Viewing & Updating Team OKRs with the WorkBoard Plugin for Jira

Overview

See the outcomes that your work is driving with WorkBoard OKRs in Jira! 

See progress on your team’s OKRs and how your work impacts team outcomes and your company’s priorities -- all within Jira.

The Jira plugin allows you to connect key results to work in Jira, making it easier for the team to see how their work is moving the needle on strategic priorities!

Capabilities

  • See your My OKRs page in your Jira environment
  • View and update your Key Results in Jira
  • Add Jira issues as Related Work to Key Results
  • Automatically update progress on your Key Results based on completion of work in Jira
  • See the progress of related Key Results on Jira issue pages
  • Easily navigate from Key Results in WorkBoard to the work driving them in Jira
  • Query and search for work in Jira that is contributing to Key Results

Note: This Help Center Article covers using the WorkBoard Plugin for Jira (Cloud or Data Center/Server). Please refer to WorkBoard Plugin for Jira: Capabilities & Set Up for initial guidelines and installation. 

Login to WorkBoard in Jira

  1. Click on the WorkBoard tab in Jira.
  2. Click the Connect WorkBoard button to sign in with your WorkBoard account.
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  3. You may be prompted to login to WorkBoard. If so, login at this time.
  4. You should now see your My OKRs page view that you see in WorkBoard in Jira.
    Note: This page will function very similarly to the experience in WorkBoard, letting you expand objectives to see key results and to click to open details. 

Navigating the WorkBoard Plugin for Jira

The WorkBoard plugin for Jira allows you to view OKRs or just the Key Results that you and your Teams are responsible for across your organization. 

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My OKRs

Easily view OKRs in WorkBoard from the plugin in Jira. See below to understand what each Tab in the plugin displays:

  • OKRs I Own - This tab displays all of the OKRs across all of your Teams, where you're a Manager or Co-Manager.
  • My Manager's OKRs - This tab displays all of the OKRs across all of your Managers Teams where they're a Manager or Co-Manager.
  • Team OKRs - This tab displays all of the OKRs across all of your Teams, where you're not a Manager or Co-Manager.

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Manage Key Results

You will also be able to see all of the key results that you are responsible for updating, as well as Key Results from Teams in WorkBoard depending on your Team Permissions.

  1. To get to this view, click the WorkBoard.
  2. Select Manage Key Results. 

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  • Key Results I Update - This filter displays all of the Key Results that you're responsible for updating in WorkBoard.
  • Teams I Manage - This filter displays all of the Key Results on all of your Teams, where you have the Manager permission. 
  • Teams I Manage & Co-Manage - This filter displays all of the Key Results on all of your Teams, where you have the Co-Manager or Manager permission. 
  • Teams I Admin - This filter displays all of the Key Results on all of your Teams, where you have the Team Admin permission. 

See how your work in Jira advances team OKRs

Key Results will also show on related Jira issues, so the team working in Jira has the context on their progress towards outcomes.

Click on the key result card to see the full details in WorkBoard.

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Connect key results to work in Jira

You can connect Key Results that have been created in WorkBoard (by you or others) and that are assigned to you, via work in Jira. When connecting, you can either link related Jira issues to a result to provide easy visibility to the work that is driving that result, or automatically update your key result as you complete work in Jira. 

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  • Link Related Jira Issues Link related Jira issues to Key Results in WorkBoard that do not contribute to Key Result progress.
  • Automatically Update Key Result based on Jira Progress - Link Jira issues to Key Results in WorkBoard that do contribute to Key Result progress.

Linking Key Results to Related Work

Notes:

  • All key result types (except for mirrored key results) can be linked to Jira issues 
  • You can link results to related work in Jira for results assigned to you, as well as any KR from Teams you manage, co-manage and are an admin for, from the dropdown.

Steps

  1. Click on the WorkBoard plugin in Jira from the main menu.
  2. Click on Connect to Jira Issues next to a Key Result (that you own, update or thats on an OKR from a Team where you're a Manager, Co-Manager or Team Admin).
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  3. Choose Link to related Jira Issues (without pulling data).
    • Choose to use the Query Builder or write your own JQL Query.
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  4. Choose How Progress should be specified
    • You can use the WorkBoard Query Builder or write your own custom JQL.
  5. If you chose, Query Builder then use the multi-select options below to choose the Project(s), Issue Type(s), and Issue Status(es).
  6. Scroll to the bottom and select Save.

