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WorkBoard Product Innovation Blog

Explore the latest WorkBoardAI capabilities — from AI agents and cascaded key results to KPI tracking and cross-system integrations — and discover how to put each one to work for your business goals.

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.

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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.

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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!)

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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!

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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

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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.

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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

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  • 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.

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    • 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.

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  • Copy to Draft: You can now easily convert a published OKR into a draft OKR--great for localizing and copying OKRs from previous quarters.

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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.

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  • 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.

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