Especially when you are working with numerous goals or OKRs, goal filters help you to quickly find the goal you were looking for.
Within the goals module, you can apply filters in the goal overview, the goal tree, and the goal analytics. Apply a filter by selecting a filter category from the dropdown menu and choosing or inserting a value you want to filter for.
Choosing different filters allows you to get displayed a selection of goals. Any teams/groups/custom attributes you create for your organization will immediately be available to use as a filter under analytics. In the following, we describe the results of using the different filters. Depending on the role and visibility of a user, the filter results may differ. This matrix gives a quick overview of the access rights to goals. Private goals will only be displayed to their owner and contributors. Here are some filter categories:
Filter by team
With this filter, you can select to only see the goals of the teams you choose in the filter values. The teams displayed there represent the teams you have currently set up in Leapsome. When selecting a specific team as an admin you will be displayed the following:
- non-private personal and business goals of the team members
- non-private goals this team owns
- non-private goals this team contributes to
Filter by employee
Using this option, you will be displayed all non-private goals this person owns, leads, or contributes to.
Filter by tag
This filter allows you to only display goals associated with a specific goal tag. Such goal tags can be edited by super admins and could for example represent the quarters of a year or whether the goal is a performance or development goal. Here you can read more about the smart setup of goal tags.
Filter by cycle
If you have set up goal cycles, you can use this filter to easily navigate to the goals associated with the respective cycles. Read more about the creation and use cases of goal cycles here.
Filter by location
If you have teams spread across different locations, you can use this filter to navigate the goals that are associated with a specific location. Therefore goals associated with an owner, contributor, or team in a specific location would become visible.
Filter by state
By default, Leapsome will only display active goals. Filtering by state allows you to display goals that were archived or are still in draft mode. Instead of filtering for the 'Draft' state, you can also click on the little warning that is displayed in case there are still goals that have not been activated yet.
Within Leapsome, there are certain filters set up especially for admins to identify goals that lack information or have not been updated recently. Using this filter, you can identify goals that:
- have not been associated with a goal tag
- have not been linked to a parent goal
- have not been linked to a goal cycle
- have not been updated within the last 7 or 30 days
- have a deadline that lies in the past
Filter by purpose
With this filter, you can easily distinguish between development and business goals. This can be helpful if you are planning a development talk with your team and thus want to review the status of their development goals.
Filter by owner type
Using this filter, you can easily distinguish between goals that are owned by an individual, a team, or the company.
Filter by competency
With this filter, you can filter for personal development goals that are linked to specific competencies from the competency framework.
Filter by custom attributes
With this filter, you can filter by specific custom attributes set up within your user profiles.
Combining goal filters
You are also able to combine multiple goal filters. After selecting a filter category, just select another one to get displayed all goals that match all filter criteria. In case no goals are displayed, there are no goals that match all filters you selected. Try to remove one or two filters to get better results.
Saving and sharing goal filters
You can also save a certain combination of filters, in case you use them often or want to share this specific view with others. To do that, select all the filters you want to be saved. Once you did that, click on the folder symbol with the plus sign on it. This will allow you to save your current filters as a new view. Select a title and choose, who else should have access to this view. After saving your settings, the new view should be available when clicking the left folder symbol.