Click on browse OKRs option under objective & KR menu in the left-hand navigation or from top menu. This page allows you to check the list of your OKRs using different filters and views. You can switch to list view of thumbnail view by using two switches at top left corner.
Browse OKRs page is useful when you want to get a quick snapshot of your OKRs in different durations, progress percentages, statuses, etc. Many other use cases are listed at the end of this page. This page allows creating desired view of OKRs. Let us how can you use all the options of this page in both lists on thumbnail views.
At the top right corner, there is a drop-down menu that shows different OKRs lists of OKRs visible to you. We call them OKR views. There are two default views.
All Objectives - All OKRs those are visible to you as a logged in user, irrespective of their level (Company, Team or Individual).
My Objectives- All levels of OKRs those are owned by you as a logged in user.
Apart from these two default views one can create her own OKR views and save them as well as share with others. Browse OKRs page can be typically used as your own customized dashboard of OKRs for weekly, monthly meetings. We have shared a few more use cases in last section of this page.
Create new OKR view
Click on create new view.
Apply relevant filters and select columns you want to be displayed on your OKR view.
Name the view, example - My Q1 OKRs, My personal OKRs, My team's in progress OKRs, etc.
Define the sharing settings. This helps you to create your private & public OKRs views & click on save.
List of filters in filters tab of create view pop up
Level - Level of objective/s
Objective Cycle - Relevant objective cycle status from the drop-down.
Owner - Select the relevant type of user or you can also select users in bulk by clicking on the search icon that appears after selecting 'select users' option in the drop-down.
Status - Objective status/es.
Objective start date - From the drop-down, you can select any objective start date or you can select different rage of dates or durations to get specific results.
Objective due date - From the drop-down, you can select any objective due date / you can select different rage of dates/durations to get specific results.
Labels - Select a relevant option from the drop-down and then select appropriate labels to get the objective list classified on the basis of labels.
Results - Number of results should appear on one page.
Click on 'show more' to see further filter options -
Teams - If an option called 'Logged in user is a member of', system filers all your team objectives.
You can also select specific teams from another option 'select' in the drop-down for team wise list of objectives.
When you have selected company or individual levels in levels option, system displays the list of objective of owners who belong to selected teams.
When you select team level in levels option, system displays the list of OKRs of selected teams.
Team type - Define specific team type/s when you are looking for departmental objectives or specific team type's objectives.
Objective Progress % - You can select a range of objective progress% of define a specific progress %.
Last punch-in - Define the specific date or date range to see when was/were objective/s punched in last.
Created by - Select a specific user or set of users who created objective/s.
Updated by - Select a specific user or set of users who updated objective/s.
Created date - Define the specific date or date range to see when was/were objective/s created.
Updated date - Define the specific date or date range to see when was/were objective/s updated (attribute changes, new KRs added or deleted existing ones, users added to visibility list, etc).
Owner's teams/s - Filter on the basis of objective owner's teams.
Confidence status - Filter based on objective confidence status/es.
As described in above list, you can make use of any of these filter options to create your own browse OKRs page. Once applied relevant filters click on apply to see results. You can also make use of save as option to save applied filters so that filtered view gets saved and can be navigated anytime. Read Use cases for Browse OKR filters.
On browse OKR page, system allows you to manage columns of your choice. Click on columns/filters button, select columns tab. On this tab select the list of columns and set the order of selected columns as you want. Click on apply or save as to permanently save the view as your own filter. Read the save filters section for more details.
Once you save these OKRs views, you can edit them when needed. Simply navigate to the view you want to edit. Click on edit option. Make the required changes in filters and save
These changes can be related to filters columns or visibility of your OKR view. Navigate to the relevant tab on edit pop-up and make relevant changes & save
How to check the owner of the shared view?
Since anyone can create OKR views and share with others, you might want to check who shared that view with you or who is the creator of each shared view. In such a case, follow below steps to find view owner/creator's name.
Select the relevant shared view from 'shared with me' list
'Details' link appears just beside the OKR view field
Click on details, and you can check owner name and other details related to that shared view.
This option will be useful when you want to check who is sharing OKR views with you. In case the view is not relevant to you, you can ask that user o remove you from the visibility list of their view to avoid unwanted views from your 'shared with me' list of OKR views.
How to use default on-screen filters?
These filters are brought back to the page on request of our existing customer(in V3.9.4). However, this time they bring more suitable and quick filter options for the selected view. For example -Select My team's Q1 objective view from top right corner and apply a few filters from on-screen filters.
As on-screen filters are applied to the selected view you can see my team's Q1 objectives in progress status. This will help you to pin down the selected objective from the different views you have already created by applying specific filters.
Click on filter option (just beside thumbnail/list view switches) to show or hide these on-screen filters.
You can add or remove filters in on-screen filters to pin down selected view in your own way.
From the thumbnail view, you can follow same steps mentioned above to create own filters or apply them to the default lists. In thumbnail view, there is no column selection option as that is not applicable in thumbnail view. Thumbnail view is displayed with some default objective attributes and you cannot change them.