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How can I filter and sort my Goals?

Discover how you can arrange, filter and sort your Goals in the best possible order for you on Teamflect.

Isabella R. avatar
Written by Isabella R.
Updated over 5 months ago

Teamflect's Goals module includes the ability to fully customise how your Goals are viewed, ordered, filtered and sorted.

Views

Using the List View, Feed View and User View buttons on the top-right corner, you can adjust how your Goals will be presented.

Date and Activity Filter

Using this filter, you can filter your goals by date periods (including half-years, full years, quarters and custom dates which you can select) as well as the activity status of your goals. You can also choose to show all goals using the drop-down menu available.

Sorting Options

You can sort your Goals by using any one of the available columns: by Goal type, by owner, by Goal label, progress, status or end date.

Clicking on a sorting button once will sort your Goals ascending by category. Clicking on a sorting button twice will sort your Goals descending by category. Clicking on the sorting button a third time will restore the default view.

Status

Using the Status buttons on the top-right corner, you can sort your Goals by their current status.

Drag and Drop

By dragging a goal, it is possible for you to rearrange the order of your Goals to your specific requirements.

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