August 2026
View and edit Meeting Agendas in Chat
Your AI Chief of Staff can open the agenda for an upcoming meeting right in your chat window so you can make edits in place:
Add meeting topics and takeaways
Instantly see topics and takeaways added by other attendees – no refresh needed.
Track both KRs and KPIs on automated scorecards
Add KPIs alongside KRs on automated scorecards
KPI progress summaries are now included in scorecard briefs
July 2026
Gen3 Agents are here!
Your AI Chief of Staff and Leadership Coach have made a giant leap forward. Here's quick overview of their new capabilities (more details below):
Instant Dashboards — create interactive dashboards on the fly, compiled from WorkBoard and external data
40+ Action-Based Skills — generate PPT and PDF files, add meeting topics & takeaways, build Biz Reviews, create workstreams & actions, and much more
Configurable Agent Skills — tailor agent capabilities to how your teams actually work
External MCP Connectors — connect agents to tools and data outside WorkBoard
New Agent Jobs — proactively audit OKRs and suggest improvements
More Artifacts — enhanced guided OKR co-authoring, My Work This Week, Meetings, Key Results, and KPIs
Prepare the PowerPoint for Your MBR
Build PowerPoints and PDF files: your agent can translate your dashboard into a downloadable format to share offline
Create dashboards: tell your agent what you need — it compiles data from WorkBoard and external systems and generates a dashboard on the fly
Bookmark a dashboard to return to any time
Share with individuals, teams, or the entire org
Refresh the data on demand, and see prior versions
Interactive and responsive
Guided OKR Creation with Your Agent
Have a smart conversation with your agent about what you want to accomplish this quarter. Select prior OKRs to carry forward, attach documents, include market trends or competitive insights, and more.
Fine-tune drafts inline or in the chat
Publish draft OKRs straight to WorkBoard with one click
Feedback on OKR Quality
Get proactive suggestions for OKR improvements early in the quarter — enable this job in Settings > Agent Responsibilities.
Add Your Own Skills and External MCP Connectors
Connect to other MCP tools: add context to your Agent chats from other MCP-capable AI tools you have access to, such as Jira, GitHub, Atlassian, and more
Define custom skills for your Agent with uploaded .md files
and more...
Working with your Agents keeps getting easier:
View and update from chat: Your agent can now open OKRs, action items, scorecards, key result details, meeting agendas, and your My Work this Week view in an artifact window next to your chat.
Include industry trends, competitor positioning, and other public information as context in chats about your WorkBoard data — enable web search with the + button
Copy responses directly from your Agent conversations and paste into other applications
Adjust the width of the artifact window to reveal more Scorecard columns or hide part of an Action Item while you focus on the chat
Your OKRs and More Are a Conversation Away with WorkBoard's MCP Server
Every objective, KPI, task, scorecard, and business review is reachable through plain-language prompts in your favorite MCP-compatible AI assistant.
Objectives & Key Results — track progress, update KRs, and comment without leaving chat
KPIs — log values, pull trends, and monitor metrics on demand
Actions & Workstreams — create, assign, and update tasks in seconds
Biz Reviews & Scorecards — build reviews and populate scorecards from a single prompt
Meetings — add agenda topics and takeaways as the conversation happens
Users & Org — surface reporting structures, teams, and the full org hierarchy instantly
Explore the full tool reference here.
View, Build, and Update Right from Microsoft Copilot
Goal tracking & visibility: find, view, and update OKRs and KPIs — including progress, trends, alignment, and comments
Execution management: view, create, and update action items and workstreams, and manage meeting details, agendas, topics, and takeaways
Reporting & reviews: build and configure business reviews and scorecards, and organize items into collections or favorites
People & org navigation: search users/teams, view org structure and reporting lines, and surface objectives or action items by team or owner
Define OKR Relationships to Work in Jira and ADO
Connect work items from Jira or ADO directly to any Objective or Key Result — hand-pick specific items or connect to a live query
Choose which fields to include — Assignee, Status, Effort, Story Points, Hours, and more
See the work behind the result in the Relationships column on Scorecards and on the Relationship Map
Briefs in Slack
Get scheduled briefs delivered to Slack as a direct message or in a public or private channel.
Monitor KPIs You Don't Own
Keep track of KPIs you don't own with the new KPIs I Monitor list on your My Objectives page.
Example: marketing leaders can monitor a Sales-owned revenue number to see the influence of their campaigns
Click the eye icon on a KPI to add it to your KPIs I Monitor list.
