Use filters on the All Objectives page to narrow down objectives by owner, type, status, alignment, date, state, or tag. Filtered results reflect only objectives you have permission to view.
Before You Begin
- You must have access to Objectives.
- This feature is available in the Perform, Legacy Focus, and Total Platform packages.
- Navigate to Objectives in the left navigation to reach the All Objectives page.
Steps
- Click Objectives in the left navigation.
- Click the Filters area on the All Objectives page.
- Select the filter type you want to apply (see filter details below).
- Choose one or more values within that filter.
- Repeat steps 3–4 to apply additional filters.
- Review the filtered results in the objectives list.
Filter details
Objective owners
Finds objectives owned by specific people, teams, or groups. Select multiple options to view objectives from several sources at once. Start typing a name or group name to see matching results.
| Option | What it shows |
|---|---|
| My objectives | Objectives you own |
| My direct reports' objectives | Objectives owned by your direct reports |
| My hierarchy's objectives | Objectives owned by all levels below you |
| By groups | Objectives owned by anyone in a specific group |
| By owners | Objectives owned by specific individuals |
| By direct reports | Objectives owned by your direct reports' teams |
| By hierarchy | Objectives owned by your direct reports' full hierarchies |
Common use cases:
- To see your objectives and your direct reports' objectives, select My objectives and My direct reports' objectives.
- To see all objectives below a specific team member in the hierarchy, select that person's hierarchy under By hierarchy.
- To see all objectives owned by named individuals, select those people under By owners.
Objective type
Finds objectives by category. Select one or more options to filter simultaneously.
| Option | What it shows |
|---|---|
| Company-wide | Company-level objectives |
| Department | Objectives categorized as a department type (any group type) |
| Individual | Individually owned objectives |
| Self-development | Self-development objectives |
| By department | Objectives specifically labeled with a department type |
Common use cases:
- "What are the Customer Success department objectives?"
- "How many people have self-development objectives?"
- "Show all company-wide objectives and all Leadership department objectives."
Objective status
Finds objectives by their most recent progress status. Status is set by the objective owner during a Check-in or manual update.
| Option | What it shows |
|---|---|
| On track | Objectives last marked as on track |
| Behind | Objectives last marked as behind |
| At risk | Objectives last marked as at risk |
| No status | Objectives with no status update yet |
Tip: Admins and managers can report on objective status using the Status Report in Objectives Reporting.
Alignment
Finds objectives based on whether they are connected to parent or child objectives.
| Option | What it shows |
|---|---|
| All alignment | All objectives regardless of alignment |
| Aligned | Objectives connected to a parent or child objective |
| Unaligned | Objectives not connected to any parent or child objective |
Use the Unaligned option to identify objectives that are not connected to broader company goals.
Tip: Admins and managers can report on alignment using the Alignment Report in Objectives Reporting.
Start and End date
Finds objectives that fall within a specific date range. Objectives must start on or after the start date and end on or before the end date. You can also enter only one date to filter by start date alone or end date alone.
Common use case: Set the date range to last quarter's dates to review how objectives performed in that period.
Objective state
Finds objectives based on their lifecycle state. Leave this filter blank to see all objectives regardless of state.
| Option | What it shows |
|---|---|
| Current | Objectives whose due date has not passed; active and ongoing |
| Open | All objectives not yet closed or archived |
| Past due | Objectives whose due date has already passed |
| Closed | Objectives marked as completed and closed |
| Archived | Objectives that have been archived |
| Future | Objectives with a start date in the future |
Common use cases:
- "What objectives are coming up next quarter?" — Set the date range to next quarter and select Future.
- "What objectives still need action?" — Select Open.
- "How did we perform last quarter?" — Set the date range to last quarter and review results.
Tags
Finds objectives that have a specific tag applied. Start typing a tag name to see matching results. Select one or more tags to filter simultaneously.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Expected objectives are missing from results | Verify you have view permission for those objectives | Ask the objective owner or an admin to confirm visibility settings |
| A filter option (e.g., direct reports) does not appear | Check whether your account has direct reports configured | The option only appears if you have direct reports in the system |
| No results appear after filtering | Check whether filters are too restrictive in combination | Remove one filter at a time to identify which filter excludes the results |
| Tags do not appear in the Tags filter | Confirm tags have been applied to at least one objective | Tags only appear in the filter if they are in active use |
Not Covered Here
This article covers filtering on the All Objectives page only — opening an objective's details page and navigating its contents is covered in Open and navigate an objective.