Create a Team OKR

Introduction

Do you need to localize your Managers OKR and create an OKR for your Team? In WorkBoard, you can create Team OKRs for Functional Teams and Working Groups (cross-functional teams) from the Team or Objectives page. After you create and align your Team OKR, you can view it in the Alignment Views and Heatmap.

 

OKR Ownership

Who can own Team OKRs?

  • Managers
  • Co-Managers

Who can create Team OKRs?

  • Managers
  • Co-Managers
  • Team Admins

Steps for Creating a Team Objective

  1. Click on the Objectives tab on the Main Menu.
  2. In the bottom left-hand corner in the side pane, and select Add Team Objective.  

     

     

  3. Add your Objective name (statement of intent for the given time period), and hit Enter on your keyboard.

     

     

  4. Ensure that all of the Objective fields are filled out correctly for your Objective. You can always come back and edit them later if necessary.

OKR Ownership 

  • Team - The Team that's auto-populated is the last team you visited where you're a Manager, Co-Manager. If the wrong Team is currently selected, simply click into the Team field and search for another Team where you're a Manager or Co-Manager. 
    • Note: The Team determines who can own the Objective. 

       

       

  • Owner - On Team Objectives, a Manager or Co-manager can be selected from the drop-down.

OKR Visibility on Team Objectives

  • View Permissions in addition to owner - This field allows you to increase or reduce the amount of people in your organization who can view your entire OKR. By default, all Team Objectives are set to Organization Can View, but you can adjust this setting at any time.
    • Organization Can View - The entire Organization can view your OKR in the Alignment View or Heatmap.
    • Management Can View - Only your manager, and their managers up the direct management line, as well as your Team, can view your OKR. 
    • All Reports to Owner Can View - Everyone that reports into as well as this Team can view the OKR.
    • Only Team Can View (All boxes unchecked) - Only folks directly on the Team can view the Team Objective and Key Results

       

       

  • Choose Specific Teams (searchbox) - You can create custom view permissions by allowing only Management, All Reports, or your Team to view this OKR in addition to specific Teams you search for and select.

     

     

  • Apply to Objective & Key Results (Checkbox beside Dropdown)- Automatically checked, this setting applies whatever drop-down choice you made to the Objective (Organization can view, Management can view, Owner can view), to the Key Result as well.
    • If unchecked, this allows you to modify view permissions for each Key Result giving you greater control over the individual Key Results visibility.

    After you've filled out the required and optional Objective fields click Save to start adding Key Results.

    Other Helpful Resources:

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