Overview
This article provides information on how to install the Quantive app in Miro to integrate Miro in your OKR workflow.
Quick tutorial
How to install
Navigate to Miro's Marketplace to install and use the integration on boards - https://miro.com/marketplace/quantive
Features
The integration has the following features:
Create a draft OKR on a Miro board
Add one or multiple owners (users/teams) of Objectives/Key Results
Add OKR details (description, tags, targets, etc.)
Publish OKR drafts in Quantive
Edit a published OKR from Miro; edits are applied to Quantive published OKR
Convert notes into OKR drafts
Import one or multiple OKRs to a Miro board
Prerequisites
You must have a Miro account (free or paid).
Browsers
You must allow cookies in Chrome.
You must uncheck "Prevent cross-site tracking" in Safari (Preferences -> Privacy -> Prevent cross-site tracking)
Miro Desktop App
The integration is currently not supported on Miro Desktop App, only on browsers.
Installation
You must install Quantive OKRs app from Miro's Marketplace
Configuration
To configure Quantive app in a Miro board, perform the following:
In Miro:
Open the Apps panel and search for Quantive OKRs.
Enter your Quantive e-mail address to authenticate.
You will be landed on a Quantive login screen. Enter your Quantive account password.
Once you authenticate successfully close the tab and go back to the Miro board.
Use
Create a draft OKR
From the app menu select 'Create draft OKR'
Enter draft Objective details and save it
Once the objective is added, click to edit and add details and KRs
Save the draft on the Miro board
Once you're ready with the OKR and you've entered all mandatory fields - hit 'Publish' to publish it in Quantive
Your OKR will be published to the session you've selected
If you edit a published OKR in Miro this will automatically edit the published OKR in Quantive
Convert a note to an OKR
Add sticky notes
Type a couple of lines (objectives/key results) adding each one on a new line (hitting Enter)
From the app panel navigate to 'Convert from Miro'
Select one or more notes and hit 'Convert to OKRs'
Import published OKRs
From the app panel 'Work with OKRs' select 'Import OKRs'
Use the search and session drop-down to find specific objectives
Select one or more OKRs and hit 'Import'
The published OKRs are imported to the board
Note: If an imported published OKR is edited in Quantive click on the 'Edit' button of the OKR and the changes will appear in the Miro OKR as well.