New RME Analytics Report: Integration Adoption
See how your organization is adopting Microsoft Teams, Slack, Outlook, and Google Calendar integrations — reducing friction in strategy execution by bringing WorkBoard into the tools they already use every day.
Easily identify adoption gaps with three views:
Individual user table — see which integrations each person has connected
Org-level chart — a high-level view of adoption across the organization, useful for exec-facing conversations and tracking progress over time
Adoption by L2 Leader — see exactly where friction is concentrated and prioritize enablement efforts
Analyze Strategies Across the Organization
Use the new Strategy Analytics dataset to:
Analyze where risks are concentrated and which ones are overdue for review
Assess assumption confidence across strategies
Understand how each strategy is composed — whether it's heavy on outcomes or light on investment plans
Slice by strategy name, type, time horizon, and more
Get Team-Level Insights in Analytics Studio
Build your own Analytics Studio reports to answer questions like:
Where is execution strongest right now?
Does team size correlate with OKR completion?
How do Functional vs. Dynamic teams perform differently?
Are newer teams ramping up on OKR hygiene? What's the maturity curve of newer teams?
The new Teams dataset brings together organizational structure, OKR performance, and team metadata into a single, ready-to-query model.
May 2026
WorkBoard MCP Server: Your AI Assistant Now Has Direct Access to WorkBoard
Query OKRs, create tasks, and surface risks — directly from Claude, ChatGPT, or any AI you already use.
Ask in plain language: "What's at risk this quarter?" returns live KR data. "What's on my plate this week?" returns your to-do list.
Act without switching apps: Create action items, update key results, and post comments from your AI client of choice.
Works with any MCP AI client: Claude, ChatGPT, GitHub Copilot, Cursor, and more — one standard connection works for every tool.
AI Agents Keep Getting Smarter
Your AI Chief of Staff and Leadership Coach continue to learn new skills:
Create, view, and update action items right in chat.
"Objectives I Own" bookmark — your OKRs are now just one click away
Ensure Agent Compliance with Company Policies
WorkBoardAI Agents now support Org-Level Prompt Configurations:
Tune the Chief of Staff and Leadership Coach agents to reflect your organization's tone, priorities, values, and operating boundaries
The guidance is considered in every agent interaction
Reach out to your CSM to learn how to implement this in your organization.
Set Consistent Standards for AI Briefs
Define standard briefing templates for your organization so everyone's briefings follow a shared format.
When generating or scheduling Scorecard, Biz Review, Team, and custom executive briefings, users select a custom template
Reach out to your CSM to enable admins for your organization with the IT Policy role needed to create and modify templates
Add KPIs to Scorecards
Give a complete performance picture with KRs and KPIs side by side on the same Scorecard.
When adding a new row to a scorecard, choose whether to add a KPI or a KR
Icons distinguish KPIs from Key Results when both are present (icons can be toggled off in the Name column settings)
Coming soon: create automated KPI scorecards based on filter criteria
Track Incremental Progress with Milestones
Milestones allow users to set interim targets or dated checkpoints on a Key Result. Now add Milestone columns to see these targets in any Scorecard.
Check if a result is on track: add the next upcoming Milestone relative to the current KR value
Set up plan vs. actual tracking using "as-of" Milestone columns
Tie Execution in Jira and ADO to Results
Visualize relationships between work items from Jira or ADO and Key Results on KR detail pages and the relationship map.
Control Who Sees What with Groups & Roles
Give specific people visibility into exactly the right data:
Create Groups that need data access — synced automatically from your identity provider (e.g., Entra or Okta) or created manually
Assign Roles to each Group
Define Scopes for each Role — set rules for what objective and user fields each Role has permission to view
This ensures consistent access permissions for everyone in the group — without managing users individually.
Pre-Built Roles:
HR Business Partner — designed for HR Business Partners supporting parts of the business or sub-organizations of specific leaders. Sees all personal and team OKRs, plus new visibility into all 1on1s and Check-ins. Scope can be limited to a leader's population or users with specific custom profile attributes (e.g., region).
Compliance Visibility — designed for regulated industries that need strict data separation. Grants visibility to all team Objectives and Key Results, scoped only to objects whose classification field matches a specific value (e.g., "Confidentiality 16B").
Business Process & Ops Admin — designed for operations and business process admins who need to manage OKRs across teams without full org admin access. Grants view, edit, and delete access to team Objectives and Key Results, scoped by leader population, profile attributes, or custom fields.
Contact your CSM to define who in your organization should be granted permission to assign these roles.
