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Using Views in Objectives
Using Views in Objectives
Easily find what you are looking for with Views in Objectives
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Written by Support. Updated this week

In this help doc

Filters

Objective View Options

Manage Objective Views

Introduction to Objective Views

With Objective Views, you can easily find the objectives you are looking for using any combination of the Filters as shown in the image above.

These Views can be saved and shared with your team, making it easier to collaborate and find the same objectives in the future.

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Find Objectives using Keywords Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Keywords

  6. Enter the keyword. Click Enter.

  7. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

  8. Click the desired option

  9. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Objective, Parent Objective, Responsible Member, Org Area, Post Group, Start Date, End Date and Progress Status.

  10. A summary of the Objective progress is displayed. See Objective Summary for more info.

  11. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Objective Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Objective

  6. Select the desired Objective. Select a single or multiple Objectives.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Objective filter.

  9. Click the desired option

  10. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Parent Objective, Responsible Member, Org Area, Post Group, Start Date, End Date and Progress Status.

  11. A summary of the Objective progress is displayed. See Objective Summary for more info.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Parent Objective Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Parent Objective

  6. Select the desired Parent Objective. Select a single or multiple Parent Objectives.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Parent Objective filter.

  9. Click the desired option

  10. It will display all Parent Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Responsible Member, Org Area, Post Group, Start Date, End Date and Progress Status.

  11. You can also open a specific Parent Objective by clicking on its icon

  12. A summary of the Objective progress is displayed. See Objective Summary for more info.

  13. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Responsible Member Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Responsible Member

  6. Select the desired member. Select a single or multiple members.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Member filter.

  9. Click the desired option

  10. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Org Area, Post Group, Start Date, End Date and Progress Status.

  11. A summary of the Objective progress is displayed. See Objective Summary for more info.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Org Area Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Org Area

  6. Select the desired Org Area. Select a single or multiple Org Areas.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Org Area filter.

  9. Click the desired option

  10. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Responsible Member, Post Group, Start Date, End Date and Progress Status.

  11. A summary of the Objective progress is displayed. See Objective Summary for more info.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Post Group Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Post Group

  6. Select the desired Post Group. Select a single or multiple Post Groups.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Post Group filter.

  9. Click the desired option

  10. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Responsible Member, Org Area, Start Date and End Date and Progress Status.

  11. A summary of the Objective progress is displayed. See Objective Summary for more info.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Start Date Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Start Date

  6. You can choose one of the available options

  7. If you want to select a specific date, click Calendar and make your selection.

  8. You can also use specific keywords for more options, such as:

    • "day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.

    • "week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.

    • "month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.

    • "quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.

    • "year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.

    • "jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.

    • "beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.

    • "end" will display options like End of this week, End of this month, End of this quarter and End of this year.

  9. You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Start Date filter.

  10. Click the desired option

  11. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Responsible Member, Org Area, Post Group, End Date.

  12. A summary of the Objective progress is displayed. See Objective Summary for more info.

  13. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using End Date Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select End Date

  6. You can choose one of the available options

  7. If you want to select a specific date, click Calendar and make your selection.

  8. You can also use specific keywords for more options, such as:

    • "day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.

    • "week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.

    • "month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.

    • "quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.

    • "year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.

    • "jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.

    • "beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.

    • "end" will display options like End of this week, End of this month, End of this quarter and End of this year.

  9. You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the End Date filter.

  10. Click the desired option

  11. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Responsible Member, Org Area, Post Group, Start Date and Progress Status.

  12. A summary of the Objective progress is displayed. See Objective Summary for more info.

  13. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives using Progress Status Filter

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Progress Status

  6. Select the desired Progress Status. Select a single or multiple Progress Statuses.

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Progress Status filter.

  9. Click the desired option

  10. It will display all Objectives based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Objective, Parent Objective, Responsible Member, Org Area, Post Group, Start Date and End Date.

  11. A summary of the Objective progress is displayed. See Objective Summary for more info.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Objective you are searching for needs to match all of them. The Any filter will return all Objectives that belong to each individual filter. Click on All to switch between All / Any.

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Find Objectives for a Post

  1. Click the desired Post

  2. It will open a new view showing Objectives for that Post

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Create a New Objective in Views

  1. Click New Objective

  2. Follow steps 5-13 in Creating a New Objective

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Propose an Objective in Views

  1. Click New Proposal

  2. Follow steps 3-9 in New Objective

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Sort Objectives in Views

You can click on each column to sort Objectives

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Group Objectives by Responsible Post

  1. Click Group By

  2. Click Responsible Post

  3. It will group the Objectives by member name in alphabetical order

  4. You can also click on each column to sort it differently

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Group Objectives by Parent Objective

  1. Click Group By

  2. Click Responsible Post

  3. It will group the Objectives by member name in alphabetical order

  4. You can also click on each column to sort it differently

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Save Views

  1. Select the desired filters

  2. Click Save

  3. Choose between New View and Replace Existing View. In this example, we will create a New View.

  4. Type the desired Name for the View

  5. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  6. You can select more than one Owner. Owner is the one who has Edit permissions for the View.

  7. You can select one or multiple members that you want to share this View with.

  8. Click Save

  9. The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

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Search Views

  1. Click the current View

  2. You can search by View name or hashtag.
    NOTE: There are 3 types of hashtags:

    • #owned - Owned means that the member is an Owner or has Edit permissions for the View.

    • #shared - Shared means that the View was shared to the member by another Owner or member.

    • #org - Org means that the View is owned by the Organization and is shared with everyone in the Organization. Organization-owned Views can also be found via the Search bar.

  3. Select the desired View

  4. The hashtag is displayed for each View

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Share Views to another Post

  1. Click the View

  2. Click Share

  3. Select the desired Posts

  4. You can allow the Post to change the View

  5. You can share the link directly to another member with copy/paste

  6. Click Share. These Posts will receive an email notification. They need to click the link in the email.

  7. When the member clicks on Views, it will display the shared View.

  8. Click the View

  9. It will show the Owner's name, including the filters and Objectives.

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Replace existing Views

  1. If the View is modified, click Save.

  2. Click Replace Existing View

  3. Select the View to be replaced. The currently modified View is selected by default.

  4. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  5. You can remove existing Owners or add additional ones

  6. You can share this View with other Posts. They will received an email notification. They need to click the link in the email.

  7. A Warning will be displayed that this change will affect everyone who can see this View

  8. Click Save

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Manage Views

  1. Click the View

  2. Click the gear icon

  3. Click Edit

  4. Type the desired Name for the View

  5. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  6. You can select more than one Owner. Owner is the one who has Edit permissions for the View

  7. You can select one or multiple members that you want to share this View with.

  8. If you don't need the View, you can delete it.

  9. Click Save

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Delete Views

Delete a View if you are an Owner

See steps 1-8 in Manage Views

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Delete a View if you are not an Owner

  1. Click the View

  2. Click the gear icon

  3. Click X

  4. A confirmation window will pop up. Click OK.

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Remove filters

  1. Click the desired filter

  2. Click Remove Filter

  3. To remove all filters at once, click the New View button.

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Open Your Objectives in Objective Views

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. Click the View

  4. Click Your Objectives. Your Objectives will be displayed.

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Open Your Team's Objectives in Objective Views

  1. Click Objectives

  2. Click Try our new Objectives experience

  3. Click the View

  4. Click Your Team's Objectives. Your Team's Objectives will be displayed.

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Give Feedback

  1. Click Have feedback on our new views & filters panel?

  2. You can leave your feedback

  3. Click Submit

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