Apply and filter objectives by tag

Tags let you group objectives by shared themes — such as company initiatives, KPIs, or priority levels — independent of team or hierarchy structure.

Before You Begin

• An Account admin must enable Objectives tags in Settings > Features > Objectives > Settings tab and create at least one tag before you can apply tags to objectives.

Apply a tag to an objective

1. Navigate to the Objectives tab in the top navigation bar.
2. Open the objective you want to tag.
3. Click Edit on the objective.
4. Locate the Tags field in the objective editor.
5. Click the Tags field and select a tag from the dropdown.
6. Repeat step 5 to apply additional tags.
7. Click Save.

Filter the All Objectives page by tag

1. Navigate to the Objectives tab in the top navigation bar.
2. Click All Objectives.
3. Click the Filters control at the top of the objectives list.
4. Select Tag from the filter options.
5. Choose one or more tags from the dropdown.
6. The list updates to show only objectives with the selected tags.

If Something Goes Wrong

Not Covered Here

This article does not cover creating or managing tags — see your Account admin or the Objectives settings overview article for those steps.

Related Articles

• Objectives settings overview (Admin)
• Create an objective
• Edit an objective