WorkBoard

Integrations

Overview
The WorkBoard integration for Microsoft (MS) Teams nudges users on what needs their attention, notifies them of updates and allow...

Mass Enable Microsoft Teams

Overview
The WorkBoard App for Microsoft Teams allows seamless access to WorkBoard in the following ways:

Adding WorkBoard Tabs to Team C...

MS Teams Integration Requirements

Connect WorkBoard to Microsoft Teams to drive OKRs, Business Reviews, and strategic priorities directly from chat. Keep strategy in the flow of daily work and surface risks, provide transparency on…

Integrate Microsoft Teams with WorkBoard

Overview
If you've enabled Microsoft Teams integration on your account, you can use our chatbot (Wobot) to view and update status on your ...

Manage OKR Progress with Microsoft Teams

Overview
Quickly and easily keep up with requests for information and updates on critical initiatives with @mention notifications in MS Te...

@Mention Notifications in Microsoft Teams

Overview
The WorkBoard App for Microsoft Teams allows seamless access to WorkBoard in the following ways:


Adding WorkBoard Tabs to Team ...

Customize WorkBoard in Microsoft Teams

Overview
MS Teams Admin can bulk install the WorkBoard Plugin and make it available for all MS Teams users in their organization.
Install ...

MS Teams Admin: Install the WorkBoard Plugin from Microsoft App Store for Organization

Microsoft Teams

Overview
Badges are a great way to provide feedback to your team or congratulate them on success. You can send badges on specific actions,...

Celebrate Coworkers and Communicate with Badges

Introduction
Calibrate and Celebrate in Microsoft Teams brings your OKRs into your line of sight on Monday mornings, shows you where to fo...

Calibrate & Celebrate with WorkBoard in Microsoft Teams

Overview
Calibrate and Celebrate in Cisco Webex brings your OKRs front and center on Monday mornings, shows you where to focus for the wee...

Calibrate and Celebrate with WorkBoard in Webex

Overview
Bring strategy execution into weekly focus in Webex! Easily access your team and organization’s strategic priorities in Messaging...

WorkBoard for Webex Messaging

Overview
Bring strategy execution into weekly focus in Webex! Incorporate objectives and progress towards them in your weekly digital oper...

WorkBoard for Webex Meetings

Overview
If your team already uses Slack as a communication tool, you can quickly connect Workboard and Slack so that conversations flow e...

Activating Slack Integration

If you're a Slack or Microsoft Teams user, you're in luck! WoBot can show your personal and team Objectives and update your Key Results — ...

Using WoBot

Overview
Keep your team in sync on updates to your strategic initiatives with the Webex connector for WorkBoard. All @mentions on Action I...

Activating Webex Connector

Communications

Link Google or Outlook calendars to WorkBoard to turn standing invites into outcome-driven meetings. Your calendar handles the schedule, WorkBoard handles the agenda, decisions, and follow-through tied to the Strategy.

Set up Google and Outlook Integrations for Meetings

Connect Google or Outlook Calendar to WorkBoard

Calendar

Overview
The Jira data connector for WorkBoard allows the user to pull progress based on “Done” user stories within specified projects. St...

Key Results from Jira Cloud

If your organization's technical administrators have set up a data stream to push business data into WorkBoard from an external applicatio...

Key Results from External Business Data Sources (Data Streams)

Overview
While individual users in your organization can source key result data from applications like Excel, Jira, Github, Asana and more...

Push Business Data into Workboard with Data Streams

Overview
To update Key Results (KRs) in WorkBoard directly from a Google spreadsheet, link cells in your worksheet to your KRs. As you mak...

Update Key Results from Google Spreadsheets

Overview
The Trello data connector for WorkBoard enables users to select boards they have access to, along with optional filters for the a...

Key Results from Trello

Overview
The Tableau Key Result integration allows users to leverage underlying data from a Tableau workbook to automatically update progr...

Key Results from Tableau

Overview
The Snowflake Data connector for WorkBoard allows you to automate Key Result progress, by providing a Snowflake SQL Query. Key Re...

Key Results from Snowflake

Overview
The Smartsheet Integration for WorkBoard allows you to automate progress based on: 

The numeric value from a cell in a sheet or ...

Key Results from Smartsheet

Overview








You may be tracking a KR that's related to progress towards ticket backlog, ticket resolution time, or some other key asp...

Key Results from ServiceNow

Overview
The Salesforce data connector for WorkBoard allows you to pull data directly from Salesforce Reports to update the progress of a ...

Key Results from Salesforce

Overview
The Rally data connector for WorkBoard allows you to pull progress based on “Accepted” user stories. The context of User stories ...

Key Results from Rally

Overview
The PowerBI (PBI) Data connector for WorkBoard allows you to pull data directly from the Power BI  to automatically update progre...

Key Results from Power BI

Overview
The Microsoft Planner data connector for WorkBoard enables you to select projects and pull progress based on project completion. ...

