What are OKR Filters in Profit.co?

Category: OKRs

Profit.co provides a set of predefined statuses for the OKRs which can help you to filter OKRs based on their current status.

Why this feature?

By using this feature, the user can Filter OKRs and monitor the Department and Team’s progress and performance.

Note: Only Super Users have access to Settings and can create new Filters based on their requirements.

Step 1

Navigate to Settings → OKRs → Dashboards & Filters from the left menu.

In the Dashboard & Filter page, scroll down to Filters. To add a new Filter, Click on the + icon.

Once you customize the Filter, Select Create.

Note: Enable the toggle to add your filter to the Department Progress menu.

Step 2:

To use the filter, Navigate to Home → Department Progress from the left menu.

Note: Super User can add Department Progress to the Home menu from Settings → General → Modules, and customize the home menu.

The new filter will be added to the Department Progress menu.

Note: You can also create the filters by clicking Filter → + Add a new filter.

Step 3:

Similarly, you can create new Filters for your Team’s OKRs and monitor your Team's Progress using the same method.

Related Answer post

To learn more about how to create predefined filters for OKRs, click here.

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