OKRs - Visualize and Manange your Objectives and Key Results

Create a structure to organize and track Objectives and Key Results across all your Jira projects.

https://www.loom.com/share/2213e5910bf34d358b4f284a39be086c

Step 1: Build an OKR Project in Jira

We recommend adding 2 issue types to your project:

1. Objectives - the Parent items

2. Key Results - the Child items

Step 2: Add Objectives to the Structure

1. Create a new structure using Power mode

2. In the new structure, go to + Add | Insert | Basic Insert

3. Configure the following:

   • Project: <Select your OKR project>

   • Issue Type: Objective

4. Click Create

Step 3: Add Key Results

1. Go to + Add | Extend | Child Issues

2. Configure the following:

   • Check the Issues under epics box

   • Check the Moving an item in the structure will change its parent issue in Jira box

   • Extend levels: 1 to 5

3. Click Create

Step 4: Add Epics

1. Go to + Add | Extend | Linked Items

2. Configure the following:

   • Link type: Add the link type you use to connect your epics to key results (we used Implements, but you may prefer another link, such as Relates to, etc.)

   • Check the Moving items in the structure will update links box

   • Extend levels: 2 to 2

You don’t have to use Epics for these - add whatever type of issue your team uses to track key results (tasks, stories, etc.).

Once you add your epics, you should see any child stories/tasks automatically added beneath them - this is because of the Extend Child Issues generator we added in Step 3.

Step 5: Link Epics to Key Results

If you’ve already linked epics to key results in Jira, you should see those in the hierarchy. If not, or if you want to add more, here’s an easy way to link epics to key results:

1. Create a structure that contains the epics you want to link to your key results (or use one you already have!)

2. Select Split in the Structure toolbar to open a second structure panel

   • In the left panel, open the OKR structure

   • In the right panel, open the structure with your epics

3. Drag epics from the right panel under the appropriate Key Result in the left panel - this will automatically add links between your key results and epics (if it doesn’t, open your Extend Linked Items generator and make sure the Moving items in the structure will update links box is checked)

 If an epic affects more than one key result, you can place it under as many key results as necessary and have its data reflected for all of them!

Step 6: Add Data

Next, add the data you need to track by clicking the + button at the top-right corner of the structure. You can add as many columns as you need, including:

• Issue Fields - For each issue field in your Jira, Structure offers a column that displays that field's value.

• Progress - Display an aggregate issue progress, which is calculated based on values from the issue and its sub-issues.

• Totals  - Display aggregate values for issue progress, which include progress values from sub-issues.

• Service Management - Jira Service Management customers can visualize and manage SLA fields within a structure.

• Work Logged - View and manage Timesheets by Tempo work logged data alongside your project data.

• Many more - To learn more about the available columns, see Adding Columns.

Once you've added your columns, you can aggregate the data up the structure. To do so, open the column you want to aggregate and select Sum over sub-items.