Get started
This page applies to both OKR for Jira Cloud and Data Center.
Welcome to OKR for Jira! 👋
This guide is designed to help you get started with managing your objectives and key results (OKRs) directly in Jira. Whether you're new to OKRs or looking to improve your existing process, you'll find everything you need to set up, track, and align your goals in one place.
1. Create your first OKRs
Starting fresh with our app? Adding OKRs is a great first step, especially if your organization is new to the platform.
Watch our quick video tutorial to understand the process of creating OKRs within the app.
Cloud
Data center
2. Build a cohesive OKR hierarchy
When creating OKRs, remember the bigger picture. Team OKRs should align with Company OKRs, creating a connected structure.
Explore our blog post, which discusses the three ways to align OKRs: top-down, bottom-up, and bidirectional.
Watch the video tutorial to learn how to connect different OKR levels (team, department, company). It will show you the different ways to structure your OKRs and help you choose the best approach for your organization.
3. Track progress and celebrate achievements
With your OKR hierarchy set, launch your OKRs and track progress toward success.
Watch our video to discover how to effortlessly update your OKRs and monitor progress in real time. Our documentation also provides detailed instructions for updating objectives (Cloud, DC) and key results (Cloud, DC) at different stages and scenarios.
4. Link Jira issues to the OKRs
Curious about integrating Jira issues? We've got you covered. Watch the video to learn how to link specific Jira issues to your OKRs for deeper insights and traceability.
5. Review and refine your OKRs
Once OKRs are created, issues are linked, and progress is tracked, regular review meetings (or personal reflection) will become your rhythm.
Gain insights from our video on using the app to have successful OKR review meetings. ️
Explore our blog post, which explores strategies for maximizing the impact of your OKR reviews.
Need support? Create a request with our support team.
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