Custom Fields Permissions and API Access
Assign custom fields to specific teams: if different parts of your business need different custom fields for segmentation and reporting, org admins can now grant field access to specific teams — optionally including any functional teams in that team's hierarchy. Other users won't see fields that aren't meant for them.
Custom field options on the Heatmap, Teams page, and scorecard automation filters are available only to members of teams who've been granted access.
Custom Attributes are now available via Public APIs — Custom Field values can be read and written programmatically across Objectives, Key Results, Work Items, and Users.
April 2026
Chief of Staff Agent 2.1: Richer Context, Smarter Answers
Your AI Chief of Staff can now draw on a much broader picture when answering your questions — pulling context from across OKRs, past meetings, action items, workstreams, and external data.
Ask things like "How have this team's OKRs evolved over the past year?" or "Where should team X and my OKRs align?"
Get prioritization guidance based on current OKR risks and your week ahead
Answers are grounded in real data across the full breadth of your WorkBoard context
Learn more about your Chief of Staff agent here.
Leadership Coach Agent 2.1: Better Coaching and Insights
Your Leadership Coach agent now has the same expanded context as the Chief of Staff — surfacing richer, more informed coaching insights across OKRs, meetings, action items, workstreams, and external data.
Coaching conversations draw on a fuller picture of what's actually happening across the team
Prepare for 1on1s, frame feedback, and understand team member progress with more depth and accuracy
Now generally available to all WorkBoard Intelligent Enterprise customers
Learn more about the Leadership Coach here.
Control Who Sees What with Groups, Roles & Scopes
A powerful new way to define access and visibility across your organization — now available in WorkBoard.
Create Groups manually or sync them directly from Okta or Microsoft Entra
Assign Roles to those groups to define what they can do in WorkBoard
Define Scopes to limit what data each role can see — by region, team, or custom fields
Two pre-built roles available now: HR Business Partner (view access to OKRs and check-ins for their assigned population) and Compliance Visibility (scoped object-level access for regulated industries)
This feature is available now to all WorkBoard customers.
March 2026
Your AI Agents Just Got a Major Upgrade
The next generation of your Chief of Staff and Leadership Coach agents is here — smarter, more capable, and easier to access than ever.
Install agents as a desktop app for quicker, always-on access
Bookmark OKRs and Scorecards as Artifacts, revisit and rename them from within your agent
Smarter memory — agents remember your tone, style preferences, and team name conventions so conversations feel more natural over time
External data connections — agents can now pull insights from your connected business systems while analyzing and responding
New async jobs: Daily Focus Memo delivered to Slack, Teams, or email; post-meeting summaries and follow-ups; and proactive meeting prep based on your calendar
Access your agents directly at agents.myworkboard.com
Learn more about your agents here.
Track Financials Directly on OKRs
Connect investment to outcomes — budget, cost, and resources are now visible right where your strategy lives.
See budget vs. running cost variance at a glance directly on your Objectives
Track resources allocated alongside OKR progress
Log financial snapshots over time to spot overspending or under-resourcing early
This feature is available now to all WorkBoard customers.
Sync Team OKRs Directly to Workday Goals
The WorkBoard–Workday integration just got significantly more powerful — you can now sync Team OKRs and Team Key Results directly to Workday goals.
Keep team-level strategy and performance records in sync automatically — no manual entry
Roll it out across the entire organization or limit it to specific teams
Supports both simple record-keeping and feeding into performance conversations
Connect with your CSM team to learn more about this integration.
February 2026
KPIs are more visible, connected, and actionable
Track your ongoing business metrics as KPIs alongside your quarterly OKRs — and now do even more with them across the platform.
Add KPI trays to Biz Reviews for real-time, in-context visibility into business performance health alongside your OKRs
Define relationships between KPIs and other KPIs, OKRs, workstreams, strategies, and more — and view those relationships on Scorecards
Get notified of new KPI comments wherever you work — in-app, email, Slack, or Microsoft Teams
This feature is available now to all WorkBoard customers.
January 2026
New and enhanced Cascaded Key Results experience
Build a multi-layer tree of Key Results (no more “Accept” step)
Cascaded Key rRsults behave like any key result — owners can update, change the data source, or cascade further
Improved editing: permissioned team members can update results, re-cascade, change owners/targets, etc.
Cascade multiple key results to the same person when creating your cascade tree
Learn more here!
December 2025
Now track KPIs alongside OKRs in WorkBoard
KPIs track ongoing business performance, while OKRs align teams with the organization’s strategic direction and drive desired outcomes. Now you can get a single view of both these critical measures right in WorkBoard.
