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Configure and Save Views

Customize the data displayed on the Objectives page by selecting which columns (fields) to show and saving these configurations as reusable views. Column options include Owner, Progress, custom fields, and more. Saved views preserve specific combinations of filters and column configurations for quick access.

Who Configures and Saves Views​

View customization supports role-specific workflows:

  • Product Owners create saved views focused on product objectives, key result progress, and team ownership to monitor product delivery.
  • Portfolio Managers configure views showing portfolio-level objectives, budget alignment, and strategic theme associations for executive reporting.
  • Team Leads save views filtered to team objectives with progress and milestone visibility for sprint planning and retrospectives.
  • OKR Administrators create organization-wide saved views highlighting at-risk objectives, overdue key results, or alignment gaps for governance.

Permission Requirement​

To configure columns: All users with Agility Pro or Premium license can customize their own column display preferences. Column settings are user-specific.

To create saved views: All users can create personal saved views. Each user manages their own saved views independently.

To share views: View configurations are currently user-specific and cannot be shared across users. Each user must create their own saved views.

Configure Columns​

Customize which columns appear in the OKRs table view. The ID and Title columns are always displayed by default.

  1. Log in to Agility and click the hamburger menu > OKRs.
  2. On the OKRs page, click the Configure Columns icon next to Filters.
  3. In the Configure Columns dialog box, select the check boxes for the columns to display.
  4. Click Apply.

The table view refreshes to display the selected columns. ID and Title columns are always displayed and cannot be deselected.

Notes:

  • Column settings are user-specific and do not affect other users
  • Changes persist across sessions for consistent experience
  • Update column configuration at any time by repeating these steps

Create a Saved View​

Save your filter and column configurations as a custom view for quick access later. Saved views enable you to quickly toggle between different configurations without reapplying filters.

  1. Log in to Agility and click the hamburger menu > OKRs.
  2. Apply filters (such as Not Started, Publicly Readable) and configure columns as needed.
  3. Click Save as New View.
  4. In the Save Views dialog box, enter a name for the view.
  5. Click OK.

The new view appears in the My Views section.

Update an Existing View​

Modify an existing saved view to reflect new filter or column preferences.

  1. Log in to Agility and click the hamburger menu > OKRs.
  2. Select the view to modify from the My View drop-down.
  3. Make changes to filters or column configurations.
  4. Click Update View to overwrite the saved configuration.

Manage Saved Views​

Organize, update, and reuse custom views tailored to different workflows such as progress tracking, ownership visibility, or strategic focus.

  1. Log in to Agility and click the hamburger menu > OKRs.
  2. Select the view to modify from the My View drop-down.
  3. From the list of saved views, select a view to modify:
    • Rename: Click the pencil icon
    • Delete: Click the trash icon
    • Preview: Click the eye icon to view applied filters and configured columns
  4. Click OK to save changes.

Troubleshooting​

Why don't I see the Configure Columns option?

Verify you have Agility Pro or Premium license with OKR functionality enabled. Contact your administrator to enable the OKR feature toggle.

Why don't my column settings persist after logout?

Column configurations should persist across sessions. If settings reset, clear your browser cache and reapply the configuration. Contact support if the issue persists.

Can I create a view that other team members can use?

No. Saved views are user-specific and cannot be shared. Each user must create their own views. Consider documenting useful filter and column combinations for your team to replicate.

Why can't I delete the default view?

The default All Objectives view cannot be deleted, as it provides the baseline OKR listing. You can create additional saved views with custom filters and columns to suit your workflow.