Import data from tools like Jira and Asana or input your data into Visor. From there, you can let AI do the hard work for you. Generate an OKR report quickly and easily. Visor’s AI will provide you with a few options.
Our OKR Template is powered by AI, allowing you to create a report in minutes. Choose a template and then prompt AI to create a report tailored to your specific objectives.
To get started, just click the button below, follow the steps to create your free Visor account, and when prompted select “Use Smart Template.”
Using Visor’s AI Smart Templates, you can quickly create an OKR report that follows best practices and your specific requirements and objectives.
Visor’s AI only needs a small amount of information to configure your OKR template. You can import data and fields from places like Jira or Asana to get started.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Shruti P., Atlassian reviewer
Visor OKR Template – Key Benefits:
Import data from Jira, Asana, and Other Apps to Make OKR Reports
Visor’s bi-directional integration with other apps ensures that your data stays accurate. Don’t have OKR data in your other apps? You can also add custom fields right in Visor.
You can import multiple projects for an OKR report that spans multiple teams, projects, and devisions. Add Swimlanes use our “Group By” feature to track work across different OKRs.
Visor’s AI does the heavy lifting, but you still have full control. Add conditional formatting to color-code your OKR report. You can also apply filters, allowing you to show the right level of granularity.
Keep your stakeholders updated at every step with OKR reports that stay in sync with other apps, like Jira and Asana. Share your OKRs with multiple teams using email invites or reusable sharing links.
Use Visor’s OKR Template With Data From Your SaaS Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your OKR reports.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Yes, our AI templates are part of our free plan and our 14-day free trial. You don’t need to put in a credit card to get two weeks of Visor’s Team plan, which offers Visor’s premium features. After this trial period, your OKR report will still be in tact.
To make edits to it or adjust it after your trial, you can select our Team, Starter, or Business plan. You can also continue using Visor’s Free account, which lets you continue to use our Kanban Board view and Table view.
Do I need to import data to use Visor’s OKR template?
No, while we do offer an easy way to track Asana and Jira OKRs, you can also just input data manually.
Visor’s custom fields allow you to make an OKR report using only data that out input into Visor OR to enhance the data you import. But you don’t need to import data to create OKR reporting in Visor.
Can I customize my OKR report after using Visor’s template?
Yes, Visor allows you to customize your OKR reports through a variety of ways:
Add or adjust the formatting; color-coding your reports makes it easier to read
Apply filters so that you’re showing just the data you want
Use milestones and swimlanes to make your reports easier to read
If using our Gantt view or Timeline view, zoom in and out to show reports by years, quarters, months, and weeks
Can I share my OKR report with others? If so, what are the permissions options?
Visor offers a shareable link and provides a “share via email” option as well.
When you share your OKR report with others, you can decide if they are:
View-only
Commenter
Editor
Owner
During your 14-day trial, your can make anyone on your team any of these permissions. After the 14-day trial, there are restrictions on sharing and permissions. Check out our pricing page to learn more.
Our Team plan allows unlimited viewers, making it idea for sharing OKRs across multiple teams and throughout an organization.
I’d like to track my OKRs across multiple projects. How do I do that in Visor?
Yes, you can definitely visualize multiple projects using our OKR Template.
For Jira users:
If you use Jira for project management, Visor is a great way way to make reports and roadmaps across your portfolio. You can import multiple Jira projects using JQL, which then allows you to track multiple Jira projects in your OKR report. (Our JQL cheat sheet is a great resource if you need help.)
Because Visor’s Jira spreadsheet and Jira Gantt chart make it easy to share your reporting with people who do (and do not use Jira), Visor is a great solution for Jira OKRs.
Here is a quick video on how to do use Visor for your Jira OKRs:
For Asana users:
If you use Asana for project management, our basic importer will allow you to import multiple projects.
Visor is great way to hack your Asana project management (especially if you’re managing a portfolio of projects) without upgrading to Asana’s portfolio add-on.
Non-Integrated users:
You don’t have to import data in Visor to create an OKR report in Visor. You can also manually input data using our custom fields feature. We offer different field types, such as dropdown fields, date fields, and text fields.
