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WorkBoard Integrations, Connectors and Plugins

Connector App Environment Purpose SSO Customer’s Identity Provider (i.e., Okta, Azure AD) SAML 2.0 Single Sign-On allows organ...

Updated over 3 weeks ago

Connector

App Environment

Purpose

Customer’s Identity Provider (i.e., Okta, Azure AD) SAML 2.0

Single Sign-On allows organizations to control who has access to WorkBoard centrally, increasing security and making it easier for users to leverage WorkBoard by having one less password to memorize.

Customer’s Identity Provider

Automated User Provisioning makes it possible for organizations to add and de-provision users individually or in bulk, reducing manual efforts and making the system more secure.

Customer's Azure AD Platform

WorkBoard works with Azure AD to make Automated User Provisioning configuration easy.

Customer's Okta Platform

WorkBoard works with Okta to make Automated User Provisioning configuration easy.

MS Teams (Desktop + Web)

Increase the value WorkBoard provides your organization by bringing functionality to collaborative environment users already spend significant time in. Maximize Key Results by making it easy for users to collaborate on the organization's most important strategic priorities!

MS Outlook (Windows Desktop client), OWA, WorkBoard Meetings

Schedule your meeting in your Outlook Meeting Client and run the meeting from WorkBoard - All without having to schedule the meeting twice!

WorkBoard Key Result Data Source

Technical staff and Knowledge Workers already input their progress into Azure DevOps. Link that progress to goal - And minimize the number of manual updates your team has to make.

Azure Devops

Technical staff and Knowledge Workers already input their progress in Azure DevOps. Link that progress to goal, in an environment they are already familiar with and spend significant time in. This maximizes Key Result achievement by making it easy for the user to calibrate their priorities.

WorkBoard Key Result Data Source

When work is already being done in MS Planner, it doesn't make sense to duplicate that effort in other systems. Increase transparency, accuracy, and alignment by connecting progress to goal, to the source of truth for that body of work.

WorkBoard Meetings, Action Items for file attachments

Link to the authoritative version of a file that other individuals or the entire team needs to use. Minimize confusion and enforce information security by reducing duplicate files.

Excel (Windows Desktop)

Make it easy for any user to automatically update their Key Results from where the work is being done.

WorkBoard: Import template to create Action Items in a Workstream

Minimize manual data entry and errors related to duplicating effort, and increase your team's velocity by loading records from your excel document directly to WorkBoard and assign as Action Items.

WorkBoard: Import template for bulk Key Result Updates

Increase transparency and velocity by uploading several Key Result updates simultaneously

WorkBoard Key Result Data Source - Automated outside Workboard.

Use a CSV format to automate how Key Results are updated

WorkBoard Import Workstream

Bring visibility to one or many GitHub Projects by using it as a source for progress to goal and give leadership the ability to easily see the work being done. Maximize Key Result progress by reinforcing a contributor's sense of ownership, impact, and contribution to the organization's success.

WorkBoard Import Workstream

Bring visibility to one or many Asana boards by using it as a source for progress to goal and give leadership the ability to easily see the work being done. Maximize Key Result progress by reinforcing a contributor's sense of ownership, impact, and contribution to the organization's success.

WorkBoard Key Result Data Source

Link WorkBoard Key Results to Asana boards when used as the system of record for a body of work. Maximize Key Result progress and accuracy of progress updates.

WorkBoard Import Workstream

Bring visibility to one or many Jira boards by using it as a source for progress to goal and give leadership the ability to easily see the work being done. Maximize Key Result progress by reinforcing a contributor's sense of ownership, impact, and contribution to the organization's success.

WorkBoard Key Result Data Source

Link WorkBoard Key Results to Jira boards when used as the system of record for a body of work. Maximize Key Result progress and accuracy of progress update, while minimizing duplication of efforts.

Native Jira in the Cloud

Technical staff and Knowledge Workers already input their progress in Jira Cloud. Link that progress to goal, in an environment they are already familiar with and spend significant time in. This maximizes Key Result achievement by making it easy for the user to calibrate their priorities.

Native Jira for Server
(Compatible with:
Jira DC 8.5.1 - 10.7.4 (US)
Jira Data Center 8.5.1 - 9.15.2 (EU)

Note: Due to the sunset of Jira Server, no new versions are expected beyond this compatibility range.

Technical staff and Knowledge Workers already input their progress in Jira Server. Link that progress to goal, in an environment they are already familiar with and spend significant time in. This maximizes Key Result achievement by making it easy for the user to calibrate their priorities.

Native Jira for Datacenter

Technical staff and Knowledge Workers already input their progress in Jira Data Center. Link that progress to goal, in an environment they are already familiar with and spend significant time in. This maximizes Key Result achievement by making it easy for the user to calibrate their priorities.

Slack (Desktop + Web)

Increase the value WorkBoard provides your organization by bringing functionality to collaborative environment users already spend significant time in. Maximize Key Results by making it easy for users to collaborate on the organization's most important strategic priorities!

WorkBoard Meetings, Action Items for file attachments

Reduce duplicate files by uploading and linking directly to secure, authoritative content.

WorkBoard Meetings, Action Items for file attachments

Reduce duplicate files by uploading and linking directly to secure, authoritative content.

WorkBoard Meetings, Action Items for file attachments

Reduce duplicate files by uploading and linking directly to secure, authoritative content.

WorkBoard Key Result Data Source and RBR charts

Automate Key Result updates and visualize KPI metrics by linking WorkBoard to your enterprise platforms and databases. WorkBoard connectors bring data and information that executives rely on to make important decisions every day into focus. This helps leaders reclaim misdirected capacity, maximize team velocity by reducing manual updates, and maximizes data quality and integrity by getting data from the system of record.

Google Sheets

Make it easy for any user to automatically update their Key Results from where the work is being done.

Synchronize Meetings from Google Calendar

Schedule your meeting in your Google Meeting Client and run the meeting from WorkBoard - All without having to schedule the meeting twice!

WorkBoard Running Business Reviews

Bring radical transparency to leadership during your Business Reviews by dynamically linking a view of your dashboards and see side by side with your organization's most important strategic priorities. Run more effective, shorter meetings by providing the visual context fast and in an interactive format. Note: The platform you want to view in a Business Review iFrame must allow it.

Zapier UI

Leverage the power of IFTTT (If-This-Then-That) technology and automatically send data from your systems of record into WorkBoard as Key Result updates and Action Items!

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