Once you have created your objectives and added name, description, assigned an owner and set the alignment, you might want to label each objective with relevant tags, which will help you narrow the data a later stage.
For example, let’s assume you are launching a new product and call the initiative Checkmate. Many people in the organization, in different functions, such as product, sales and marketing may have objectives related to that initiative.
With tags, everyone can now tag their objectives related to the Checkmate initiative with the “checkmate” tag. Later on, tags give you the ability to filter objectives to see only the ones related to that initiative, see the progress or statistics.
In a similar fashion, you may have tags that correspond to different areas of your business. For example, those could be “onboarding”, “retention”, “lead-generation” and so on. Again, you can see how you invest resources and how well you are progressing in those specific areas.
Add a tag to an objective
To add a tag to an objective in Gtmhub, go to the OKRs dropdown > choose the relevant session > open the objective you want to tag. Click on the gear icon and add the tags you wish.
As soon as you start typing, Gtmhub will suggest you a list of already existing tags to help you keep your taxonomy clean and organized.
There's the option of tagging action en mass. Read about it here.
Search and filter by tag
To filter the OKR list by tag, it’s enough to click on a tag wherever you see it.
Alternatively, you can filter by tag in Objectives views under OKRs...
...or in Alignment views under OKRs.
Finally, you can also narrow your Statistics screen to show you the statistics just for one or more particular tags.