Create and Publish an OKR Canvas

Overview

The Objective and Key Results Canvas (OKR Canvas) enables teams to collaborate in real-time (or asynchronously) to author their quarter’s Objectives and Key Results and conduct insightful Reflect and Resets. OKRs can be easily published to the WorkBoard platform and seamlessly move from planning to action.

The Chrome browser is recommended for optimum performance of the OKR Canvas.

Navigate to My OKR Canvases

To navigate to My OKR Canvases, select on the left-hand menu panel of the Objectives page within WorkBoard.

If the OKR Canvas link is not present in the menu, please contact your WorkBoard representative for assistance enabling the application for your organization.

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Create a Canvas

To create a new canvas for your team, select "New OKR Canvas" from My OKR Canvases. Any team member can create a canvas on behalf of the team.

From the drop-down menu, select both the team you want to create a canvas for and the time period.  

Select from the following:

  • Canvas setting OKRs for the first time
  • A returning team performing a Reflect and Reset
  • A blank canvas

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Each team is limited to one canvas per quarter. Prior to creating a canvas, check My OKR Canvases to see if a canvas has already been created for your team and selected time period. You won't be able to create a new canvas if one already exists.

Functional teams canvases using templates will be pre-populated with upline manager OKRs and a team’s previous quarter OKRs, if available. Working Groups canvases will only be pre-populated with previous quarter OKRs, if available.

Add Users to a Canvas

How do I add additional members to the canvas? 

The Team Manager or their delegates via the "Teams" page on WorkBoard can add or remove members of their Canvas team membership by clicking the "Manage" icon on a Canvas. Users need to logout of WorkBoard and Canvas, close browser tabs, and log back in to WorkBoard and Canvas for team membership to be completely updated on Canvas.

Learn more about adding non-team members to collaborate on a Canvas. 

Do I need to invite my team to the canvas to begin collaboration?

All team members have immediate access when a canvas is created. Team members will see a canvas image  with their team name and time period (e.g. Sales Team, Q1 FY22) on their Workshop Dashboard. Users may need to refresh their web browsers to see the canvas images.

Navigate Around the Canvas

Users can interact with the canvas using a mouse, laptop, trackpad, or keyboard tabs and enter actions.

Specific actions include:

  • Hovering the cursor over an area of the canvas without an object and mouse select  ”grabs” the canvas to enable users to pan their view.   Users can also hold the  spacebar + mouse select anywhere on the canvas to perform a “grab and pan" action.
  • Command/Control + Mouse Scroll Roll = zooms the point of view  in or out. 
  • Shift + Mouse Roll = scrolls the point of view left or right
  • Mouse Scroll  Roll = moves  The point of view up or down
  • A “pinch/zoom” action on a laptop trackpad zooms the point of view  in or out.

Add Content and Author OKRs in Canvas

Learn more about adding using sticky notes, adding content to a Canvas, and authoring OKRs. 

Publish OKRs from Canvas

Publish objective and key result shells directly into the WorkBoard platform using the "Publish OKRs" button in the upper right corner of the canvas.

Note: Only team managers and co-managers can publish OKRs. Other team members will not be able to initiate the publishing process.

To publish OKRs to WorkBoard:

  1. Select the "Publish OKRs"  button to initiate a menu that displays the team's objective and key result text created in the shells on the canvas. mceclip6.png
  2. Select  "Edit KR Details"   initiates a menu where the key results owner, initial target, final target, and update frequency can be set.  mceclip7.png
  3. Select on "Save and Review OKRs" to  review your complete objective and key results information.mceclip8.png
  4. Select "Publish OKRs"  to directly transfer your objective and key result information to the WorkBoard platform. After completion, a confirmation notification will appear on the screen with the direct link to your team's objective and key results in WorkBoard.mceclip9.png

Once a canvas is published, all sticky notes, objects, and materials will be locked to further editing for all users.

Frequently Asked Questions

Can I only publish my Objectives and Key Results one-time?

We currently allow publishing your OKRs from the canvas to WorkBoard platform a single time. Since all current OKRs on the platform publish at the same time, we recommend finalizing your discussions and text within the canvas before publishing. You can continue to edit within the WorkBoard platform for language, target measurement methods (included advanced integration) after you publish.

How many canvases can I create?

Functional or working teams can create one canvas per quarter, which is selectable by default when creating a canvas. The next quarter appears as an option in the canvas creation window a few weeks prior to the end of the existing quarter.

Who can access a canvas?

Any team member, as defined in the WorkBoard platform, will be able to access the canvases associated with those teams. Please be sure to update your team directory within WorkBoard to ensure your team member list is accurate and complete.

Team Managers and co-managers can also invite and remove non-team members as “contributors” to a canvas. These contributors have edit privileges, which allows them to add/delete sticky notes, OKR shells, and Reflect and Reset shells. Learn more about inviting contributors to Canvas. 

What types of teams can create canvases?

Functional or working teams can create one (1) canvas per quarter. Any member of a team member can "create" a canvas on behalf of the team, but only a Team Manager or Co-Manager can publish OKRs to WorkBoard.

Does Canvas support Bring Your Own Key (BYOK) of data?

Currently, OKR Canvas does not support Bring Your Own Key (BYOK) encryption of data, but it is on the development roadmap.

Can I pull in Upline Manager OKRs for Working Groups?

Can I create an annual OKR through OKR Canvas?

You can set OKRs based on a quarter in Canvas and then switch them to annual in the platform.

Can I use OKR Canvas for personal Objectives?

At this time, OKR Canvas is a tool meant for creating team objectives rather than personal ones. 

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