How do I set up OKRs? (for admin)
This guide will walk you through the initial setup performed by your Plugin Administrator.
1. App Installation (1 min)
To install the app:
Open our page in Atlassian Marketplace
Select a version: Cloud or Data Center
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:
Open Plugin Settings
Groups & Users
Administrators
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:
Click the interval box on the top left part
Click “Manage Intervals“ and click “New Interval“
Give your interval a Title
Pick a Time Period and start/end dates
Click “Confirm”
4. Components (3 min)
Components are the foundational building blocks for organizing your strategic goals and initiatives.
When you create a new Component in Oboard, you will select its type. The two primary types of Components are:
Objective: An Objective represents a high-level, ambitious goal that your team or organization aims to achieve. Objectives define what you want to accomplish.
Metric: A Metric is a measurable outcome that tracks progress. Metrics define how you will measure success towards an Objective, or they can function as standalone performance indicators. This category includes what were previously known as Key Results.
Navigate to Settings > Components tab
Click "+ Create Component.”
Fill up the name, ID and pick the color of the icon
For Metrics, select Progress options
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:
Open Groups & Users tab in Settings
Click “Create a group”
Once a group is created, you can add individual users to it
Or sync with existing Jira group
7. Users and Roles management (5 min)
The Groups & Users 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:
Open the “Groups & Users” page in Settings
Select Users tab
Click “Add User”
Select a User. Choose Workspaces, Groups, and Roles
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)