Create KPIs for teams or individuals - separate from Objectives
Set KPIs once and continuously monitor ongoing health
Track ongoing metrics without RAG ratings, or define thresholds to indicate whether the KPI is considered healthy or at risk
Integrate with external data sources to automate KPI updates
Improve a KPI's performance by creating a key result with a measurable target to drive strategic focus, and set the KPI as the data source.
Learn more about KPIs here!
Customize action item fields to capture the right details
Governance admins can now define custom fields for actions, milestones, risks and assumptions, across all work items or only on specific teams. Easily map out custom intake flows to meet your organization's needs.
Learn more about these capabilities – and get a sneak peek at what's coming in 2026 – in the recording of our December Community Call.
October 2025
Enrich AI Agent Conversation with context from external business systems
Grant your agents selective access to data from Microsoft Teams, Jira or Salesforce to combine with WorkBoardAI data for more more powerful insights on strategy, target outcomes, risks, and gaps to plan!
July 2025
Chief of Staff and Leadership Coach Agents now GA!
Now every manager has the capacity to stay focused on the most important outcomes, follow through on every takeaway and provide frequent, fact based feedback.
Your digital Chief of Staff reinforces the weekly OKR rhythm by surfacing what needs attention, suggesting topics for meeting agendas, and nudging the team when needed. They take on time-consuming management tasks such as creating scorecards, drafting team meeting pre-reads, and uncovering potential alignment and dependencies.
Lean on your digital Leadership Coach for help in preparing for 1on1 conversations, crafting constructive feedback, and highlighting your team members' progress and challenges so you can offer timely kudos or coaching.
AI agents are available now to all WorkBoard Intelligent Enterprise customers who manage a team in WorkBoardAI - Learn more.
Integrate to Power BI without writing queries
Previously, teams wanting to source key result data from Power BI had to write complicated DAX queries. With our updated integration's easy visual interface, non-technical users can simply click on the Power BI chart they want to use to automatically connect the right report data to their result.
This enhanced data connector is available now to all WorkBoard customers.
Automatically update key result progress from Hubspot or Monday.com
Spend less time updating progress on your team's sales pipeline, marketing campaign, product roadmap, or project management key results with WorkBoardAI's new data connectors for Hubspot and Monday.com.
In just a few clicks, set up automated updates sourced from any Hubspot object or Monday.com board, and apply filters to drill into the data your team needs to show progress against this quarter's objectives.
Hubspot Data Connector:
Monday.com Data Connector:
These data connectors are available now to all WorkBoard customers.
More new key result features
Key result narratives allow you to communicate important context along with your progress data updates. Now you can quickly improve the readability of your key result narrative by pasting tables from spreadsheets, adding images, using keyboard shortcuts to bold or italicize text, or instantly creating lists by typing - , * , or a number at the start of a line.
Key results you co-own now appear alongside those you own outright—on the My Objectives page, your profile, and in check-ins—giving you a complete view of your contributions. To highlight team collaboration, you can also add the new Co-owner column to Scorecards and show how ownership is shared across the team.
These features are available now to all WorkBoard customers.
Delegate access to your account
Going on leave or vacation, or just need help managing day-to-day tasks in WorkBoard? You can now grant access to your account to a Chief of Staff, admin, operations partner or other trusted co-worker so they can update your key results, manage your action items, or support your workflows on your behalf.
This report is available now to all customers - Learn more.
March 2025 Release
Catch up on your OKRs in Copilot
Bring WorkBoardAI into your Microsoft Copilot workflow! Get the latest status on objectives and key results, guidance on setting great OKRs using WorkBoard and AI, and help on getting the most out of other WorkBoard features.
To install in Copilot, click "Add Agent" and search for "WorkBoardAI."
WorkBoardAI for Copilot is available now to all WorkBoard customers - Learn more.
Mass ping teams at scale with a reminder to update overdue results
Nudge multiple teams to take action on overdue key results with a single, streamlined tool.
Pings are triggered centrally by WorkBoard admins.
Target all teams across the organization, those reporting up to a specific leader, or individual teams.
Customize the nudge message to drive clarity and urgency.
This feature is available now to all WorkBoard customers - Learn more.
Identify collaboration opportunities across the org with AI-facilitated alignment cycle
Shorten your OKR reset cycle by automating the work of identifying cross-functional tie-off and alignment opportunities at scale. The new Alignment Report utilizes AI to audit OKRs across the organization and surfaces dependencies and collaboration opportunities for each team!
This feature is available now to all WorkBoardAI customers - Learn more.
