This is where the Kanban board feature comes in handy – you can easily drag and drop issues and tasks into their respective progress categories. After all, the more visible, transparent, and updated your OKRs are, the easier it’ll be to keep them top of mind.įor more details on individual key results, refer to the Board tab. Maintaining a clear visual hierarchy is important. You’ll be able to see your OKR hierarchy and differentiate which key results fit under which objective. The Roadmap tab on the left sidebar functions as a broad overview of your OKRs. But if you’re a Jira admin, you can simply rename Epics to Objectives under Issues > Issue Types. For non-Jira admins, you can use Epics as Objectives and Tasks as Key Results. Step 2: Use epics as objectives and issues as key resultsīefore listing your OKRs, there are a few details you need to customize. Alternatively, you can create a page anywhere in Confluence and link that to the Jira project. You can access connected work in the Pages, Code, or On-call tabs in your Jira project. 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.
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