On My Objectives and the Teams page, the filter lets you narrow your OKRs to just the ones you care about - open or closed, a specific time period, a category, and more. With the new Key Result Status filter, closed Key Results stay out of the way until you choose to see them.
When to use filtering
"Show me only my open OKRs for this quarter."
"Show me the Key Results my team has closed this year."
"Show me last quarter's closed Objectives and everything under them."
How to use it
Go to My Objectives or a Teams page and select the Filter button. The filter panel opens.
Set Objective Status, Key Result Status, and Time Period. These three filters are always shown.
To filter by anything else, select + Add filter and choose a filter.
Select Apply filters to update the list, or Reset filters to go back to the defaults.
Filters you add stay in place when you come back to the page. Reset filters returns to the three default filters and their default values.
Available filters
Filter | Options | Notes |
Objective Status | Open / Closed | Always shown. Select both to see open and closed Objectives. |
Key Result Status | Open / Closed | Always shown. Defaults to Open, so closed Key Results are hidden. |
Time Period | One or more WorkBoard time frames | Always shown. |
Objective Category | Your organization's categories | Available from + Add filter. |
Key Result Tags | Your organization's tags | Available from + Add filter. |
Objective RAG | RAG ratings | Available from + Add filter. |
Show closed Key Results
To include closed Key Results, select Closed as well as Open on Key Result Status.
To see only closed Key Results, select Closed and clear Open.
Closed Key Results appear with a grey Closed pill. WorkBoard remembers your selection on each page.
Tip: Every Key Result under a closed Objective is also closed. If you filter to closed Objectives, select Closed on Key Result Status too, or the Objectives will show with no Key Results.