Filtering

Filtershelp you quickly narrow down data across Scorecards, Rocks, To-Dos, Issues, and Headlines, as well as by Teams and People, allowing you to customize your view and use filters to manage your workspace efficiently.

Filter Options

Using the "Is / Is Not" Filter Condition

The "Is / Is Not" filter condition allows you to control which data is displayed by including or excluding specific values. This filter is used consistently across Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, and People, giving you flexible ways to customize your view.

Steps to Select Teams:

  1. Click on the Team filter field.

  2. Select a team from the dropdown list.

    • This is required. The "Is" and "Is Not" filter conditions will only appear after you’ve selected a team.

3. After selecting a team, choose the filter condition:

  • Is - to include the selected team(s).

  • Is Not - to exclude the selected team(s).

  1. You can also toggle ON the "Choose multiple" button at the bottom of the Teams dropdown if you want to include/exclude multiple teams data. Tick the checkbox next to each team you want to view/hide.

Using the Funnel Icon to Filter Data

The funnel icon lets you apply additional filters to narrow down data in different parts of the app. Depending on where you are—whether it's Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, or People—the filter options will vary.

This guide explains what filters appear in each section and what Status options are available when applicable.

Filter Options by Section

Below is a breakdown of what filter fields are available when you click the funnel icon, depending on the section you're in.

1. Scorecards

  • Available Filters:

    • Status: Active, Archived

    • Owner

2. Rocks

  • Available Filters:

    • Status: On-track, Off-track, Done, Not done

    • Owner

    • Type: Company or Individual

3. Headlines

  • Available Filters:

    • Status: Not shared, Shared

    • Owner

4. To-Dos

  • Available Filters:

    • Status: To-do, Done

    • Owner

    • Priority: High, Medium, Low or No priority

5. Issues

  • Available Filters:

    • Status: Not solved, Solved

    • Owner

    • Priority: High, Medium, Low or No priority

6. Teams

  • Available Filters:

    • Team

    • User

7. People

  • Available Filters:

    • Team

    • Permission: Owner, Admin, Manager, Team Member, Observer and Implementer

    • User Status: Active and Inactive

Use the X icon to reset filters quickly.