How do I set up OKRs? (for user)

Owned by Nikita Korotkov
Last updated: Dec 22, 2023
4 min read

This guide will help you to create your OKRs and give examples of OKR structure.
We will also briefly cover the topic of check-ins and how our Home page and comments can help with it.

https://youtu.be/hlX9hfFv5jc

1. Create an Objective

To create an objective, click the respective buttons “+ New OKR“ and “+” or select a menu item from the grid.

2. Create a Key Result

Find an Objective and click the ➕icon in a grid.

  1. Pick the “Create Key Result. “

  2. Put a Title and a Description into respective fields

  3. Pick a type of KR (%, Binary, or Metric)

  4. Put an initial state and a target goal.

  5. Save the KR.

3. Link a Jira issue

  • All types of Jira issues can be linked.

  • You can link the Jira issue to both Objectives and KRs.

  • You can link the same Jira issue to 2 or more Objectives or KRs.

From the grid:

  1. Click the ➕button in the grid.

  2. Pick “Link jira-issue. “

  3. Search for jira-issue by full ID or part of the name.

  4. Select an Owner and OKR Interval.

  5. Click “Link. “

From the form:

Linking from the Jira issue:

Linking with the help of JQL:

4. Custom Weights

The custom weights feature will allow you to adjust how impactful nested items are to your parent OKR.
To set Custom weights:

  1. Open an OKR

  2. Select “Custom Weights. “

  3. Click the “Manual“ option on the opened form.

  4. Set the Weight for any Item you need. Next to the weight, you can get the impact of the respective item on the parent’s grade.

5. Structure your OKRs

A few different methodologies can be used depending on your company structure and approach to planning. The three primary methodologies are Classic, Roadmap, and Flat.

Classic OKRs

Classic OKRs are defined by quarterly meetings, where yearly Company OKRs are broken down into quarterly Company OKRs, which are then used as a base for aligning the Department OKRs.

Roadmap OKRs

Companies that follow Roadmap OKRs do not prioritize flexibility and instead break down yearly OKRs into quarterly OKRs for each quarter simultaneously.

Flat OKRs

Companies that follow the Flat OKR structure combine the breakdown and alignment processes. Their OKR structure does not feature quarterly Company OKRs — instead, each Department sets its own quarterly OKRs based on the yearly Company Objectives.

6. Home Page

The Home page will allow you to track your personal OKR progress and your team’s.
You can switch between your objectives and separately key results progress.

7. Check-ins

The Home page will also allow you to check in on your personal and team OKRs.
Leave comments, and tag your group leader/members highlighting what was achieved last week.

8. Custom Dashboard

Custom OKR Dashboard is an executive reporting tool that shows only the Objectives and Key Results you need and all the vital stats and progress reports. 
The Dashboard also allows you to share it with the whole company or specific users and export it in PDF.

To create a Custom Dashboard:

  1. Go to Dashboard

  2. Select the Custom Dashboard tab

  3. Hit New report

  4. Set a Goal and add Objectives

9. Confluence

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)

To add a macro:

  1. Create a Confluence page that will be used to show macros.

  2. Click on the “+” menu and select “Other macros” or search for “Oboard.”

  3. Set the needed filters and hit “Insert.”