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Auto-KR
Auto-KR (old navigation)
Overview
In the auto-KR mode, the progress of the Key Result is calculated based on the linked work items and/or the work items that belong to the scope of the linked boxes. As your teams work toward their OKRs and update the status of the associated work items, the KR's progress automatically updates.
Visit the OKR linked work items data sync page for more details on task data sync between the OKR module and other modules, and how it affects progress auto-update.
When you mark a work item as Done in the Scope, Gantt, Board, Resources, or Calendar modules, the linked work item in the OKR module automatically reflects this progress.
If you move a work item back to To Do, the OKR progress will decrease.
Work items marked In Progress don't affect OKR progress, but their status will still be updated in the OKR module.
KRs in the auto mode require minimal user intervention to maintain accurate tracking. Auto KRs work particularly well for Jira tasks like bugs, new features, and test cases.
Note the “sync” icon for the auto-KR:
Set the auto-KR mode
If you want your KR to be tracked automatically:
Select the Linked items under the Progress on the KR creation screen.
You can link work items or link boxes when creating a KR or later.
Note that it is possible to link work items and boxes to a manual KR. But unless you select the Linked items option during the KR creation, or convert it to an auto-KR, the linked items will not affect the KR’s progress.
Update auto-KR progress
If you go to the auto-KR update screen, you will notice that the Last value field is grayed out. That’s because the progress of the auto-KR is updated automatically, so you do not need to update it.
The auto-KR mode does not impact the OKR status, meaning you must update it manually.
KR auto update based on linked work items: Example
Say you have linked five Jira work items to an auto-KR. Three items are In Progress, and the other three are still in To Do. In such a case, the progress of the auto-KR is 0%.
At some point, as your team works on their tasks, two team members mark the task as Done in the Gantt module.
Both of these tasks are associated with the same Key Result, meaning that they will affect the KR’s progress.
auto-KR progress = (linked work items in Done status / total number of linked work items) x 100%
In our example:
KR-18 progress = (2/5) x 100% = 0.4 x 100% = 40%
The progress of the auto-KR based on the linked work items is now 40%.
KR auto update based on linked boxes: Example
Similar to the previous example, the progress of the auto-KR also depends on the linked work items. The only difference is that those items are in a box.
Let’s assume you linked an Iteration box with twelve tasks. The KR's progress is 0%.
When you inspect the box in the Scope module, you can see that all tasks are in To Do.
A few of your team members marked seven of the tasks in the Iteration box as Done.
KR-14 progress = (7/12) x 100% ≈0.5833 x 100% ≈ 58.33% ≈ 58%
The progress of the auto-KR based on the linked box is now 58%.
Auto-KR (new navigation)
Overview
In the auto-KR mode, the progress of the Key Result is calculated based on the linked work items and/or the work items that belong to the scope of the linked boxes. As your teams work toward their OKRs and update the status of the associated work items, the KR's progress automatically updates.
Visit the OKR linked work items data sync page for more details on task data sync between the OKR module and other modules, and how it affects progress auto-update.
When you mark a work item as Done in the Scope, Gantt, Board, Resources, or Calendar modules, the linked work item in the OKR module automatically reflects this progress.
If you move a work item back to To Do, the OKR progress will decrease.
Work items marked In Progress don't affect OKR progress, but their status will still be updated in the OKR module.
KRs in the auto mode require minimal user intervention to maintain accurate tracking. Auto KRs work particularly well for Jira tasks like bugs, new features, and test cases.
Note the “sync” icon for the auto-KR:
Set the auto-KR mode
If you want your KR to be tracked automatically:
Select the Linked items under the Progress on the KR creation screen.
You can link work items or link boxes when creating a KR or later.
Note that it is possible to link work items and boxes to a manual KR. But unless you select the Linked items option during the KR creation, or convert it to an auto-KR, the linked items will not affect the KR’s progress.
Update auto-KR progress
If you go to the auto-KR update screen, you will notice that the Last value field is grayed out. That’s because the progress of the auto-KR is updated automatically, so you do not need to update it.
The auto-KR mode does not impact the OKR status, meaning you must update it manually.
KR auto update based on linked work items: Example
Say you have linked five Jira work items to an auto-KR. Three items are In Progress, and the other three are still in To Do. In such a case, the progress of the auto-KR is 0%.
At some point, as your team works on their tasks, two team members mark the task as Done in the Gantt module.
Both of these tasks are associated with the same Key Result, meaning that they will affect the KR’s progress.
auto-KR progress = (linked work items in Done status / total number of linked work items) x 100%
In our example:
KR-18 progress = (2/5) x 100% = 0.4 x 100% = 40%
The progress of the auto-KR based on the linked work items is now 40%.
KR auto update based on linked boxes: Example
Similar to the previous example, the progress of the auto-KR also depends on the linked work items. The only difference is that those items are in a box.
Let’s assume you linked an Iteration box with twelve tasks. The KR's progress is 0%.
When you inspect the box in the Scope module, you can see that all tasks are in To Do.
A few of your team members marked seven of the tasks in the Iteration box as Done.
KR-14 progress = (7/12) x 100% ≈0.5833 x 100% ≈ 58.33% ≈ 58%
The progress of the auto-KR based on the linked box is now 58%.