Lists are a way for you to build a custom list of items in Gtmhub and share it with others. We created them so you can easily prepare reports, or show the information you need for your OKR review meeting.
You can create lists of Objectives and of Key results.
Some examples of the lists you can create are:
- Key Results that have not been updated over the past 3 weeks
- OKRs of the executive team and it's members
- OKRs with progress between e.g. 10% - 40%
ℹ️ Any filters you had saved before in the Hub will now appear in the "Lists" section.
Lists can be accessed from the "Lists" section in the main navigation. Click on "All lists" to open them.
On the page, you'll see all of the lists you've created and the ones that have been shared with you.
For your convenience, we've added an option to add your lists to the main navigation. Simply click on "Show in navigation" to enable it.
You can also filter the results from the selector next to the "Create list".
To create a list, click on "Create list", enter the list's name and choose between a list of objectives or a list of Key results.
ℹ️ To create a list of complete OKRs, choose a list of Key results, and add the objective as a column from the Column tab within the List.
You can edit the title by double-clicking on it. You can also choose to apply various filters (including custom fields), adjust what columns should be included, and edit the sorting.
Experiment here and see what works best - maybe you need to add a column or two. The changes won't be saved automatically to avoid adjusting the list by accident. 📝
To save your changes, click the 'Save changes?' button.
You can adjust who has access to your lists. By default, all lists you create will be Private - only you can see them.
There are three other sharing options - Restricted (invite users to give them access), Everyone can see, and Everyone can edit.
Cloning and deleting Lists
All users can clone a list if they can see it. Cloning can save you time from entering the same information over and over again. For instance, you want to have lists of all the OKRs each team has to complete this month.
You can create one list, clone it, and then adjust the Owner in the filters instead of manually creating separate ones for each team.
Admins can delete all lists, while other users can delete only the lists they have created.