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How to save filters in OKRs?

Learn how to create filter pre-definitions on the OKRs screen to be used quickly.

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This article is intended for administrators, employees and managers. If you want to understand more about access profiles, click here.

You can group several filters on the OKRs screen and create a custom pre-definition, see below how to create one:

Step 01

Go to Strategy > Strategy.

Step 02

You can save personalized views of the screen, in list format, from the application of the desired filters. This goes for both the OKRs screen and the target contract.

Step 03

Click on ‘Favorite’.

Step 04

Enter a name for your filter.

To finish, click Save.

Where to view the saved filters?

To do this, use the Quick Access tab in the My Filters section. To use your filter, just click on the square located next to the name:

By hovering your mouse over the filter name, you can delete or edit it:

By clicking on the filter, you will have access to the screen with the previously applied filters:


And that’s it!!

If you have any questions, please contact us, we'll be glad to help!

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