Analyze manager effectiveness
The new 1on1 & Coaching Analytics Report offers a strategic lens into how consistently managers are engaging their teams—and how that coaching shows up in business outcomes. With visibility into 1on1 frequency, tool usage, and structured feedback activity, you can spot strengths, identify coaching gaps, and connect the dots between engagement and team performance.
This report is available now to all customers - Learn more.
Identify and foster great coaching behaviors
The new Feedback Analytics Report gives HR teams and leaders deep visibility into how feedback is shared across your organization—who’s receiving it, who’s giving it, and how it connects to work, transparency, and coaching tools. The report helps you see where feedback is happening—and where it isn’t. By understanding visibility, context, and platform adoption, you can foster more meaningful conversations, coach more effectively, and build a stronger feedback culture across your teams.
This report is available now to all customers - Learn more.
February 2025 Release
Sync WorkBoard Check-Ins to Workday
WorkBoard Check-ins allow templated performance conversations that can include team and individual OKR progress on the agenda, as well as topics relevant to your area of the organization.
Now HR admins can automatically sync WorkBoard check-ins to Workday, ensuring seamless record keeping!
This feature is available now to all WorkBoard customers - Learn more.
Have a more impactful performance conversation
People managers in WorkBoard already have the Manager's Lens, which helps them prepare for 1on1s with an instant summary of a team member's recent progress, plus suggestions on how to frame effective feedback.
Now individual contributors can ask the Coach on Call to generate a summary of their own impact on team's OKRs and initiatives, or provide guidance on having difficult conversations with managers or co-workers.
This feature is available now to all WorkBoard Intelligent Enterprise customers.
Easily visualize team project timelines
The new Timeline view provides a clear, visual way to track projects, and milestones within and across workstreams.
Each team and workstream now includes a dedicated Timeline tab.
Organize, filter, or color-code displayed items by assignee, status, section, priority, and more.
Zoom in or out to view the project at different time frames – across days, weeks, months, quarters or years.
This feature is available now to all WorkBoard customers - Learn more.
Publish scorecards to Powerpoint and PDF
Easily publish your scorecard to Powerpoint or PDF – the handy preview makes it easy to adjust the scale, page layout, and paper size to best fit your scorecard.
This feature is available now to all WorkBoard customers - Learn more.
December 2024 Release
Calibrate on results every Monday right in Slack or Microsoft Teams
If you manage or co-manage a team, you may already be receiving a calibration email every Monday morning with an AI generated brief highlighting the team's latest accomplishments, as well as areas that need attention. Now you can get the same calibration briefing delivered to Slack or Microsoft Teams.
At a glance, see how your teams are progressing towards achieving their outcomes, what new risks they are facing and where they’re missing data, so you can lean in and take action to reduce risks or remove roadblocks.
Weekly Calibrate and Celebrate messages are available now to all WorkBoard customers via email, Slack or Microsoft Teams – manage your subscription preferences.
November 2024 Release
As we approach the holidays and the end of the year, we're delighted to announce that we've launched a number of new capabilities that give managers at every level of the organization the tools they need to drive true business outcomes and be world-class coaches so that organization, teams and individuals reach peak performance.
Celebrate great work with quick feedback
Did your teammates nail an important deliverable? Do you need quick input from your manager on a key result? Now you can easily give or request feedback on specific objectives, key results or actions, or just send spur-of-the-moment kudos!
Ask WorkBoard AI for help in striking the right tone – more fun, more professional, or more constructive.
See all the feedback you've given, received or requested on the new Feedback page.
This feature is available now to all WorkBoard customers — learn more.
Create team OKRs from a document
Quickly align your team's efforts to the organization's strategic priorities by asking WorkBoard AI to draft OKRs based on existing strategy slide decks or documents.
WorkBoard AI can use the text from any PDF or .doc file as a basis for drafting your team OKRs .
If you've already started drafting OKRs in a document, WorkBoard AI can import them instantly – no more copy/paste!
Optionally provide additional guidance when you upload the file, such as "Focus on the digital transformation initiative" or "Include a cost savings objective."
Easily edit the drafted objectives or key results, or ask WorkBoard AI for help in making them leading, lagging, more inspiring, and more.
This feature is available now to all WorkBoard AI customers — learn more.
Accelerate the path to great execution with Action Plans
Your team has aligned a key result to the organization's strategy — now it's time to execute! Use WorkBoard AI to instantly draft an action plan to achieve that result, so you can focus on driving great progress.
Easily adjust the language of the drafted plan, add or remove actions, and change owners or suggested dates.
Publish the plan to an existing team workstream or create a new one right from the action plan draft.
