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Saved Views in OKRs

Saved Views preserve specific filter selections and column configurations, allowing you to quickly switch between commonly used perspectives without reapplying filters and reconfiguring columns each time.

Understanding Saved Views​

A saved view stores:

  • Filter selections
  • Column configuration
  • View name and metadata

Default view: No filters applied, default columns displayed

Changed state: Any deviation from the default view, such as filters applied or column configuration modified

Create a Saved View​

The Save view option appears when your current filter configuration differs from the default or from a currently applied saved view.

  1. Click the hamburger menu Hamburger icon > OKRs.
  2. Apply filters as needed.
  3. Configure columns by clicking the Customize Columns icon and selecting your preferred columns (optional).
  4. Click Save as new view when it appears in the toolbar.
  5. In the Save view dialog, enter a name for your view.
  6. Click Save.

Result: Your view is saved with both your filter selections and column configuration, and appears in the Saved views dropdown for quick access.

tip

When you modify column configuration, a Column configuration chip displays in the toolbar showing the count of selected columns (for example, "8/19 selected"). Your column selections are automatically included when you save the view.

Save view for Agility OKR

Apply a Saved View​

  1. Click the hamburger menu Hamburger icon > OKRs.
  2. Click the Saved views dropdown in the toolbar.
  3. Select a saved view from the list.

Result: The OKRs list updates to display the filters and column configuration from the selected view. Your last selected view automatically loads when you return to the OKRs page.

Update an Existing View​

When you modify a currently applied saved view by changing filters or column configuration, the Save view button appears to update the current view.

  1. Select a saved view from the Saved views dropdown.
  2. Make changes to filters or column configuration.
  3. Click Save view to update the current view, or Save as new view to create a separate view.

Result: The saved view is updated with your new filter and column configuration, or a new view is created if you selected Save as new view.

Manage Saved Views​

Access the Manage views modal to rename, duplicate, preview, or delete saved views.

  1. Click the hamburger menu Hamburger icon > OKRs.
  2. Click the Saved views dropdown.
  3. Select Manage views at the bottom of the dropdown.
  4. In the Manage views modal, you can:
    • Rename: Click the name and edit inline.
    • Duplicate: Click the duplicate icon to create a copy (numeric suffix added automatically, e.g., "My View (1)").
    • Preview: Click the preview icon to see applied filters and configured columns.
    • Delete: Click the delete icon to remove the view.
  5. Click Close when finished.
tip

Duplicate views when you want to create variations of an existing configuration without modifying the original view.

Share a Saved View​

Generate a shareable link to a saved view so others can apply the same configuration.

  1. Click the Saved views dropdown, and select Manage views.
  2. Click the share icon next to the view you want to share.
  3. In the Share view dialog:
    • View the applied filters
    • Copy the shareable link
  4. Share the link with team members.

Result: Recipients with Agility access can click the link to apply the same filter configuration to their OKRs list.

note

Recipients must have appropriate access to Agility and OKRs to use shared view links.

Clear All Filters and Column Configuration​

Reset the OKRs list to the default view by clearing all applied filters and column configuration.

  1. Click the hamburger menu Hamburger icon > OKRs.
  2. Click Clear All in the toolbar.

Result: All filters are removed, column configuration is reset to default, and the OKRs list returns to the default view.

Best Practices​

  • Create saved views for common workflows (e.g., "My Active OKRs", "Team Q1 Objectives", "High Priority Items")
  • Use descriptive names to easily identify view purposes
  • Duplicate and modify existing views for similar configurations rather than creating from scratch
  • Share views with team members to maintain consistent reporting perspectives
  • Regularly review and delete unused views to keep your list manageable