In this Help Doc
Searching for Items
Search Tips
Peek Feature
Search for Graphs
You can search by a specific category or All. All is set by default. Prefixing search with "Graphs" will focus result on Graphs.
You can search for:
Graph Name
Member Name
Organization Name
Graph ID (Alphanumeric ID)
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Graph and it will open.
If it's not listed, click Show all results.
Click the Graphs filter
All Graphs will appear. Click on the desired one to open.
The graph will be displayed
Search for a Position
You can search by a specific category or All. All is set by default.
You can search for:
Position Name
Team Name
Organization Name
Member Email
Position ID Number (numeric ID)
Role Purpose
Role Function
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired position and it will open.
If it's not listed, click Show all results.
Click the Positions filter
All positions will appear. Click on the desired one to open.
If you want to open the position on the Team Chart, click Open Team Chart.
To view all graphs for this position or member, click View All Graphs.
To edit the position, click Edit Position. See steps 6-34 in Create a New Position for more info.
Search for a Team Chart
You can search by a specific category or All. All is set by default. Prefixing search with "Team Chart" will focus result on Team Chart.
You can search for:
Team Chart Name
Organization Name
Team Chart ID Number (Alphanumeric ID)
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Team Chart and it will open.
If it's not listed, click Show all results.
Click the Team Charts filter
All Team Charts will appear. Click on the desired one to open.
Search for a Member
Type the member's name. You can also search by email address or position name.
It will list anything related to the member's name, email address or position. Click on the desired result to open.
If it's not listed, click Show all results.
It will show all results that contain the keyword. In this example, it shows all Events, Positions and Graphs.
If there are many results, you can filter by clicking on the desired category.
Search for an Objective
You can search by a specific category or All. All is set by default. Prefixing search with "Objectives" will focus result on Objectives.
You can search for:
Objective Name
Responsible Position Name for the Objective
Organization Name
Objective ID (Alphanumeric ID)
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Objective and it will open.
If it's not listed, click Show all results.
Click the Objectives filter
All Objectives will appear. Click on the desired one to open.
To edit the Objective, click Edit.
You can click on the Key Result to open
A larger version of the Key Result will be displayed
Search for a Key Result
You can search by a specific category or All. All is set by default. Prefixing search with "Graphs" will focus result on Key Results.
You can search for:
Key Result Name
Organization Name
Key Result ID (Alphanumeric ID)
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Key Result and it will open.
If it's not listed, click Show all results.
Click the Key Results filter
All Key Results will appear. Click on the desired one to open.
You can click on the Key Result to open
A larger version of the Key Result will be displayed
To edit the Objective, click Edit.
Search for a Knowledge item
You can search by a specific category or All. All is set by default. Prefixing search with "Knowledge" will focus result on Knowledge items, Subjects and Glossary terms.
You can search for:
Knowledge item Name
Organization Name
Knowledge item ID (Alphanumeric ID)
Knowledge Subject Name
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Knowledge item and it will open.
If it's not listed, click Show all results.
Click the Knowledge items filter
All Knowledge items will appear. Click on the desired one to open.
Search for a Knowledge Subject
You can search by a specific category or All. All is set by default. Prefixing search with "Knowledge" will focus result on Knowledge items, Subjects and Glossary terms.
You can search for:
Knowledge Subject Name
Organization Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Knowledge Subject and it will open.
If it's not listed, click Show all results.
Click the Knowledge Subjects filter
All Knowledge Subjects will appear. Click on the desired one to open.
Search for a Glossary term
Click Glossary
You can search by a specific category or All. All is set by default. If you select Glossary, it will search only Glossary terms.
Type the glossary term
Hover over the entry
The Peek window will appear with the glossary term
To open it in the Glossary page, click the Open Glossary Term button.
f it's not listed, click Show all results.
Click the Glossary Terms filter
All Glossary Terms will appear. Click on the desired one to open.
The Glossary term will be displayed
To open it in the Glossary page, click the arrow.
Search for an Event
You can search by a specific category or All. All is set by default. Prefixing search with "Events" will focus result on Events.
You can search for:
Event Name
Event Type
Organization Name
Event ID (Alphanumeric ID)
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Event and it will open.
If it's not listed, click Show all results.
Click the Events filter
All Events will appear. Click on the desired one to open.
The Event will be displayed
To edit the Event, click Edit Event. For more info, see steps 4-11 in Edit an Event.
Search for an Alert
You can search by a specific category or All. All is set by default. Prefixing search with "Alert" will focus result on Alerts.
You can search for:
Alert Name
Alert Type
Alert Status
Organization Name
Alert ID Number (numeric ID)
Alert UUID (Universal Unique Identifier)
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Alert and it will open.
If it's not listed, click Show all results.
Click the Alerts filter
All Alerts will appear. Click on the desired one to open.
Search for Graph Groups
You can search by a specific category or All. All is set by default.
