Filtering Objectives & Actions

The filters option (indicated below on an Objectives page) enables you to focus on the objectives or actions you're interested in.

Multiple filters can be applied simultaneously. In the image below, for example, the applied filters will display all objectives that meet both of the following criteria:

  • owned by one of two named colleagues

  • a due date within September 2025.

When an action or objective filter is applied, the filter icon is displayed in an enabled state .

Tip: you can select a segment of the donut chart while a filter is enabled to further filter the objectives/actions by their status.

The set of available filters depends on whether you're looking at objectives or the actions list.

Objective filter options

Objectives can be filtered by the following:

  • Type

    Only objectives of the selected type are displayed - select more than one type if required.

    If you are viewing a division, only the types of objectives created for the division are available for selection.

  • Owner

    Only objectives with the selected owner are displayed - select more than one owner if required.

    If you are viewing a division, only owners of objectives created for the division are available for selection.

  • Due Date From

    Only objectives with a due date on or after this date are displayed.

  • Due Date To

    Only objectives with a due date on or before this date are displayed.

  • Priority

    Only objectives of the selected priority level are displayed - select more than one level of priority if required.

    If you are viewing a division, only the priority levels of objectives created for the division are available for selection.

Action filter options

Actions can be filtered by owner.

Actions can be filtered by the following:

  • Owner

    Only actions with the selected owner are displayed - select more than one owner if required.

    If you are viewing a division, only owners of actions created for the division are available for selection.

  • Objective

    Only actions created for the selected objective are displayed - select more than one objective if required.

    If you are viewing a division, only objectives created for the division are available for selection.

  • Due Date From

    Only actions with a due date on or after this date are displayed.

  • Due Date To

    Only actions with a due date on or before this date are displayed.

  • Priority

    Only actions of the selected priority level are displayed - select more than one level of priority if required.

Disengage a filter

To disengage a filter, click the Clear Filter(s) hypertext in the badge - as displayed in the example below.

Filter objectives/actions by division

If an account division is selected (as shown in the example below) only objectives and actions associated with a specific division are shown. (All objectives for the account and any account divisions are shown if the parent account is selected).

Sort by column heading

Another way to arrange the data on the Objectives or Actions page is to sort them by column header - as shown in the example below where actions are currently sorted by Status. You can only do this in the list view.