How do I set up OKRs? (for admin)

Owned by Nikita Korotkov
Last updated: Nov 12, 2024 by Viktor
4 min read


This guide will walk you through the initial setup performed by your Plugin Administrator.

https://youtu.be/yVra4qyNN60

1. App Installation (1 min)

To install the app:

  1. Open our page in Atlassian Marketplace

  2. Select a version: Cloud or Data Center

  3. Install the app and start a 1-month free trial

2. Plugin admins (1 min)

Once the plugin is installed, all Jira Admins will become Plugin Admins automatically.
In case you need to grant such permissions to other users, please:

  1. Open Plugin Settings

  2. Users & Admins

  3. Administrators

  4. Hit “+ Add Administrator” and search through a list of users already added to the plugin

3. Intervals (3 min)

Intervals are OKR cycles in which you set, execute, and monitor your goals in a particular timeframe.
Intervals are fully customizable and can always to adjusted to your needs. To create an interval:

  1. Click the interval box on the top left part

  2. Click “Manage Intervals“ and click “New Interval“

  3. Give your interval a Title

  4. Pick a Time Period and start/end dates

  5. Click “Confirm”

4. OKR Levels (3 min)

OKR Levels allow you to create a custom hierarchy for your objectives based on your company structure.
We create a basic setup: Company, Group, and Personal levels of objectives, but you can rename or delete them if you wish. To adjust your levels:

  1. Navigate to Settings > OKR Levels tab

  2. Click "+ Create OKR Level”

  3. Fill up the name, ID and pick the color of the icon

  4. Done

5. Global plugin access (2 min)

Global permissions define which Jira users can see the button to enter the plugin and the OKR section on the Jira Issue form. Users without access cannot see the plugin in the navigation bar.
This article will guide you on how to grant your Jira groups access to the plugin: Global Plugin Access

6. Groups (5 min)

Groups can represent your departments, teams, or any other structure present in your organization.
Additionally, you can sync your existing Jira groups with Plugin groups so all newly added users are automatically synced with your in-app group. To create a group:

  1. Open your workspace settings

  2. Click “Create a group”

  3. Once a group is created, you can add individual users to it

  4. Or sync with existing Jira group

7. Users and Roles management (5 min)

The Users & Admins settings page will allow you to add individual users and select which workspaces they will have access to, add them to groups, and define their roles in the plugin.
There are several roles that can be assigned to your users: Reader, User/No delete, User, Group Leader, Workspace admin, and Plugin Admin.
More detailed information on roles & permissions can be found here: User roles and permissions

To add a user:

  1. Open the “Users & admins” page in Settings

  2. Click “Add User”

  3. Select a User. Choose Workspaces, Groups, and Roles

  4. Hit “Add”

8. Confluence app (5 min)

OKR Board for Confluence macros allows you to embed OKRs into Confluence pages. Using macros helps you to extend the capabilities of your Confluence pages, allowing you to add extra functionality or include dynamic content.

These articles will guide you through the installation process:
OKR Board for Confluence macro (Cloud)
OKR Board for Confluence macro (Data Center/Server)