Synergita OKR's hierarchy feature provides an insightful and structured way to manage organizational objectives. While the Tree View offers a visual map of objectives, the List View presents a more traditional, tabular representation. This article shows the functionalities of the List View and how to effectively use it.

Accessing the Hierarchy List View

  • Navigate to the OKR Hierarchy tab on the left-navigation pane.

Access OKR Hierarchy

  • The tree view is the default view when the page is opened. The filter panel can be used to switch between the tree view and list view.

Toggle to List View

Overview of the List View

  • Aligned/Unaligned Tabs The List View in the OKR Hierarchy allows users to see all objectives in a structured list format. Both aligned and unaligned objectives can be viewed in the list view via the tabs at the top.
  • The list view is particularly useful for users who prefer a straightforward, linear approach to data representation.

Hierarchy List View Overview

  • When an objective is expanded in the list view, the key results are displayed, along with the progress percentage for each key result.

Expanded Objective in List View

Features of the List View

  • Tabular Format: Objectives and their corresponding key results are displayed in rows and columns, providing a clear and concise overview.
  • Sorting Options: Easily sort objectives based on different criteria such as status, owner, alignment, etc.

Sorting Options in List View

  • Filtering Capabilities: Apply filters to view specific sets of objectives, like team-specific or individual-specific OKRs.

Updating Objectives in List View

  • The progress of an objective can be updated from the List View by clicking on the key results in the expanded mode.
  • In the aligned objectives tab, the parent objective can be viewed in the last column. Clicking on it opens the Details page of the parent objective.
  • In the unaligned objectives tab, they can be aligned to an existing objective from the last column. Clicking on the Align To button allows you to align the objective.

Align Objectives in List View