The action plan workstream is automatically added as a related item to the key result — click in any time to see execution progress.
If your organization doesn't yet use WorkBoard AI, you can create an action plan yourself from the kebab menu on the key result details page.
This feature is available now to all WorkBoard customers — learn more.
Elevate performance with Scheduled Check-ins
Check-ins allow your HR team to facilitate structured performance conversations that can include team and individual OKR progress on the agenda, as well as topics relevant to your area of the organization.
Check-in agenda templates and scheduling are owned and managed by the HR team.
Enable fact-based discussions by including team or personal OKRs, the individual's key results, or the PACE meter on the agenda.
Managers can seek proactive coaching on how to frame feedback that resonates, while the Impact Summary briefs them for a meaningful conversation about the team member's latest progress and challenges.
This feature is available now to all WorkBoard customers — learn more.
Schedule automatic briefings for Scorecards and Business Reviews
If your team uses a scorecard or business review during meeting discussions, schedule a GenAI summary as a pre-read so everyone comes to the meeting well informed and ready to make smart decisions.
Subscribe team members to receive the briefing directly to Microsoft Teams or email so everyone has the right facts at the right time.
This feature is available now to all WorkBoard AI customers — learn more.
Communicate KR confidence more easily
Confidence flags and narratives are a great way to communicate the likeliness of achievement for an individual key result. Confidence flags are now incorporated directly into the regular KR update table, helping key result owners quickly provide a leading signal of anticipated risk or success.
Easily include both a value and a confidence rating with each scheduled update.
Give teams more frequent insight into which results are on and off track.
This feature is available now to all WorkBoard customers — learn more.
Calibrate on results every Monday with a WorkBoardAI briefing
If you manage or co-manage a team, calibrate on OKRs every Monday morning with an AI generated brief highlighting the team's latest accomplishments, as well as areas that need attention, right in your inbox.
At a glance, see how your teams are progressing towards achieving their outcomes, what new risks they are facing and where they’re missing data, so you can lean in and take action to reduce risks or remove roadblocks.
Weekly Calibrate and Celebrate emails are available now to all WorkBoard customers – manage your subscription preferences.
If your organization doesn't have WorkBoardAI, reach out to your customer success team to discuss upgrade options.
August 2024 Release
Have More Impactful 1on1s
If you're a people manager, you know how hard it is to carve out the time you need to coach the team, craft constructive feedback that resonates and motivates, and plan 1on1 discussions that effectively identify and address roadblocks and impact individual and team performance.
Now managers can instantly get a summary of an individual team member's recent progress and challenges, plus suggestions on how to frame effective feedback that is easy to deliver – making it easier to plan a 1on1 agenda that drives the action needed to improve results (and celebrates wins!)
The Impact Summary and Feedback Helper are WorkBoard Intelligent Enterprise features – people managers can access them on 1on1 meetings, team member profiles, and by selecting the "Manager's Lens" from the kebab menu for each team member on the Direct and Dotted dashboard.
Create a scorecard once, use it all year
Spend less time creating and maintaining your results scorecard, and more time driving great outcomes! Select a list of teams, result owners, or tagged results to include in your scorecard, and set it to automatically add and remove items with each OKR reset – instantly include new key results that match your list settings, and remove them when they no longer qualify.
Easily track project risks and assumptions
It's now easier to create and track execution risks and assumptions in your team workstreams. Select Risk or Assumption from the global Create Action menu, or change types on any existing action by clicking the checkmark icon.
July 2024 Release
Make hard conversations instantly easier
If you're a people manager, you know that giving constructive feedback is hard. The Feedback Helper utilizes GenAI to take your issues or concerns and instantly reframe them as Situation, Behavior, Impact (SBI) formatted feedback that is easy to use and say.
Draft and refine either positive or constructive feedback to use as a starting point for your next discussion.
The Feedback Helper is a WorkBoard Intelligent Enterprise feature.
Schedule a meeting pre-read for the team
Update the whole team on the latest progress before your next meeting. Subscribe multiple people to a scheduled brief, and WorkBoard's Co-Author will automatically generate a summary of the latest progress on your selected teams, workstreams, objectives and results and notify the team so everyone is on the same page.
Scheduled Briefs are a WorkBoard Intelligent Enterprise feature.
New column options for Scorecards
Choose what types of comments to display on your Scorecards: Update narratives, user comments, confidence narratives, system comments, or a combination.
Include Objective categories, Key Result tags, or custom Objective fields as columns.
Sync Personal Goals from WorkBoard to Workday
If your organization uses Workday, you can now sync your personal objectives from WorkBoard into Workday Goals, and your personal key results as Workday Milestones. Save time by updating your team and personal results in one place!
