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Excerpt

With respect to creating specific views on the browse tab on OKRs page. One can choose the filters & visible columns to store the result as a view. This view then can be accessed any time at a later stage to fetch the records that match the criteria then.

Some of the use cases to help you understand the possibilities are mentioned below -

Use cases	What filters you'd use in such case
From an individual user's perspective
My individual & team objectives not punched-in in the last 2 weeks	Logged in user's name

in

in Owner

filter

filter
Individual objective & team objective in

the

the objective level

filter

filter Last Punch-in is not in the Last 2 weeks
My individual & team objectives with progress % between 50%-70%	Logged in user's name

in

in Owner

filter

filter
Individual objective & team objective in

the

the objective level

filterUse Objective Progress % filter with is between

filter Use Objective Progress % filter with is between option
My objectives in ready for grading status from last objective cycle.	Logged in user's name

in

in Owner

filter

filter
Use

ready

ready for grading

option from status filter

option from status filter Select last objective cycle from objective cycle filter
My objectives in ready for grading status	Logged in user's name

in

in Owner

filter

filter

Select

Select ready for grading

status

status from drop-down of objective status filter
My objectives starting from 1st Jan 2019 and due on 31st March 2019	Logged in user's name

in

in Owner

filter

filter
Select date

in

in Objective Start date

filter

filter
Select date

in

in Objective Due date

filter

filter
My objectives labeled with new products, initiatives, skill development, show only 10 results on one page.	Logged in user's name

in

in Owner

filter

filter
Select relevant labels

from

from labels

filter

filter.
Select 10

in

in results

filter

filter.
My individual & team objectives created for by me & updated by my manager until today.	Logged in user's name

in

in Owner

filter

filter.
Individual objective & team objective in

the

the objective level

filter

filter.
Logged in user's name

in

in created by filter. Manager's name in updated by filter.
Objectives in ready status those are shared with me & are owned by sales & marketing team members.	Select ready option in status filter. Select relevant team names in owner's teams

filter

filter.
From the manager's/

team

team lead'

s perspective

s perspective
Individual objectives of my direct reports updated in last month by John.	Select individual objective from objective level

filter

filter.
Select relevant list of users

from

from updated by

filter

filter. you can make use of bulk search by applying a specific filter to get the exact list of users.
Objectives started on 1st Jan 2018 owned by my all direct reports with progress less than 50%.	Select relevant list of users

from

from owners filter. you can make use of bulk search by applying a specific filter to get the exact list of users.
Select relevant date

from

from objective start date

filter

filter.
Select less than 50%

in

in progress %

filter

filter.
KRs punched in last before one month from company objectives owned by our CEO.	Select company objective from objective level

filter

filter.
Select CEO name

from

from owner

filter

filter.
Select the relevant date from last punch-in

filter

filter
KRs punched in today by my team members for the objectives they own at all levels. Team and individual objectives only from the current objective cycle and company objectives of the current year.	Select team and individual objective option

from

from levelfilter.
Select current objective cycle

from

from objective cycle

filter

filter.
Select relevant usernames

from

from owner

filter

filter.
Select today's date in last punch-in

filter

filter.
My team objective due on 31st Jan 2018 with progress % equal to 30%.	Select team objective option

from

from level

filter

filter.
Select relevant date

in

in objective due date

filter

filter.
Select progress % equal to 30

in

in progress

filter

filter.
My team's ready for grading objectives at all levels with progress % below 50.	Select team objective option

from

from level

filter

filter.
Select ready for grading option

in

in status

filter

filter.
Select team name

from

from team filter.
Select progress % less than 50

in

in progress

filter

filter.
Team objectives created in last month	Select team objectives

from

from level

filter

filter.
Select relevant dates

in

in objective create date

filter

filter.
My team's objectives I carried forward from last objective cycle	Select logged in user's name in

updated

updated by

filter

filter.
Select carries forward option

from

from status

filter

filter.
Select relevant team name

from

from teams

filter

filter.
From an executive's/or management team's perspective
Team objectives created in last month	Select team objective in level

filter

filter.
Select relevant date

in

in objective create date

filter

filter.
Company objectives due in next week	Select company objective in level

filter

filter.
Select relevant date

in

in objective due date

filter

filter.
Individual objectives owned by employees belong to the Sales, Marketing & Product team.	Select individual objective in level

filter

filter.
Select releavnt team/s

in

in owner's team/s

filter

filter.
All product team's team level objectives carry forwarded to current objective cycle. Objectives labeled only with new products.	Select team objective in level

filter

filter.
Select carry forwarded option

from

from status

filter

filter.
Select current objective cycle

in

in objective cycle

filter

filter.
Select relevant team name

in

in teams

filter

filter.
Select

relevant

relevant labels

from

from labels filter.
All objectives due this month with progress % below 40.	Select the relevant date

in

in objective due date

filter

filter.
Select below 40% progress

in

in progress%

filter

filter.
Company level goals due by year-end with labeled with new initiatives, assigned to HR director.	Select company objective in level

filter

filter.
elect the relevant date

in

in objective due date

filter

filter
Select

relevant

relevant labels

from

from labels filter.
Select the relevant username

in

in owner

filter

filter.
All individual objectives, last punched-in on 31st Dec 2018 & owned by product managers.	Select individual objective in level

filter

filter.
Select date as 31st Dec 2018 inlast punch-

in

in filter.
Search users by designations

in

in owner

filter

filter.
Objectives at the company level with progress % between 50-60 owned by CFO.	Select company objective in level

filter

filter.
Select progress % between 50-60 from progress%filter.
Select the relevant username

in

in owner

filter

filter.

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page	Objectives & key results(OKRs) - User Guide

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