Check-ins through Jira
You can link your Objectives in PeopleCues with JIRA to automatically track progress on issues that drive the Engineering team's OKRs.
Benefits of the Integration:
Provides a single source of truth for updates on engineering OKRs.
Offers visibility into technical execution for the entire organization.
Examples of JIRA Integration
Feature Development:
A Product Manager owns a KR to deliver a feature and links it to an Epic in JIRA.
As stories under the Epic are completed, the KR progress updates automatically.
The KR is marked complete once all stories in the Epic are done.
Fixing Bugs:
An Engineering team takes a KR to fix bugs labeled “UX bug” in JIRA.
The Team Lead links the KR to the JIRA label.
Progress updates automatically as issues with the label are resolved.
When to Use JIRA Integration
Use JIRA integration to automatically update Objectives using JIRA issue or label updates. Common scenarios include:
Feature Development:
KR is tied to an Epic in JIRA.
Automated check-ins update progress as tasks/stories are closed.
Fixing Bugs:
KR is linked to a JIRA label representing multiple issues.
Progress updates as issues under the label are resolved.
Minor Tasks (Optional):
Some teams want to manage granular tasks as KRs.
This is generally not recommended; ideally, KRs should stop at Engineering Managers or Tech Leads.
If needed, individual tasks can still be linked to a JIRA issue to update progress.
How 10xGoals ↔ JIRA Integration Works
Before linking your OKRs to JIRA, ensure you have the following prerequisites:
A. JIRA Account Details
You need an active JIRA account with the necessary access rights.
B. API Token
Obtain an API token from JIRA.
Note: You may need to contact your JIRA admin to generate this token.
Refer to JIRA API documentation for detailed instructions.
C. OKRs on 10xGoals
Set up the OKRs you want to track in 10xGoals.
Do not add success metrics for these OKRs; metrics will be automatically fetched from JIRA once integrated.
Integrating with JIRA
Open Objective/Key Result:
Navigate to the details page of the Objective or Key Result you want to link.
Start Integration:
Click the three-dot menu and select “Track Progress with JIRA”,
Or click the JIRA icon in the Check-In section.
Connect to JIRA:
On the next screen, choose “Create a new connection” or select an existing connection.
Link Issue or Label:
After connecting JIRA, select the issue or label you want to link to this Objective.
Once linked, progress from the selected JIRA issue/label will automatically update the Objective in 10xGoals.
Here’s how it works:
Once your JIRA issue, epic, or label is linked, updates from JIRA automatically sync to the corresponding OKR in PeopleCues.
The OKR progress updates every hour.
You can also manually refresh the OKR by clicking the refresh icon on the OKR details page for real-time updates.
How Progress Is Calculated
Progress and status are derived from JIRA status categories. All JIRA statuses are grouped into three categories:
To Do
In Progress
Done
These categories determine both the status and progress percentage of the linked OKR.
Progress calculation
For the calculation of Progress and Status we rely on the JIRA status category. All the JIRA statuses will be classified under one of the three status categories: To Do, In Progress, Done. We rely on these three categories to arrive at the status and progress.
Progress Calculation Methods
Epics / Labels:
Progress is calculated as the percentage of completed tasks within the Epic or Label.
Example: An Epic has 5 tasks, 2 of which are marked “Done” (or mapped to the Done category), then it is calculated as 2/5 which is 40%.
Progress % = (Number of Done Tasks / Total Number of Tasks) * 100
Stories / Tasks with Subtasks:
Progress is calculated as the percentage of completed subtasks under the Story or Task.
Example: A Story has 10 subtasks, 2 are completed. This will show progress as 20%
Progress % = (Number of Closed Subtasks / Total Number of Subtasks) * 100
Stories / Tasks without Subtasks:
If the Story/Task is not closed, the OKR shows 0% progress.
If the Story/Task is closed, the OKR shows 100% progress.
Status
OKR status
JIRA status for Epic/Label/Task with subtasks
JIRA status for Task(issues) without subtasks
Not started
All the tasks/subtasks mapped to the issue/label is under the status category “To Do”
The task is under the status category “To Do”
On track
When one or more of the tasks/subtasks mapped to the issue/label is under the status category “In progress” (this typically involves “in progress”,”in review”, “testing”, etc,.), the OKR is marked On track if the progress calculated as explained in the earlier section is on track based on the time elapsed.
Example: KR start Date: 01-Oct-2020 Due Date: 31-Dec-2020
Current date: 15-Nov-2020 Expected progress (based on time elapsed): 50% Actual progress: 4/6 = 66% Status: On Track (Actual progress > Expected progress)
The task is under the status category “In Progress”. This will not happen as the progress will always jump from 0% to 100%.
Off track
When one or more of the tasks/subtasks mapped to the issue/label is under the status category “In progress” (this typically involves “in progress”,”in review”, “testing”, etc,.), the OKR is marked Off track if the progress calculated as explained in the earlier section is on track based on the time elapsed.
Example: KR start Date: 01-Oct-2020 Due Date: 31-Dec-2020
Current date: 15-Nov-2020 Expected progress (based on time elapsed): 50% Actual progress: 4/6 = 33% Status: Off Track (Actual progress < Expected progress)
The task is under the status category “In Progress”. This will be the most likely scenario as when the task is being worked upon, the progress captured in OKR is 0%.
Achieved
All the tasks/subtasks mapped to the issue/label is under the status category “Done”
The task is under the status category “Done”
Unlinking/Editing an OKR with JIRA
Click the three-dot menu on the OKR you want to unlink.
Select “Edit JIRA Integration.”
Choose Remove Integration and confirm.
The OKR will now be unlinked from JIRA.
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