Key Results from Microsoft Planner

Overview
The Google Sheets integration allows you to define a cell from a Google Sheet to use as an input for a Key Result in WorkBoard. A...

Key Results from Google Sheets

Overview







The GitLab data connector for WorkBoard enables you to select DORA metrics or a count of issues based on custom filters. I...

Key Results from GitLab

Overview








If you have projects stored in GitHub issues, you may have key results based on progress made towards these projects. In ...

Key Results from GitHub

Overview
The Excel Integration for WorkBoard allows you to pull numeric data from cells directly from Excel as Key Result progress values....

Key Results from Excel

Overview
The ADO data connector for WorkBoard allows the user to pull progress based on available queries in ADO and specified issue statu...

Key Result from Azure DevOps

Overview
The Asana data connector for WorkBoard enables you to select projects in Asana as Key Results in WorkBoard. The completion progre...

Key Results from Asana

What is an Offset for Key Result Data Integrations?
Key Results that connect to an external data provider can be configured with an option...

Offset Updates for Key Result Data Integrations

Key Results and KPIs from Monday.com

Key Results Data Connectors

Overview
See the outcomes that your work is driving with WorkBoard OKRs in Jira! 


See progress on your team’s OKRs and how your work imp...

Viewing & Updating Team OKRs with the WorkBoard Plugin for Jira

 
The following are Required API Scopes for the WorkBoard Slack App:

The bot scope lets the team direct message or mention the WoBot

htt...

WorkBoard for Slack Plug-in: Required Scopes

Bring WorkBoard OKRs into your Jira experience to see the outcomes that your work in Jira drives! 
Capabilities:

See your My OKRs page in...

WorkBoard Plugin for Jira Server & Data Center

Overview
Bring WorkBoard OKRs in to your Azure DevOps (ADO) experience to see the outcomes that your work drives right within Azure DevOps...

Azure DevOps (ADO) Plugin

Introduction
See the outcomes that your work is driving with WorkBoard OKRs in Jira! 
The WorkBoard Plugin for Jira allows users to view O...

WorkBoard Plugin for Jira: Capabilities & Set Up

Plugins & Mobile Apps

Overview

The Workday integration enables system administrators to automatically sync WorkBoard check-in records to Workday, ensuring accu...

How to Sync WorkBoard Check-Ins to Workday

If your company uses Workday as your main employee record system, or there is a preexisting practice of tracking personal goals in Workday...

Integrate & Sync WorkBoard Personal OKRs with Workday Goals

Syncing WorkBoard OKRs to Workday Goals

Workday

Overview
Single Sign-On allows users to login into WorkBoard without using basic authentication via a Username/Password. This increases pr...

Enable Single Sign-On (SSO)

Overview
Azure AD makes it easy to configure Single Sign-On and Automate User Provisioning.
Requirements

Access to Azure AD Portal
MSFT G...

Configuring SSO and SCIM API Automated User Provisioning for Azure AD

Workboard provides full provisioning of accounts. Our customer success team will import all of your users and teams. Our OKR coaches will ...

Enterprise provisioning

 

 
WorkBoard makes it easy for the largest of organizations to manage and maintain WorkBoard individual User reporting structure as well...

WorkBoard + Workday Integration: Automated Users & Teams Management

Overview
This guide provides the steps required to configure Automated User Provisioning.

Features
Requirements
Configuration Steps
Troub...

Enable System for Cross-Domain Identity Management (SCIM) Automated Provisioning API for Okta

WorkBoard SCIM Implementation supports user management and setting reporting relationships

WorkBoard System for Cross Domain Identity Management (SCIM) API Reference

SAML token encryption provides an additional layer of security by ensuring that SAML assertions from Microsoft Entra ID are encrypted befo...

Enable SAML Token Encryption for WorkBoard in Microsoft Entra ID

Single Sign-On with ADFS requires configuring Workboard as an application in ADFS.



Ensure your WorkBoard technical point of contact has...

Activating Single Sign-On SSO with ADFS

SSO & Automated User Management

Connector


App Environment


Purpose




SSO


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


Single Sign-On allows organ...

WorkBoard Integrations, Connectors and Plugins

Seamlessly move data into and out of Workboard using our API, which provides resources to allow developers to interact with user, objectiv...

Workboard API

Overview
WorkBoard has several options available for integrating your data. If you have any questions about integrations, please don't hes...

WorkBoard Integrations Architecture

Advanced Connectors

Overview
Update your OKRs, check today's list, view meeting agendas, and more with WorkBoard mobile apps! The WorkBoard apps are available...

WorkBoard for Mobile

WorkBoardAI for Copilot helps teams align on outcomes and drive fast execution within Microsoft 365 Copilot. WorkBoardAI integrates direct...

WorkBoardAI for Copilot

WorkBoard now supports deeper integration between Azure DevOps and Key Results, so you can connect real work items directly to the outcome...

Connect Key Results to Azure DevOps Work Items

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