In this article:


What is a Collaboration Board?

Collaboration Board is an infinite canvas that helps organizations and teams brainstorm ideas, strategize, and get organized on OKRs by collaborating in real-time or asynchronously.

Here are some highlights of what you can do with collaboration boards:


⏩ Plan OKRs right inside Ally.io


⏩ Improved visibility and team efficiency by bringing in alignment early on in the planning stage.


⏩ Share boards, import existing company/team OKRs to set direction and get clarity


⏩ Publish OKRs directly from the collaboration board

Who can benefit from Collaboration Boards?

OKR Champions who spearhead the OKR planning, retrospectives process can easily set the context and facilitate OKR coaching and planning workshops.

Department heads/ Team Managers can use collaboration boards to bring their teams together, brainstorm, and plan OKRs. This creates transparency and creates alignment between teams early on.

Individuals can use collaboration boards to share ideas during planning, express opinions during retrospective meetings, and make sure they’re informed about decisions right from the start.

Accessing a collaboration board

Collaboration boards can be created across all levels (organization, team, and individual).

To create a collaboration board,

  1. Click on the entity (organization, team, individual) from the side navigation bar and go to the ‘Collaboration Boards’ tab.

  2. Click on ‘+ New Board’ to create a new board.

Note:

  • All org admins will be able to create collaboration boards at the organization and team level.

  • Team Owners and Team Managers can create collaboration boards for the teams they’re managing.

  • Once a collab board is created at the organization/team level, the board will be shared by default with all other org admins. Individual users will be able to view an organization or team-level collaboration board only if it's shared with them.

  • To view all the collaboration boards you’ve created and the boards that have been shared with you, navigate to ‘My OKRs’ in the side navigation bar and go to the ‘Collaboration Boards’ tab. You’ll see a list of all the boards that you’ve created and boards shared with you.

Get collaboration boards enabled for your organization

We’re happy to onboard early adopters who’d like to give this a shot. To get this feature enabled for your organization or particular users of your organization, please reach out to your Customer Success Manager, or write to us at [email protected].

What's next?

To understand how to work with the collaboration boards, head over here.

Note:

  1. The early access to Collaboration Boards is now available. Please reach out to [email protected] if you'd like to try this experience first hand.

  2. Collaboration Boards is available only in the Ally.io 'Enterprise' pricing plan.

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