Automating Result Updates

Notes: 

  • The option to automate key result updates is only available for key results where the data source is a person in WorkBoard, effectively allowing users to automate otherwise manual updates to report on completion of work.
  • Only the user who has been assigned to update a key result in WorkBoard will see the option to automate key result updates.
  • Only results from OKRs that are currently open can be automated.
  • Key results that are measured in percentages will require two JQL queries -- one to calculate the numerator (the work completed), and one to calculate the denominator (the total body of work).

Steps

  1. Click on the WorkBoard plugin in Jira from the main menu.
  2. Click on Connect to Jira Issues next to a Key Result (that you own, update or thats on an OKR from a Team where you're a Manager, Co-Manager or Team Admin).
  3. By default, Automate Key Result data from Jira Issues is already selected.
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  4. Choose How Progress should be calculated
    • Story Points - The number of issues with story points outstanding versus the number of issues with story points resolved.
    • Issue Count - The number of issues outstanding versus the number of issues resolved.
  5. Choose How Progress should be specified
    • You can use the WorkBoard Query Builder or write your own custom JQL.
  6. If you chose, Query Builder then use the multi-select options below to choose the Project(s), Issue Type(s), and Issue Status(es).
  7. Scroll to the bottom and select Save.

Automate key result updates if your result progress should reflect the completion of a set of work issues in Jira. Select Get update data from Jira issues and use a JQL query to select the issues you want to use to measure completion.

Examples & Notes on setting up Automatic Progress Updates from Jira

If you already have a set target in mind, create a basic numeric key result and assign it to the person who should set up the automation.

  • Example: Complete 5 stories for Analytics Tool 1.3.1
  • In WorkBoard: set your key result target as 5 and measured as a number
  • In Jira Plugin: select Get update data from Jira issues. Set the JQL to be a JQL that reflects completed work in your workflow.
  • As a result of the integration, the progress of the key result will be automatically updated to reflect the total number of completed items against a fixed target of 5.

If the nature of the work that needs to be completed is more dynamic or your target is to complete a bucket of work, create a basic percentage based key result and assign it to the person who should set up the automation

  • Example: Deliver 100% of planned work for Analytics Tool 1.3.1
  • In WorkBoard: set your key result target as 100 and measured as a percentage
  • In Jira Plugin: Select Get update data from Jira issues. Percentage based key results will require two JQL queries -- one to calculate the numerator (the work completed work in your workflow), and one to calculate the denominator (the total body of work).
    • The JQL in the numerator should return a subset of work from the denominator that has been completed.
  • As a result of the integration, the progress of the key result will be a percentage that reflects at any given time the total number of completed items against the total number of items defined by your JQLs. If a new issue is added that fits the parameter of the JQL, it will be considered as part of total bucket of work that needs to be completed.

Disconnecting linkages & Integration Sync

  • JQLs will be synced on a nightly cadence, but the “Sync Now” button under Manage Key Results is a way to immediately force the update to reflect any changes.
  • Stop automatically updating your key result by clicking the pencil icon next to your JQL query, then clicking the Disconnect JQL Update link.
  • You can Disconnect All JQLs at once from the kebob menu.  Note that this will only disconnect JQL connections you have added yourself.  image3.png

Permissions

User Role Link Related Work Update KR Progress via JQL
Team Admin Yes Yes
Member No No
Executive Viewer No No
Key Result Data Source (user updated) Yes Yes
Manager Yes Yes
Co-Manager Yes Yes

 

Query for Jira Issues that are driving Key Results

Issues contributing to key results can be queried through JQL, making it possible to quickly search for issues that are driving the team's outcomes.

To query for work linked as related work to key results, append the following JQL to any existing query:

  • issue.property[wobo-kr-related].updated > 0 

To query for issues that automating progress updates for key results, append the following JQL to any existing query:

  • issue.property[wobo-kr].updated >0
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