Overview

You can use Lists to build a custom list of items and share it with others. You can easily prepare reports or show specific information on your OKR review meeting.

You can create lists of objectives, key results, and tasks.

EXAMPLE: Following are some examples of the lists that you can create:

  • Key results that have not been updated over the past 3 weeks
  • OKRs of the executive team and its members
  • OKRs with progress between 10% and 40%

Access Lists

To access your lists, perform the following:

  1. In the navigation pane, click All lists.
    The All lists page appears. On this page, you can see all the lists that you have created and all the lists have been shared with you.
  2. To add or remove a list from the main navigation, use the toggle switch in column Show in navigation.
  3. To filter the list of lists, use the selector in the toolbar.

Create lists

Perform the following:

  1. In the main navigation, click All lists.
  2. In the toolbar, click Create list.
  3. Enter a Title for the list.
  4. In List type dropdown box, choose the type of list that you want to create:
  5. Select one of the following: Objective, Key Result, Tasks.
  6. Click Create list.
    A dialog appears where you can add filters.
    By default, the Owner filter is applied. You can remove it and add more filters.
  7. To add filters, click + more filters.
  8. In the dropdown box, select the required filter.
  9. Choose the filter criteria.
    The filters are applied instantly.
  10. Navigate back to the list.

Edit the title of a list

Perform the following:

  1. In the navigation pane, expand Lists and click the list whose title you want to change.
  2. In the upper-left corner, click the title of the list.
  3. Overwrite the title, by entering the new title.

Edit the filters of lists

Perform the following:

  1. In the navigation pane, expand Lists and click the list that you want to edit.
  2. In the toolbar, expand the first selector.
    The title of the selector is the type of the list that you are editing.
    For example, Task.
  3. Edit the filters as in the procedure above.
    The filters are applied instantly.
  4. When finished, navigate back to the list

Sort lists

Perform the following:

  1. In the navigation pane, expand Lists and click the list that you want to sort.
  2. To sort the list, in the toolbar, click Sort.
  3. Click + more sorting.
  4. In the dropdown box, select the required sorting criteria.
  5. For each sorting criterion, choose sorting type.
    For example, Ascending or Descending.
  6. When finished, in the toolbar, click Save changes?

Edit the columns of the list

Perform the following:

  1. In the navigation pane, expand Lists and click the list that you want to edit.
  2. To organize the columns of the list, in the toolbar, click Columns.
  3. Under Available columns, select or deselect the columns that you want to display or hide.
  4. Under Selected columns, use drag-and-drop to sort the order of display of the columns.
  5. When finished, in the toolbar, click Save changes?

Share lists

You can change who has access to your lists. By default, all lists that you create are private and only you can access them.

To change the privacy and the permissions for a list, perform the following:

  1. In the navigation pane, expand Lists and click the list whose privacy you want to change.
  2. In the upper-right corner of the page, expand the selector.
  3. In the dropdown box, select one of the following:
    Private. Only you can access, Restricted. Only invited people, Everyone can access, Everyone can edit.
  4. If you have selected to restrict the list, an input field appears where you can invite other users.
    The list will appear in their navigation pane, under Lists.

Clone lists

All users can clone a list if they can see it. Cloning can save you time from entering the same information repeatedly.

EXAMPLE: 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, in the filters, change the Owner, instead of manually creating separate lists for each team.

To clone a list, perform the following:

  1. In the navigation pane, expand Lists and click the list that you want to clone.
  2. In the upper-left corner, expand the menu next to the list title.
  3. Click Clone.

Delete lists

Administrators can delete all lists, while other users can delete only the lists they have created.

To delete a list, perform the following:

  1. In the navigation pane, expand Lists and click the list that you want to delete.
  2. In the upper-left corner, expand the menu next to the list title.
  3. Click Delete.
  4. Confirm the deletion.
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