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 > Browse/Manage sessions > Choose a respective session > Filter + Search buttons.
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 teammates' 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
- 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
- check-in date: when the regular check-in 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 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.