Talk to your customer success team about turning this integration on for your organization.
June 2024 Release
Get the briefing you need, when you need it, without meeting!
Let WorkBoard's Co-Author draft a pre-read for your weekly staff meeting, or automatically get a regular progress summary on a key cross-functional initiative delivered straight to your email.
No more waiting for the meeting or chasing progress updates – get the briefing you need when and where you need it.
Choose the dimensions you want to include – any combination of Teams, Objectives, Key Results, or Workstreams.
Schedule when you want your briefing delivered and get it delivered right to your inbox.
Scheduled Briefs are a is a WorkBoard Intelligent Enterprise feature.
Watch this short demonstration of Scheduled Briefs (excerpted from the May 2024 Community Call)
May 2024 Release
Be the manager you always wanted to have – and always wanted to be
Managing results is all about managing and coaching people. Utilize the refreshed Direct & Dotted page and new Manager's Lens with Impact Summary to both identify those team members who need your help and take action to address issues, and celebrate wins and reinforce behaviors that are driving great outcomes.
See who needs your coaching and attention, and who has drifted off course, on the refreshed Direct & Dotted dashboard.
Plan your 1on1s based on who needs coaching, and on what.
Go into your 1on1s prepared with an AI-generated Impact Summary of what team members have achieved and the challenges they have encountered in the last week/month/quarter.
The Direct & Dotted page is available to all managers. The Impact Summary is a WorkBoard Intelligent Enterprise feature.
Watch this short demonstration of the Direct & Dotted Page and Manager's Lens (excerpted from the May 2024 Community Call)
Align on dependencies and risks faster with the Relationship Map
Get a quick view into the details of any item with the new side panel.
Leverage embedded AI to discover and align on new dependencies and risks with one click.
Easily capture and share a snapshot of your Scorecard
Copy your scorecard to the clipboard as a png image and paste it directly into a Powerpoint slide or other application.
Export your scorecard as an image to save it for use later.
Share Risks, Dependencies, Blockers and More on Scorecards
Add Key Result Relationships as a column on your scorecard to provide instant visibility into interdependencies across the organization.
Include all related items, or select specific key result relationship types to display.
Pro tip: duplicate your Relationships column and use one to show risks, one for issues or blockers.Hover over the Relationships column to click into the details of any related item.
Learn more about Key Result Relationships.
April 2024 Release
Easily Visualize Dependencies and Risks to the Strategy
See a full relationship map identifying dependencies, risks and connections across all layers of the organization.
Instantly spot potential risks to the strategy or its execution.
Click directly into the details of any item you have access to view.
Leverage smart suggestions from WorkBoard’s embedded AI to uncover hidden dependencies and risks.
March 2024 Release
Automatically Generate Team Scorecards
Create a scorecard with the KRs for any team you're on in seconds!
Select a list of one or more teams to instantly create a scorecard with all team OKRs.
Edit the team list anytime.
At the beginning of a new OKR cycle, refresh the scorecard with the current OKRs for the selected teams with one click.
Identify Key Result Risks, Assumptions, and Dependencies
If your organization uses the RAID framework, it's now easy to add and track progress on key result risks, assumptions and issues.
Add actions, risks and assumptions as Key Result Relationships.
Assign an owner and due dates, attach files and track conversations - and add to any workstream.
Actions, risks and assumptions are color coded with distinct icons for easy identification. Use risk and assumption statuses to indicate severity, probability and confidence.
Ask your account team about enabling this optional feature for your organization.
View OKR Relationships on Workstreams
Quickly see how execution progress in a workstream is driving outcomes.
Show key results sourcing data from the workstream, as well as dependencies and OKRs supported by the workstream.
Click directly into the details of any related item
Offset Updates for Integration Key Results
Capture late updates in external business systems that occur after the end of the key result measurement period — for instance, bookings totals for the quarter that may not be finalized in a CRM system until a few days after the quarter close.
Define the delay period on a case-by-case basis.
February 2024 Release
Scorecard and Biz Review Briefs
Distill information and get the facts faster Scorecards and Biz Reviews Co-Author generated progress summaries! 🚀
Choose the voice, tone and format based on your audience and your reporting needs!
Editors can Publish Summaries to broadcast the news!
Share to MS Teams or Copy to Clipboard with a single click!
Scorecards and Biz Review delights you asked for:
Highlight net change! Display results velocity by displaying your actual columns with your choice of day-over-day, week-over-week, month-over-month change, and much more!
