immediately after the user action.
3. Does KR delegation apply when a user is the KR Owner and/or Data Provider or KR Ownership only?
   Emails for KR delegation apply to both the KR owner and Data Provider.
4. If the wording of an OKR is changed, will there be an email update without an @mention?
   No.

Start page

Based on your role, it's recommended to have the following start pages in WorkBoard: 

Objectives - There are three start page options within Objectives: My Objectives, Heatmap, and Timeline.

• My Objectives is the simplest place to start. This page quickly shows all your Objectives and Key results, as well as quick access to Key results that need updating, and Key results at risk.
• The other Objectives pages (Heatmap, & Timeline) are best for Team Managers, Co-Managers and anybody in a Management role.

Scorecard - Scorecards highlight progress from Key Results and make it easy for you to create a one-slide-view of progress without recreating the wheel, copying data, or getting out of sync with the truth. 

• This is a great start page for Senior Managers, Directors & Executives because it allows them to view their KR progress at a glance from the moment they login to WorkBoard.

Running Business Review - Running Business Reviews (or Biz Reviews for short) are WorkBoard dashboards that allow you showcase the great work your team is doing to achieve your OKRs. 

• This is a great start page for Senior Managers, Directors & Executives because it allows them to view their business at a glance from the moment they login to WorkBoard.

My Work - My Work lets you see all of your Action Items across all of your Teams in the organization. It also allows you to see the Private Requests (Action Items that are sent directly to you that are not on a Team or Personal Workstream). 

• This is a great start page for Project Managers or Individual Contributors who help manage projects across many functional & cross-functional teams.

Workstream View Preferences

WorkBoard lets you determine your preferred default view for Workstreams -- Board or List view.

Board View - The default selection. When you click on a Workstream, you'll see the work categorized by status (completion flow/kanban board), or in a custom workstream (by type of work or project management outline).

List View - This view is what you would find in MyWork. This allows you to see your Action Items in a list, rather than a Board View.