You can search for:
Graph Group Name
Organization Name
"personal graph group"
"graph group" for Organization Graph Group
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired graph group and it will open.
If it's not listed, click Show all results.
Click the Graph Groups filter
All graph groups will appear. Click on the desired one to open.
Search for a Team
You can search by a specific category or All. All is set by default.
You can search for:
Team Name
Organization Name
Team ID Number (Alphanumeric ID)
Member Name
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Team and it will open.
If it's not listed, click Show all results.
Click the Teams filter
All Teams will appear. Click on the desired one to open.
Search for Role Functions and Purposes
Type words or phrases (using quotes) that appear the Role Purpose or Function
Results will include positions where the search term appears in the Purpose or Function. Click on the result to show the position on the Team Chart.
Search in a different Organization
If you have more than one Organization, a globe icon will appear. Click on it to see all Organizations. "All" is the default setting, which means that when you do a search, it will check all Organizations.
Select the desired Organization
It will show the Organization name. You can now search in the selected Organization.
Search for Knowledge Views
Type the name of the View, partly or fully.
It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired View and it will open.
If it's not listed, click Show all results.
Click the Views filter
All Views will appear. Click on the desired one to open.
Search using multiple unrelated keywords
You can search by a specific category or All. All is set by default.
Type the keywords. In our example, we use the member's name and a graph name. This should find a graph that with the name "promo" that is assigned to "Oliver".
It will list anything that contains the two keywords, such as graphs, objectives, graph groups, alerts, etc. Click on the desired item and it will open.
Show recently searched records
Click the Search bar
It will list the most recent keywords that were used in the Search bar
You can expand the list by clicking the arrow
Search Phrases using quotes
Type the desired keyword in quotes.
It will list anything that contains that specific keyword or phrase in the exact order.
Open a Position on a Team Chart
Type the member name
Hover over the position. The Peek window will appear.
Click the Team Chart icon to open
Open a Graph
Type the graph name
Hover over the Graph. The Peek window will appear.
The graph will appear. You can click on it and it will open on the Graphs page.
NOTE: Below the graph, there is additional info related to the graph, such as total number of entries on the graph, Type of graph, when it was created, the highest and lowest value.
Open all Graphs for a Position
Type the member name
Hover over the position. The Peek window will appear.
Click the Graph icon to open all graphs for this position
Open a Position's Graphs in Data Entry
Type the member name
Hover over the position. The Peek window will appear.
Click the Data Entry icon to open this feature. For more info, see Data Entry.
Open an Objective
Type the Objective name
Hover over the Objective. The Peek window will appear.
To edit the Objective, click Edit Objective.
The progress of the Objective is displayed
To open the Objective, click Open Objective.
It shows the member and Team that this Objective is assigned to.
You can also see the due date of the Objective and when it was last updated
Lastly, it shows the progress of the Key Result. To open the Key Result, click Open Graph.
Open Objectives for a Position
Type the member name
Hover over the position. The Peek window will appear.
Click the Objectives icon to open all Objectives for this position. For more info, see An Introduction to Objectives & Key Results.
Open Events for a Position
Type the member name
Hover over the position. The Peek window will appear.
Click the Events icon to open all Events for this position. For more info, see Events.
Open Alerts for a Position
Type the member name
Hover over the position. The Peek window will appear.
Click the Alerts icon to open all Alerts for this position. For more info, see Alerts.
Open Knowledge assignments for a Position
Type the member name
Hover over the position. The Peek window will appear.
Click the Knowledge assignments icon to open all Knowledge assignments for this position. For more info, see Knowledge - Personal and Knowledge - Teams.
Open all Glossary terms that share the same tag
Type the glossary term
Hover over the entry
The Peek window will appear with the glossary term. Click the tag.
All glossary terms that are under the same tag will be displayed
Edit Position
Type the member name
Hover over the position. The Peek window will appear.
Click Edit Position. For more info, see steps 7-25 in Create a New Position.
See also:
Manage Member
Type the member name
Hover over the position. The Peek window will appear.
Click Manage Member. For more info, see Manage Member.
View Status for a Member
Type the member name
Hover over the position. The Peek window will appear.
The Status will be displayed. For more info, see Member Status Options and step 24 in Create a New Position.
View Custom Attributes for a Member
Type the member name
Hover over the position. The Peek window will appear.
The Custom Attributes will be displayed. For more info, see Custom Attribute Fields.
View Away Periods for a Member
Type the member name
Hover over the position. The Peek window will appear.
The Away Periods will be displayed
View Temporary Position Assignment for a Member
If a member has a Temporary Assigned Position, it will be displayed in the new Search bar.
Type the member name
Hover over the position. The Peek window will appear.
The "Temporary" label will be displayed
Send a message on Slack
Type the member name
Hover over the position. The Peek window will appear.
Click Message on Slack. If this option is not available, you need to enable Slack. For more info, see Slack Integration.