Manage OKR views


OKR views function within UpRaise lets you create your own OKR views. These views are a handy when you look at handful of objectives for specific use case. A few use cases are listed in the last section of this page.

Create OKR view

  • Navigate to OKRs from left navigation >> Browse tab

  • Click on Create view

  • On create view pop up select relevant filters & columns

  • Define the visibility of the view

  • Name your view and Save

Edit OKR view

  • Navigate to OKRs from left navigation >> Browse tab

  • Select relevant view that you want to edit

  • Click on Edit

  • Make necessary changes & Save

Delete OKR view

  • Navigate to OKRs from left navigation >> Browse tab

  • Select relevant view that you want to delete

  • Click on Delete

  • Confirm

OKR view details

When other users have created & shared OKR view/s, you can click on Details option to check details like who owns the view? What all filters/columns are selected, etc. You cannot edit views created by other users.

Use cases

Use cases

What filters you'd use in such case

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 Owner filter

  • Individual objective & team objective in the objective level 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 Owner filter

  • Individual objective & team objective in the objective level 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 Owner filter

  • Use ready for grading 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 Owner filter

  • Select ready for grading 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 Owner filter

  • Select date in Objective Start date filter

  • Select date in Objective Due date filter

My objectives labeled with new products, initiatives, skill development, show only 10 results on one page. 

  • Logged in user's name in Owner filter

  • Select relevant labels from labels filter.

  • Select 10 in results filter.

My individual & team objectives created for by me & updated by my manager until today. 

  • Logged in user's name in Owner filter.

  • Individual objective & team objective in the objective level filter.

  • Logged in user's name 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.

From the manager's/ team lead's perspective

Individual objectives of my direct reports updated in last month by John.

  • Select individual objective from objective level filter.

  • Select relevant list of users from updated by 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 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 objective start date filter.

  • Select less than 50% in progress % filter.

KRs punched in last before one month from company objectives owned by our CEO. 

  • Select company objective from objective level filter.

  • Select CEO name from owner filter.

  • Select the relevant date from last punch-in 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 level filter.

  • Select current objective cycle from objective cycle filter.

  • Select relevant usernames from owner filter.

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

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

  • Select team objective option from level filter.

  • Select relevant date in objective due date filter.

  • Select progress % equal to 30 in progress filter.

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

  • Select team objective option from level filter.

  • Select ready for grading option in status filter.

  • Select team name from team filter. 

  • Select progress % less than 50 in progress filter.

Team objectives created in last month

  • Select team objectives from level filter.

  • Select relevant dates in objective create date filter.

My team's objectives I carried forward from last objective cycle 

  • Select logged in user's name in updated by filter. 

  • Select carries forward option from status filter.

  • Select relevant team name from teams filter.

From an executive's/or management team's perspective

Team objectives created in last month

  • Select team objective in level filter.

  • Select relevant date in objective create date filter. 

Company objectives due in next week

  • Select company objective in level filter.

  • Select relevant date in objective due date filter.

Individual objectives owned by employees belong to the Sales, Marketing & Product team. 

  • Select individual objective in level filter.

  • Select releavnt team/s in owner's team/s 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.

  • Select carry forwarded option from status filter.

  • Select current objective cycle in objective cycle filter.

  • Select relevant team name in teams filter.

  • Select relevant labels from labels filter.

All objectives due this month with progress % below 40. 

  • Select the relevant date in objective due date filter.

  • Select below 40% progress in progress% filter.

Company level goals due by year-end with labeled with new initiatives, assigned to HR director. 

  • Select company objective in level filter.

  • elect the relevant date in objective due date filter

  • Select relevant labels from labels filter.

  • Select the relevant username in owner filter.

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

  • Select individual objective in level filter.

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

  • Search users by designations in owner filter.

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

  • Select company objective in level filter.

  • Select progress %  between 50-60 from progress% filter.

  • Select the relevant username in owner filter.

Share view links in emails, announcements, surveys, etc.

  • We have seen that a lot of customers user OKR view links to share these views directly across teams. For Example-

    • New OKRs are added by managers and they make an announcement for the same with a link to the view.

    • OKR view links are shared in weekly, monthly meetings or yearly announcements to show highest graded, best achieved OKRs etc.

 

  • When you click on Export icon, selected OJR view’s data is exported to excel.

  • To filter down OKR views to more specifically, you can use on screen filters. Click on Filter link just beside Thumbnail view icon.

  • OKR views are only applicable for Link view.