OKRs and linked Jira and monday.com issues have a grade (0-1) and a status. The user can configure them to be in either manual progress mode or automatic (auto) progress mode. In manual mode grade & status are manually set and in automatic mode the values are auto calculated depending on e.g. child progress, Jira issue progress or due date on roadmap.
In the table press the OKR grade column to set grade and status. The grade scale is 0 - 1 with steps of 0.1. Default statues are “On Track“, “At Risk“, “Off Track“ and “Done” configurable in the Status Manager.
Objective and Key Result with children can enable the automatic mode (auto). Automatic grade & status OKRs are indicated with an (a) in the grade column.
Grade calculation
Rounded average of all child grades
Status calculation
All statuses has a status category with a numeric value
1 (on-track, done), 2 (at-risk), 3 (off-track)
Status values from the children are summed up
Then the total value is divided with num children and finally rounded to either 1, 2 or 3
As an example 2 on track and 1 at risk has a total status value of 4. That divided with number of OKRs which is 3 in this case is 1,33. Rounded to the closest integer is 1 which is status on-track.
Finally if all children have the done status category the OKR is assigned to the done status
Jira issues can be linked to both Objectives and Key Results. A linked Jira issue automatically contribute its grade & status value to the parent OKR (automatic mode). The contribution depends on the issue status, issue children status and issue time tracking configurable in settings (picture below)
Grade calculation
Issue | Grade (progress) |
---|---|
Issue in a Jira done status | 1 |
Issue with time tracking (picture below) | Jira time tracking progress |
Epics issue (in-progress status)
| Jira Epic progress |
Issue with sub-tasks
| Jira issue progress |
All other issues | 0 |
Status calculation (automatically calculated based on the issue progress described above)
Grade (progress) | Status |
---|---|
0% - 19% | Off Track |
20% - 59% | At Risk |
60%-99% | On Track |
100% | Done |
Linked Jira Issue - Settings
Linked Jira Issue - Time tracking
Often objectives, key results and linked Jira issues differ in size and importance. To capture that assign weights to children. Those weights are then used when calculating the parent automatic grading & status.