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Filter and Search OKRs

The Agility OKR feature provides flexible filtering and search capabilities to help you find and focus on specific objectives. Use ID-based search to quickly locate specific items, field-based filtering to narrow down by criteria, toggle controls for quick views, and saved views to create customized views of your OKR data.

Search OKRs by ID​

The search functionality in OKRs allows you to quickly find specific Objectives and Key Results by searching with their IDs. This enhanced search capability works in both the main OKR view and within objective details when adding associations.

Search in Association Sections​

When viewing an objective's details and adding relationships or associations, you can search by Objective ID or Key Result ID to find specific items:

  • Linked Objectives: Search by Objective ID when adding linked objectives
  • Cascaded Relationships: Search by Objective ID to find parent or child objectives in cascading hierarchies
  • Associated Work Items: Search by Objective ID or Key Result ID to associate work items

To search in association sections:

  1. Open an objective's details page.
  2. Navigate to the association section (Linked Objectives, Portfolio Item, or Strategic Theme).
  3. Click the Add button.
  4. In the search field, type the Objective ID or Key Result ID.
  5. Select the matching item from the results.

Result: The search helps you quickly find and connect specific objectives and key results, making it easier to understand relationships and dependencies.

Field-Based Filtering​

The Agility OKR uses Rooms 2-style field-based filtering, allowing you to create flexible filter criteria by selecting fields, operators, and values. Apply single filters or combine multiple filter criteria to narrow down your OKR list.

How Field-Based Filtering Works​

The filter panel allows you to build custom filter conditions by selecting:

  1. Field - The OKR attribute you want to filter by
  2. Operator - How to compare the field (is, is not)
  3. Value - The specific value(s) to filter for

Available Filter Fields​

The filter field dropdown includes system fields and custom fields configured for your organization:

System Fields:

  • AssociatedAssets - Filter by associated work items or assets
  • CascadedFrom - Filter by parent objectives in cascading hierarchies
  • Change Date - Filter by the date the objective was last modified
  • Create Date - Filter by the date the objective was created
  • Description - Filter by objective description text
  • IsCompleted - Filter by completion status
  • IsInProgress - Filter by in-progress status
  • IsNotStarted - Filter by not started status
  • LinkedFrom - Filter by objectives linked from this objective
  • LinkedTo - Filter by objectives this objective links to
  • OkrSession - Filter by the session (quarterly, annual, etc.)
  • Owner - Filter by the user who owns the objective
  • SharedAccessWith - Filter by users who have shared access
  • Title - Filter by objective title

Apply Filters​

  1. On the OKRs page, click the Filter icon in the toolbar.
  2. In the filter panel, select a field from the dropdown (e.g., Owner, OkrSession, Department).
  3. Select an operator:
    • is - Matches the selected value(s)
    • is not - Excludes the selected value(s)
  4. Select or enter the value(s) you want to filter for.
  5. Click Apply to filter the OKR grid.

Result: The grid displays only OKRs matching your criteria. The filter icon shows a badge with the number of active filters.

OKR-filters

Add Multiple Filter Criteria​

Combine multiple filters to create complex views:

  1. Apply your first filter as described above.
  2. Click + Add Filter to add another filter condition.
  3. Select the field, operator, and value for the additional filter.
  4. Repeat to add more filters as needed.
  5. Click Apply to apply all filters.

Result: The grid displays only OKRs matching all selected filter criteria (AND logic). For example, filter by OkrSession "Personal Goals 2025" AND Owner "your name" AND Department "Engineering" to see specific objectives.

Example Filter Scenarios​

  • My OKRs for a specific session: Owner = your name AND OkrSession = "Q1 2026"
  • Unassigned objectives: OkrSession is "(Unassigned)"
  • Department OKRs excluding completed: Department = "Engineering" AND IsCompleted is not checked
  • All OKRs except your own: Owner is not your name

Remove Individual Filters​

To remove a specific filter while keeping others:

  1. In the filter panel under Applied Filters, locate the filter you want to remove.
  2. Click the Remove button for that filter.
  3. Click Apply to update the grid.

Filter Management​

  • Applied Filters Section: Shows all currently active filters with field, operator, and value
  • Clear All: Click the Clear All link in the filter panel to remove all applied filters at once
  • Filter Badge: The filter icon displays a badge with the number of active filters (e.g., "1" indicates one filter is applied)
  • Cancel: Click X to close the filter panel without applying changes

OKR-filter-increment

Filter Best Practices​

  • Use meaningful field combinations: Combine OkrSession with Owner or Department to track team progress
  • Leverage the "is not" operator: Exclude specific values (e.g., "Owner is not" to see others' objectives)
  • Start with session filters: Filter by OkrSession first to focus on a specific time period
  • Clear filters between tasks: Use Clear All when switching between different analysis views

Show or Hide Closed OKRs​

By default, the OKR grid displays only active (open) objectives. Closed objectives are hidden to keep the list focused on current work. Use the Include Closed OKRs toggle to show or hide closed objectives.

When to Use Include Closed OKRs​

  • Review historical objectives: View completed objectives from previous quarters or periods
  • Track progress over time: Compare closed objectives with current objectives to assess trends
  • Reference past key results: Access closed objectives to review outcomes and learnings
  • Report on completed work: Include closed objectives when generating reports or presentations

Show Closed OKRs​

  1. On the OKRs page, locate the Include Closed OKRs toggle in the toolbar (typically near the filter or view options).
  2. Click the toggle to enable (turn on) the Include Closed OKRs option.

Result: The grid now displays both active and closed objectives. Closed objectives are visually distinguished to help you identify their status.

Hide Closed OKRs​

  1. Click the Include Closed OKRs toggle to disable (turn off) the option.

Result: The grid returns to showing only active objectives, removing closed objectives.

Visual Indicators for Closed OKRs​

When the Include Closed OKRs toggle is enabled, closed objectives appear in the grid with visual indicators to distinguish them from active objectives:

  • Closed objectives may display a Closed status badge or indicator.
  • The objective row may appear with reduced opacity or different styling.
  • The progress column shows completion or closed status.

Combine Filter Features​

Maximize your OKR analysis by combining multiple filter features together. Search, field-based filters, and the Include Closed OKRs toggle work independently and can be used simultaneously to create highly specific views.

Common Combinations​

Personal OKRs for a specific session:

  1. Apply filters: Owner = your name AND OkrSession = "Q1 2026"
  2. Result: View only your objectives from Q1 2026

Team OKRs including completed work:

  1. Enable the Include Closed OKRs toggle
  2. Apply filters: Department = "Engineering" AND OkrSession = "Q4 2025"
  3. Result: View all Engineering OKRs (active and closed) from Q4 2025

Search within filtered results:

  1. Apply field-based filters to narrow down the list
  2. Use the search bar to find a specific Objective ID within the filtered results
  3. Result: Quickly locate specific objectives in a pre-filtered set

Historical analysis:

  1. Enable the Include Closed OKRs toggle
  2. Apply filters: Owner = your name AND OkrSession is not "(Unassigned)"
  3. Result: Review all your completed and active objectives across all sessions

Department OKRs excluding your own:

  1. Apply filters: Department = "Product" AND Owner is not your name
  2. Result: View OKRs created by other team members in your department

Tips for Combining Features​

  • Start with broad filters (session or department), then narrow with additional criteria (owner, status)
  • Use the Owner field filter to switch between viewing your OKRs and organization-wide OKRs
  • Clear all filters when switching analysis contexts to avoid confusion
  • Use the "is not" operator with Owner field to view objectives created by others