![]() This creates a dedicated space on Confluence that you can use to draft your OKRs and keep track of past goals. Tick the option that allows you to connect repositories, documents, and more. Next, fill in the project’s details by including the name of the project and access level. However, company-managed projects can only be set up and maintained by Jira admins. You can even customize your workflows, statuses, and issue transitions. These projects allow you to have complete control over issue types and custom fields. They use a simpler project configuration and don’t require the involvement of a Jira admin, making them the best choice for teams that want to have full control over their own processes and want to go at their own pace.Ĭompany-managed projects are more complex, allowing parallel sprints and issues pulled from multiple projects. Team-managed projects are maintained by the working team. We recommend the Kanban project template for its simple board and drag-and-drop features.Īfter you’ve selected a template, select one of the two project types – team-managed or company-managed. Select Create Project under the Projects tab on the top bar in Jira. But if you’re an OKR newbie and would like to work with the tools you currently have, you can map your goals using a basic Jira project template along with Confluence. There are several OKR apps currently available. How to configure Jira and Confluence for OKRs This encourages collaboration and has a positive effect on employee engagement, as the team will be able to participate and share their ideas. Do it as a team – OKRs work best when set and worked on as a team.This way, the team can understand how their work contributes to wider goals. Link Jira issues to OKRs – With Jira, you can break down key results even further into issues – individual tasks assigned to team members – that can be linked to your ongoing projects. ![]() We recommend setting a benchmark and a target value for each key result. Set clear and measurable goals from the start – Set ambitious objectives, but support them with manageable key results.Here are a few tips to keep in mind before you begin your OKR journey. We’ve gathered some of the best practices to get you started and provided a step-by-step guide to customizing your OKRs using Jira and Confluence. Another easy way is to use both Jira and Confluence simultaneously. But using an app is only one of the ways to map them. It has templates and workflows that make it easy to track OKRs. The key to successfully using OKRs is to track them closely so that you can see exactly which goals are on track and which ones aren’t – and the best way to do this is by using Jira.Īt Digital Toucan, we use our app, OKR for Jira. First popularized by Google, OKRs are now widely known for their flexibility, transparency, and collaborative approach to setting the right objectives.īut introducing the right system isn’t enough to guarantee a good result. Key results break down these objectives into smaller, more manageable targets. Objectives are bigger, ambitious goals that challenge your team to deliver their best. Worried about how your year-long goals are progressing? Consider implementing a goal-setting system like Objectives and Key Results (OKRs) designed to help agile teams set and achieve ambitious goals. This is a guest post by Digital Toucan, an Atlassian Platinum Marketplace Partner dedicated to creating apps that bring data to life for agile teams. Nguyen for illustrating the subtleties and helping formulate the above answer.Get stories about tech and teams in your inbox Subscribe So usefulness of this feature is TBD.Ī very special Thanks to my Team Mate P. It does not appear to be visible from a 'mouse over' nor any other mechanism. I have yet to determine what functionality the bar Description provides. ![]() The Description can be modified by left clicking on the bar and then left clicking again on any existing description that may be present for that bar:Įnter any changes as desired for the Description and then left click the checkmark to save the changes. The bar title is what is displayed on the Roadmap Planner.Ī Description can be added to the bar when you add it to the Roadmap Planner by left clicking on the text ' Click to add description' as seen below: Title is modified by left clicking on the title of the bar, modifying the text and then left clicking on the checkmark to save the changes. ![]() The bars on the Roadmap Planner have 2 components - the Title and the Description: While I realize this is old, I hope this response will help the next poor soul looking for an answer. ![]()
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