Once you create your OKR Session and start adding OKRs for your company or team, you'll notice how quickly the list with OKRs grows.
To make it easier to navigate and access the information you need on the spot, you can use the different filters and the search options available in the OKRs > Objectives > Filter + button.
An easy way to filter the OKR list and see objectives assigned to particular owners, is to use Filter by assignee functionality. It enables filtering OKRs by:
- Employees: you can choose to see one or more individuals' OKRs
- Teams: you can choose to see one or more teams' OKRs
Teams and team members: you can choose to see OKRs assigned to a given team and its team members
Tip: recommended for team OKR retrospectives!
- Quick Filters: easy access to the most used filter options such as My Objectives, My team or team mates' objectives, whatever works for you best
And when there're cases when an objective is owned by one person or team but some of its key results have a different owner, then you can use the Filter by KR owner. Here you have two options: filter by employees or teams KR owners.
There are four more filtering options by:
- tag: you can read about it here
- confidence level: if you're interested to see different confidence level scenarios, you can tailor the filtering option. You can see who is sitting real strech goals, who is sandbagging and who is lagging behind
- attainment: the logic behind this filter is the same as the filter by confidence level. If you're in the end of a quarter, you'd like to see all OKRs with attainment level lower than 70% so you know if any action is needed
- checkin date: when the regular checkin meeting comes, you'd like to know who hasn't updated their OKRs recently so you can have a chat with them and see how to help.
You can also perform a quick search by any word. For example, if you want to check if someone has created an OKR for a specific research, you can type "research" down and see what comes up.
And to top it all off, filtered or not, you can export the OKR list to excel.