Filtering OKRs

Sorting OKRs

To sort Objectives, select the criteria you want to sort by from the Sorting dropdown. You can toggle the Reverse Sort option to reverse the sort order.

OKR sort.png

Filtering OKRs

To filter OKRs on your OKR board, click . Set the filter criteria you want to use in each section described in the following table.

TIPS

Click Clear filters to delete all filter criteria in all sections.
Click in a filter section to delete filter criteria only in that section.

Filter Section	Description
Date	To filter by date, enter a date in one or both of the following boxes: From: Only show OKRs with a start date on or after the selected date. To: Only show OKRs with an end date on or before the selected date.
Keyword	To filter by OKR name or another keyword, enter text in the Keyword box. The screen applies the filter in real time as you type.
Parent Objectives	To only show OKRs that are children of specific parent objectives, select the checkboxes for the parents you want. If all checkboxes are clear, the screen does not filter on any parent objective.
Child Objectives	To only show specific child objectives and their associated key results, select the checkboxes for the child objectives you want. If all checkboxes are clear, the screen does not filter on any child objective.
Owners	To only show OKRs owned by specific users, select the checkboxes for the users you want.

Using Timeframes

Timeframes allow you to quickly select relative and custom date ranges to restrict what is displayed on your OKR board. In the Timeframe section you have the following options:

Year - Click to select or type the year you want to filter by.
Month - Click to select or type the month and year you want to filter by.
Custom - Provide a start date, end date or both.