Overview

To make it easier to navigate and access the information you need, you can use different filtering, searching, and sorting options available in the OKRs grid. You can narrow your focus to specific owners and parameters with the filter, sort, and search functionality.

You can apply filters, sort, and search OKRs in a particular session.

To open the OKRs grid of a session, perform the following:

  1. In the navigation pane, under OKRs, click All sessions.
  2. Click the session where you want to find OKRs.

Filter OKRs

To filter OKRs, in the toolbar, click Filter.

In the left side of the menu, you can choose to filter by your objectives, your key results, or your team’s objectives.

In the right of the menu, you can choose to filter by one of the following:

  • Filter by objective owner
    Filter the objectives by their owner.
    In the tabs, choose whether you want to filter by a particular employee, particular team, or a particular team and all of its members.
    After you select the desired entry, click Apply.
  • Filter by KR owner
    Filter the objectives by the owner of their key results.
    In the tabs, choose whether you want to filter by a particular employee or a particular team.
    After you select the desired entry, click Apply.
  • Filter by tag
    Filter by the tag that an objective is tagged with.
    Enter the tag by which you want to filter and press ENTER.
    To filter by more than one tag, click Filter > Filter by tag again.
  • By attainment
    Filter by the progress of an objective.
    Select the filter criterion, enter the value, and click Apply filter.
  • By checkin date
    Filter by the date of the last update of the objectives.
    Choose a date range. Then, choose whether these should be Objectives not updated in the selected period or Objectives updated in the selected period and click Apply.

Clear filters

After you apply a filter, the filters appear in the toolbar.

To clear a filter, click it.


Sort objectives

To sort the grid, click the column headers.

The list is sorted ascending or descending.


Search objectives

To search for an objective in the grid, perform the following:

  1. In the toolbar, click Filter.
  2. In the right side, click Search.
  3. Enter the name, the owner, or the description of the objective.
    The search results appear instantly.
  4. Click the View objective button of the objective you are searching for.
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