Why and when to use an auto KR?
Automatic KRs help those who work a lot with linking Jira issues to the OKRs. In auto KRs, the connected issues are not just something for reference, but they are a basis of the KR’s progress calculation. This way, the progress depends on the issues' status, and the updates are made automatically with just a bit of need for the user’s action in order to set the right status.
Auto KRs are perfect for strictly Jira-based matters, like bugs, new features, test cases, etc. For all things for which adding an issue to Jira is a natural thing, and you or your team will be working with these issues either way.
How to create an auto KR?
When creating a new OKR or adding a KR to an already existing Objective, select “I want it to be automatically tracked based on connected issues' status” option when you add Key Results
As you can see, most of the fields are the same as with the Standard KR, but instead of setting a start value and desired value, you should connect Jira issues. Right now the only option is to connect them via JQL query. It means that the issue list will be always up-to-date with all recent changes and new issues matching the query will be added automatically to the KR.
After clicking on the “Define JQL query to connect issues” button, a window will appear with all of the issues on your instance. Type in desired JQL query that would match the issues you’d like to connect to the KR. If you’re not familiar wh JQL, here is a neat explanation of how to use it.
After typing in the query, click “Search”. You’ll get a list of all issues matching your query. If you click “Save”, the issues on the list will be attached to the KR.
After saving, you can see your query in the KR creation step and auto KR is ready to be added.
Using auto KRs
All auto KRs have a “sync” symbol next to them- both on the OKR overview and on their pages.
In the “Status changes” of auto KR you would see both your own Status changes and automatic progress updates made by “RoboToucan” bot.
In the Activity tab, you’ll see all activities connected to KR’s issues. You’ll have a new activity whenever an issue is connected, disconnected or its status is changed.
In the connected issues section, you’ll see all the issues connected to the KR, an info when was the KR last synced with Jira and you’ll have an option to manually trigger refresh (in case you changed something and you’d like to see the result instantly).
