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How do I run an OKR check-in?

How do I run an OKR check-in?

The Check-in feature in Oboard provides a structured way to update your OKRs and Metrics with the latest progress and context.

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How to Create a Check-in

Creating a check-in in Oboard is straightforward. You can perform a check-in for any OKR or Metric that you have permission to update. Follow the steps below to add a new check-in:

Alignment View & OKR form

  1. Click the Check-in button for that OKR/Metric.
    – Via the Check-in column clicking on the last check-in date
    – Or, if you’re viewing the OKR’s detail panel, look for the blue Check-in button

  2. Update OKR value, status, and add comment

 

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Home page & Custom Dashboard

  1. Open the Home page

  2. Set the Filters

  3. Click on the date of the last Check-in

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  1. Open a Custom Dashboard

  2. For the OKR Module: Click on the last check in date or open OKR in details

  3. For the KPI Module: Click on the “+” sign

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Understanding the Check-in Feed

Once check-ins are being recorded, you’ll want to know how to read and use the Check-in feed. The feed is essentially a live timeline of all OKR updates across all workspaces:

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Accessing the feed: Click Check-ins in the left navigation menu of Oboard (in Jira). This opens the feed page, which lists all recent check-ins in reverse chronological order (most recent at the top).

 

Why Use Check-ins?

Regular check-ins are essential for effective OKR tracking. Here are a few key reasons to use the check-in feature:

  • Keep OKRs on track: Check-ins encourage a consistent update rhythm (for example, weekly or monthly), ensuring objectives don’t fall off the radar. You’ll quickly see which goals are up-to-date and which ones need attention by glancing at the last check-in date.

  • Provide context and narrative: Each check-in includes a comment section where you can note what’s been done since the last update, any blockers or challenges, and next steps. This added context turns a simple number update into a story of progress. It helps teammates understand why a metric moved and what the plan is, not just the fact that it changed.

  • Historical record of progress: Over time, check-ins build a history of how each OKR evolved. This historical log is useful for end-of-quarter reviews or retrospectives – you can see each step of progress and read the context behind it. It’s easier to celebrate wins or diagnose issues when you have a documented trail of updates.

  • Drive accountability: Knowing that progress (or lack of progress) will be visible to the team motivates owners to actively manage their OKRs. The check-in reminders and “last updated” indicators act as gentle nudges to update objectives on schedule.