Objective Visibility & Exports

Contents

Filters & Custom Views

What are filters and how do they function?

When you apply a set of filters to an objective list, you’re creating a view. You can save custom views for later use or update existing views and save the changes.

Create a custom view

1. Click the "Objectives" module in the top toolbar.

2. Click "Show filters" to expose customization options. Doing so will change the display to "Hide filters".

3. If you are creating a view of objectives that you don't own, be sure remove the "Owner" filter:

1.png

4. Add additional filters to create the view and click "Save as New":

2.png

5. Enter a name for the filter and click "Save":

4.png

Note: You can copy/paste the URL of your view to share it with others.  

6. The filter will appear as a new tab to the right of the 4 main tabs. As you add additional filters, this tab will become a drop-down:

5.png

Notes:

  • The "Categories" filter displays the most commonly used categories, but users can search for other categories to filter by.
  • The "Department" filter shows only the largest departments, but users can search for other departments to filter by.

Find Missing Objectives

Objective gone missing? Here are (2) ways to find it:

Toggle to a different quarter

By default, the Objectives list page shows objectives that are active "Today". However, you can toggle to a previous or future quarter:

objectives_-_today.png

objectives_-_future_quarter.png

Filter for Individual objectives

If toggling to a different quarter doesn't bring up the objective that you're looking for, go to "Advanced Filters" and search for the objective by name:

objectives_-_individual_objectives.png

Other Ways to Visualize Objectives

The default way to visualize your objectives is in a list:

objectives_-_list.png

However, you can switch to an alignment chart:

objectives_-_alignment_chart.png

Or a dashboard:

objectives_-_dashboard.png

Export Objectives

Objectives can be exported to either PowerPoint (PPT) or Excel (XLS):

objectives_-_export.png

Note: PPT files can be opened in Google Slides and XLS files can be opened Google Sheets.