Navigate the Objectives tab

The 'All objectives' page was created to house all objectives for your company and show each objective's relationship(s) to other objectives using the nested or flat views. Additionally, it provides an easy way to search for, manage, and report on existing objectives given the selected filters. The 'All objectives' page can be found by clicking 'Objectives' from the left navigation.

From the 'All objectives' page, bulk closing all past due objectives and archiving all past due objectives are available using the three dots to the right of Create a new objective. These bulk actions are only available to account administrators.

Also from the ... menu is the option to Share link and Export as CSV.

Share link

Next to the Export as CSV option, there is a Share link button. When you click on Share link, the URL/link to the page you see becomes copied. The filters are also copied and will be included when the link is opened by others. The copied link can be pasted and sent to teammates. As long as the people you send the link to have the same permissions as you, they will be able to use that link to see exactly what you are seeing.

Export as CSV

The Export as CSV option gives you a CSV download of all the objectives that appear on the page. The CSV will only include the objectives that match the filters selected, making it easy to share what you are looking at with others. 

In this article, you will learn...

• About the 'All objectives' page
• About Selecting filters
• About Viewing objectives: nested, flat, and chart

'All objectives' page

On the 'All objectives' page, you will see two main sections: the Filter(s) section ⬇️

and the Objectives summary section. ⬇️

These two sections and their functionality are outlined below.

Selecting filter(s)

There are a number of different filters available to help you manage objectives, as well as gather valuable objective data. Use the filters to nail down the objectives you're looking for.

• Objective owners: This filter includes your objectives, your direct report and hierarchy, and any active groups. Think of this filter as an 'Objective owner' filter. 
• Objective type: This filter includes company-wide, department (and any other group type), individual, self-development, as well as all departments (and any other groups) by name.
• Objective status: This filter includes all objectives at risk, behind, on track, and no status. 
• Alignment: This filter includes the ability to toggle between aligned and unaligned objectives.
• Start and end dates:  Objectives starting on or after the start date and ending on or before the end date. You can also filter using one of the two dates to find objectives starting on or after the start date OR to find objectives ending on or before the end date.
• Objective state: This filter includes all past, present, future, closed, archived, and past due.
• Tag: This filter is based on the custom tags that have been created by account admins. 

Success Center article 🗒: Using filters to search for objectives 

Include key results on others' objectives

Use the Include key results on others’ objectives option to show or hide key results that are owned by the people in your Objective owner filter. For instance, you might be looking for all objectives owned by Dwight Schrute—which would mean your Objective owner filter would be 'Dwight Schrute'. If Dwight owns key results on someone else's objectives, this option will allow you to see those key results as well. Including key results on others' objectives paints a bigger picture of all tasks that a certain person or people are working on.

Objectives summary

This section gives you a collapsed, nested view of all objectives that match the selected filters. In the image above, you can see that the "Objectives summary (22)" indicates that eight objectives met your filter criteria. From the nested view, you can expand these objectives to show aligned child objectives by selecting the Expand all option below. From the flat view, you can see all eight objectives listed alpha-numerically, rather than based on alignment. Listed below the 'Objectives summary' are the statuses of the eight objectives. Here you can see that six are 'on track' and two are 'behind'. Not too shabby! 

Success Center article 🗒: Visibility settings for objectives

View objectives: nested, flat, and chart

There are three viewing options for the Objectives feature. When on the 'All objectives' page, you have the option to view the objectives in a nested view, a flat view, or a chart view. This article will walk you through the differences between these views and why each of them is valuable.

Success Center article 🗒: Search and sort objectives

Nested view

The nested view for Objectives will show you all objectives that match the given time filter (past, current, future, etc) based on their alignment with other objectives. Just as the name suggests, the objectives are nested under their relative parent objectives. From this view, your objectives will likely be organized starting with Company-wide objectives, then Department objectives, on down to Individual and Self-development objectives. Think of this viewing option as a way to get a high-level look at your top objectives, with further ability to view down that objective's alignment.

This view is helpful if you want to see the alignment of objectives and the impact that each child objective has on the parent(s). Also, it is helpful to use the nested view to see whether child objectives for a current objective are Past-due or Closed. This view is not ideal when you want to hone in on a couple of objectives without caring where the objective falls in the hierarchy, or if you want to view all objectives regardless of level. It can be tough to find a specific objective in the nested view.

Flat view

The flat view for Objectives will show you all objectives that match the given time filter (Past, Current, Future, etc) in one flat list. Because of this, the flat view is ideal for when you strictly want to view Past due, Current, or Future objectives. In the flat view, objectives are all created equal and each appears in the list as its own entry. Objectives appear in alphabetical order in the flat view.

This view is helpful if you want to see all objectives regardless of how/if they are aligned. If you want to get a snapshot of your company's objectives, this is the view for you. This view is not ideal when you want to know where an objective falls in the hierarchy, or if you want to know how each objective rolls up in alignment. 

Chart view 

The chart view for Objectives will show you all objectives that match the given time filter (past, current, future, etc) and their alignment with other objectives in an expandable/collapsable flow chart format. Think of this viewing option as a more organized and visually appealing version of nested view. Start with any aligned objective and expand it's child objectives, as cards, all the way down the line. In chart view, the expansion will take place to the right of the parent objective and will include all necessary details on each of the child objectives' cards.

Chart view is helpful for clearly and effectively visualizing how all objectives are aligned. It allows all members of an organization to see where their objective lies in regards to the bigger company and team Objectives picture. Additionally, chart view will help customers with hundreds or thousands of objectives navigate those objectives in a non-paginated, non-list form. Added bonus: Look at how pretty it is. 🤩

Toggle between nested, flat, and chart views

The symbols to the right of the search field are the nested, flat, and chart view options. Use these buttons to toggle between various formats all showing the objectives in question.

The nested view shows the + next to any objective that is aligned. The flat view treats all objectives equally, in one full list. Chart view gives you an organized and beautiful look into alignment from the upmost parent to the last child, in a flow format. Check out the differences between the three views below.

Nested view (default)

Flat view

Chart view

Keyword Search 

The keyword search enables you to search for words or phrases that show up in the objective or key results (for key results make sure to show nested view instead of the flat view.) You can see how many objectives and key results have common themes such as "sales" or "best-self."

To remove the keyword search just click the "x" on the right side of the box and it'll clear the keywords you have entered. 

Objective detail

Below and to the right of the keyword search, you will see sort by options. You can sort in alphabetic order, due date, last updated, creation date (last, first), and progress (most, least).

The + next to objectives in the nested view as well as the Details link will expand to show all aligned objectives to this parent objective. You will also see the number of days until the objective's due day and the percent completed at this time. If you hover over the progress bar you will see whether the objective owner has marked the objective as on track, at risk, or behind.