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.

In this article, you will learn how to...

• Access the Objectives Tab
• Filter Objectives
• Choose a View
• Search and Sort

Access the Objectives Tab

1. From the left navigation, under Manager Tools, select Objectives.
2. The All objectives page will open.

Bulk Actions (Admins only)

Admins can access additional actions from the ... (three-dot) menu next to Create a new objective.

Options include:

• Bulk close all past-due objectives
• Bulk archive all past-due objectives
• Copy a shareable link to the current filters/view
• Export current view as CSV / XLSX

Filter Objectives

Use filters at the top of the page to narrow down the list of objectives.

Available filters:

• Objective owners: your objectives, your direct reports, other groups
• Objective type: company, department, individual, self-development, custom group
• Status: on track, at risk, behind, no status
• Alignment: aligned or unaligned
• Start and end dates: filter by date range
• Objective state: past, present, future, closed, archived, past due
• Tag: filter by admin-created tags
• Include key results on others’ objectives: show key results owned by others that belong to filtered objectives

Choose a View

Select how you want to display objectives using the view icons in the top-right corner of the Objectives page.

Nested View

• Displays objectives in a hierarchy (parent → child).
• Click Expand all to reveal sub-objectives.
• Closed or past-due child objectives may appear if their parent is still active.

Flat View

• Lists all objectives alphabetically in one list.
• Only shows objectives that meet your selected time filter.

Chart View

• Displays objectives as cards in a visual alignment chart.
• Use zoom and card size controls in the lower-right corner to adjust the view.

Search and Sort

Use the search and sort tools to quickly locate specific objectives.

• Search: Enter keywords in the search bar. Click the x icon to clear.
• Sort by: Use the dropdown to sort by:
  • Alphabetical (A–Z)
  • Due date
  • Last updated
  • Created date (oldest/newest)
  • Progress (most/least)

In Nested View, click the + icon next to an objective or select Details to:

• Expand and view child objectives
• Check days until due
• See % progress
• Hover over the progress bar to view the owner’s status (on track / at risk / behind)