New auto-fit setting: find Automatically Resize Rows to Fit Data under Scorecard settings to auto-adjust row height to display all your data.
Scorecards and Biz Reviews have a new setting so they can be auto-shared once they are added to a collection!
New option for customized date formatting, and bolding individual cells to highlight specific information or result data
and much more!
January 2024 Release
Summarization of Retros and Team Reflections
Operational excellence as a pattern – Summarize and share observations from retros so no team learns the same lesson twice!
Co-Author can now help you summarize your retro conversation
You can also now summarize any set of sticky notes!
This and all other WorkBoard Intelligent Enterprise platform features are free to try until Jan 31.
and more!
Long over due! You can now set Objectives as a continuation of other Objectives in the OKR Wizard to control your OKR Timeline view.
Highlight a Scorecard row to make presentation and discussion seamless!
December 2023 Release
Ending the year with a big bang! Co-Author is now available in the OKR Wizard and anywhere you set OKRs.
Get ideas or suggestions to help you get started
Iterate on key results so they're better measures
Transform tasks to outcomes, and lagging and leading measures instantly
Go from 4 hours to 1 hour to set great objectives and results
November 2023 Release
Collaborate on dependencies more easily
Simplify and improve cross functional alignment and coordination with embedded AI.
See potential relationships between key results owned by disparate teams
Get prompts on where blockers may exist
Capture lateral results alignment and blockers easily from our machine-learning suggestions
Get visibility on the progress of related work including where dependency risk are
Learn more about how to leverage this capability here.
Bulk Close OKRs for a Clean Slate
Easily close OKRs from prior time periods to keep your Heatmap, team OKR pages and other organization OKR views tidy. Admins with the Governance role can now close OKRs that ended before a specific date with one click!
October 2023 Release
🎉 Introducing Multi-Period Scorecards! 🚀
Multi-Period Scorecards are here to allow you to seamlessly generate a comprehensive view of actual against plan across quarters or years.
Creating a Multi-Period Scorecard is quick and easy—follow the steps in this article to get started! Happy Scorecarding! 📊
Next generation of Co-Author is here!
Get suggestions for leading results as you brainstorm on results and measurable outcomes
Get Co-Author's help to formulate Objectives and Key Results (OKRs) in your team's language
Refine suggestions from Co-Author conversationally with Co-Author in your own words!
September 2023 Release
We're excited to announce our latest product updates and improvements for September!
WoBo Canvas
Reactions: Introducing Sticky Reactions! With Sticky Reactions, users can now express their appreciation for ideas with ❤️, 👍, and 💅 emojis, making it not only an enjoyable interaction but also a seamless way to cast your vote. Give it a try today
Gen-AI Co-Author Fast-Follows: We heard your feedback about wanting Co-Author to feel more conversational and more cohesive. To that end, we have added:
Enhanced Looping Refinement: Co-Author now allows you to refine suggestions in a continuous loop. When you’re offered a suggestion, you can refine the suggestion itself, and then refine that suggestion. This marks the beginning of a conversational and iterative Co-Author experience.
Smart Pathways: When you insert a suggested Objective, Co-Author now lets you seamlessly transition into creating Key Results without the need to exit Co-Author.
Optional Input: Providing a "priority" statement to Co-Author is now an optional step. We think this will make it even easier for users to defeat the dreaded “Cold Start” and jump right into ideating.
Kudos Column on Retro Shell: Retro templates now have an optional "Kudos" column, allowing teams to recognize and applaud the outstanding efforts of their teammates during the Retro process.
Copy to Draft: You can now easily convert a published OKR into a draft OKR--great for localizing and copying OKRs from previous quarters.
Biz Reviews & Scorecards
Biz Review Enhancements:
Editing Text Trays: Easily edit text trays in-line without a pop-up. Text trays can be edited in View, Edit, Fullscreen or Present modes. Simply click into a Text Tray to edit, then click outside of that tray to save it.
RME Analytics: We’ve updated the Alignment Gaps by Leader Area Analytics to showcase the Last Quarter, Current Quarter, and Node Alignment. Now you can quickly see how your Alignment has improved from the previous quarter and further breakdown by leader. Contact your WorkBoard CSM for more information.
Scorecards Enhancements:
Publish Power: You can now publish Scorecards to a print-friendly preview and save it as a PDF. This is a great way to lock in your Scorecard updates at a point of time for easy reference.
Integrations
Integrated Key Results Updates: Key Result progress sourced from Integrations can now be overwritten by the Key Result owner to correct historical data. The updates are attributed to the user making the change for an audit trail.