Issues & Projects ยท CONNECTIONWork with WorkBoard OKRs: goals and metrics, metric updates and tags, action items, teams, workstreams, meetings and users.
Explore 44 workflow actions for WorkBoard, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Record a metric value, for the latest update period or a given update, with a comment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Map up to 50 tags to a metric.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Map tags to several metrics.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an action item, with owner, workstream, due date, state, priority, rating, effort, tags and comments.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create goals with their metrics (data admin).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a functional team (with parent_team_id) or working group, with members and workstreams.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a user in the organization, with an optional manager.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a workstream for a team, with an objective and owner.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a team with all its workstreams and action items.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a workstream with all its action items.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Disable a user's account and remove them from the organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read an action item with its subactions, comments, files and tags.
Read a goal with its metrics.
List the goals aligned to and depending on a goal (data admin).
Read one metric of a goal.
Read a team or 1on1 meeting, with its agenda topics and takeaways if asked.
Read one metric.
Read the token's user, or with include every organization or team member you can see (org_id is in the answer).
Read a key result tag.
Read a team.
Read a user's profile.
Read a workstream.
List action items by owner, due dates, priority, state, rating, effort or a preset filter, paged (50 by default).
List goals by owner, team owner, team or status, paged.
List the tags on a metric.
List the metrics the token's user updates, by goal or goal owner, with chart data if asked.
List the metrics mapped to a tag, paged.
List the goals the token's user owns, contributes to or updates.
List the teams the token's user manages or belongs to.
List key result tags by status or tag group, paged.
List the tags on several metrics.
List a team's action items.
List a team's workstreams.
List the token's user's teams (or every team for a data admin), by role and dates, paged.
List a user's goals (you need permission to view them).
List the teams a user manages or belongs to.
List a workstream's action items.
List the workstreams the token's user can see, by owner.
Add, update or deactivate organization members in bulk (data admin; about 25 per call).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove tags from a metric.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an action item, or add comments or tags.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rename a team, or move it under a parent (functional) or make it a working group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a user's profile, time zone, status or manager.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a workstream's name, dates, pace, health or priority.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in WorkBoard. A saved workflow is not a completed provider action.
