Bring WorkBoard OKRs into your Jira experience to see the outcomes that your work in Jira drives!
Capabilities:
See your My OKRs page in your Jira environment
View and update the key results you are responsible for right in Jira
Link Jira issues to key results for visibility into how work is driving key outcomes
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 bodies of work driving them in Jira
Query and search for work in Jira that is contributing to key results
See how your work in Jira advances team OKRs
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!
When a key result is connected to work in Jira, it is easy to seamlessly navigate from the result in WorkBoard to the work in Jira that is driving the outcome.
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!
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 you manage, co-manage, and are an admin for. To get to this view, click the “WorkBoard” tab, and then click “Manage Key Results.
Connecting results to work in Jira
You can connect key results you are assigned to update to 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.
Linking Key Results to Related Work
Link key results to related Jira issues if you simply want to establish a visible connection between work and strategy. Use a JQL query to select the issues you want to connect to your result. The JQL will dynamically and continuously connect any issues that are returned by the query.
Tips for linking results to related work in Jira
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.
Automating Result Updates
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.
Tips for Automating Key Result Updates
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 to Automate Key Result 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 measure 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 measure 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 the 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.
Permissions: Who can connect results to Jira issues?
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'].softLinkCount > 0
To query for issues that automating progress updates for key results, append the following JQL to any existing query:
issue.property ['wobo-kr'].hardLinkCount > 0
Installation & Authentication:
The Jira plugin can be installed by a Jira admin from the Atlassian Marketplace
Navigate to the “WorkBoard” tab on your Jira instance and click “My OKRs”. This is set up by your company’s Jira admin.
Click the “Connect WorkBoard” button to sign in with your WorkBoard account.
You may be prompted to login to WorkBoard. If so, login at this time.
You should now see your “My OKRs” page view that you see in WorkBoard in Jira. 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.