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Just getting started with our product or looking for some guidance? Take a look at our tutorials below, explaining the basics of the app.

How to create your OKRs in OKR for Jira?


If you’re starting with the app, you’d probably like to add some OKRs, especially if your organization is also just starting with our app. Here’s a quick video explaining the process. You can also find related documentation here:
Creating OKRs with OKRs for Jira

Auto KRs (KRs with issue-based progress calculation)

Teams

OKR types (levels)

https://youtu.be/ZnyQh16Jwko

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How to align your OKRs to each other and create an OKR structure?

When adding your OKRs it’s important to keep the whole structure in mind, as different OKRs would be aligned to each other, i.e. Team OKRs to Company OKRs. The video below shows you how to create the connection between the OKRs and how to then display them as a hierarchy.

Here are some related documentation pages:
Working on the OKR overview board

OKR weights

Alignment

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How to update your OKRs and track the progress inside OKR for Jira?

With the whole structure in place, you can kick off the OKRs and begin to work on their progress. The video below shows you how to update your OKRs and track the progress made in the simplest way.

Here are some related documentation pages:
How to update the progress or status of a KR?

How to update an objective?

Statistics

OKR dashboard items

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How to link Jira issues to your OKRs?

Another thing you’re probably curious about is how to connect Jira issues with the OKRs you've just created. Here’s a video on that. And here are related documentation links:
How to connect Jira issues to key results?

Displaying issues on the OKR Overview

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How to best approach reviewing the OKRs’ progress?

With the OKRs created, issues linked and the process kicked off, you’ll most likely either host or be a part of regular OKR review meetings, or review the OKRs yourself. In the video below you can find some tips on how to best do that using the app.

Here’s a blog post on efficient OKR review meetings: https://digitaltoucan.com/blog/making-the-most-out-of-the-okr-review-meetings/
And here are related documentation pages:

How to filter your OKR overview?

Custom views

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Info

If you feel like you'd need some help with setting up the app or you’d have some questions regarding the app or the OKR framework, you can always request a product demo: https://calendly.com/weronika-digitaltoucan/30min During this 30-minute meeting, you can get help on any topic related to our app or the OKRs in general, ask about our roadmap and get a dedicated app walkthrough.