BETA: Tracking company objectives on the Objectives board

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This feature is currently available for invited participants in our private beta.

The Objectives Board is ideal for aligning your product organization around your strategy. Define, communicate and track your Objectives and Key Results (OKRs). Link your Objectives to Features and visualize them over time on your Roadmaps.

OKR_board_overview.png

In this article: 

Getting started with the Objectives Board

The Objectives Board in Productboard allows users to place existing Objectives or create new ones in a hierarchical tree view. You can also add Key Results, update their progress and compose updates to the team.

To get started with the Objectives Board: 

  1. Navigate to your Objectives Board.
    Screenshot_2022-08-17_at_21.08.20.png
  2. Click in the left text field at the top to define your company vision.
    Screenshot_2022-08-17_at_21.15.33.png
  3. Click in the right text field at the top to define the reasoning that links your OKRs to your vision.

Adding and linking objectives

To add and link objectives:

  1. Add an existing or create a new objective by clicking the cell on the grid. Start typing the objective name to search existing objectives, or create a new objective by typing the name in the search field at the top and clicking Create to create a new objective with the specified name.
    Screenshot_2022-09-08_at_21.34.12.png

  2. Link objectives by clicking the bottom or top handle of an objective and clicking on the objective you want to link.
    Screenshot_2022-09-08_at_21.35.54.png

    Note: It is possible to link a Parent objective to a Child objective. 
  3. You can hide, unlink and remove the Objective using the top right menu on the Objective
    Screenshot_2022-08-17_at_21.30.20.png

Editing Objective details

Screenshot_2022-08-17_at_21.40.18.png

In the Objective Details, you can easily update all the attributes on an Objective.

  • Level: Define or update the Objective level in the hierarchy.
  • Parent and Children: Define or update the Objectives parent (1:1) and children (1:n).
  • Team: Assign or update the Team that is working on the Objective.
  • Timeframe: Define or update the Objective Timeframe by clicking on the date picker and selecting a start and end date.
  • Theme: Define or update what Theme the Objective belongs to. Themes are unique to objectives.

Add and edit Objective Key Results

To add and edit Objective Key Results: 

  1. Navigate to the Objective Details and click on the Key Results tab.
    Screenshot_2022-08-17_at_21.52.26.png
  2. Start entering the name of your first Key Result and hit enter to add the next Key Result.
    Screenshot_2022-08-17_at_21.52.57.png
  3. Hit the backspace on your keyboard or click outside the field to finish adding Key Results.
    Screenshot_2022-08-17_at_21.53.21.png

    Note: The author of the objective will be assigned as the objective owner.
  4. Click Add start and target value and select what Units (numbers or percentages) you want to use for measuring the Objective.
    Screenshot_2022-08-17_at_21.54.03.png
  5. All your changes will be logged in the history at the bottom.
    Screenshot_2022-08-17_at_21.55.26.png

Composing a Key Result update

To compose a Key Result update:

Screenshot_2022-08-17_at_21.55.55.png

  1. Navigate to the Objective Details and click on the Key Results tab.
  2. Click on the Key Result you want to update.
  3. Set a new value (optional).
  4. Set a new status (optional).
    Screenshot_2022-08-17_at_21.56.15.png
  5. Add a comment and click the Submit update button.
  6. When you have clicked the Submit Update button your update will be shown in the Update Activity. As well as your activity in the History Log at the bottom.
    Screenshot_2022-08-17_at_21.57.29.png

View objective levels on the roadmap

The Objective Levels defined on the Objectives Board will be shown as a label on the Objectives in a Roadmap:

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Limitations

  • The system is not sending email notifications to followers when clicking Submit update.
  • It is not possible to rename the Levels (Swimlanes)
  • It is not possible to edit comments in the Key Result Update
  • There is no drag + drop of cards
  • It's not possible to use an Objective List hierarchy view
  • It's not possible to automatically roll up Key Result progress to Objectives
  • It's not possible to get a better overview of Key Results on the Objectives Board
  • It's not possible to Draft Objectives and Key Results or set them to status review/approved
  • It's not possible to toggle Objective Labels on/off on the Roadmap
  • It's not possible to filter Objectives by teams, status, etc.
  • It's not possible to use APIs for i.e. tracking Key Result progress in external systems, and updating Key Result progress in PB, among others.
  • It’s not possible to manage permissions, roles, and rights
  • It’s not possible to use a boolean (Completed/Not completed) as a unit for tracking Key Results.
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