The Filter Bar makes it easy to find exactly the Goals you need without scrolling through your entire list. You can filter by multiple criteria at once, combine filters with the search box, and see results right on the Active tab. The Filter Bar is available in three places: the main Goals list (from the navigation menu), a Workspace Goals tab, and a Huddle Goals tab.
Who is this article for?
Based on the default User settings in the Sibme platform, you should have permission to complete this task if you are one of the User levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Users
Admin
Super Admin
Account Owner
The Goals Active Tab
When you navigate to Goals from the main menu, you land on the Active tab — your main Goals list. At the top of the page, you will find the filter icon and a search box you can use to narrow your list without leaving the tab.
The Goals list also includes the following columns:
Title — The Title of the Goal.
Location — Where the Goal lives (Workspace, Huddle, or Account-Wide).
Created — The date the Goal was created.
Updated — The date the Goal was last updated.
Due — The date the Goal is due.
Goal Owner — Shows the Goal Owner's name and avatar for each Goal.
Collaborator — Shows Collaborator avatars. If a Goal has no Collaborators, a dash is shown.
Status — How far along a Goal Owner is with the Goal.
The Goals page has additional tabs for Unpublished Goals, Archived Goals, Templates, and Reports — each accessible from the tab bar at the top of the page.
Using the Filter Bar on the Goals Active Tab
Click the filter icon at the top of the Active tab to open the Filter Bar. The following fields are available:
Search box — Type in the search field labeled "Search Title, Description, Owner…" to filter Goals by title, description, or Goal Owner name. The list updates as you type.
People — Select one or more people to show Goals associated with those Users.
Groups — Filter Goals by Group.
Roles — Filter Goals by Goal role (for example, to see Goals where a specific User has been assigned as a Review or Evidence Collaborator).
Categories — Filter Goals by Category. See Goal List Category Management | Sibme Help Center for more about setting up Categories.
Locations — Filter by where the Goal lives: Workspace, Huddle, or Account-Wide.
Status — Filter Goals by their current status:
Not Started
In Progress
Complete
Complete - Late
Incomplete
Custom Fields — Filter by Custom Fields configured for your account.
Start / Due — Filter by the Goal's start or due date range.
You can apply multiple filters at the same time. The list will show only Goals that match all of your selected criteria. To clear your filters, click the . . . more menu at the bottom of the Filter Bar and select "Load Default".
Note: Status filtering has moved into the Filter Bar. The icon previously used to filter by Status now shows export options only.
Filtering Goals in a Workspace or Huddle
The Filter Bar is also available when you view Goals from a Workspace or from a Huddle. (For more about Goal types and locations, see Workspace, Huddle, and Account-Wide Goals | Sibme Help Center.)
In Workspace and Huddle Goals views, the available filter fields are:
Search box — Filter by Goal title, description, or Goal Owner name.
Categories — Filter Goals by Category.
Type — Filter by Goal type: Individual or Group. If your account has archived Goals in this location, Archive appears here as well.
Note: Whether Group appears as a Type option depends on your Account's Goal settings. An Account Owner can enable Group Goals in Account Settings. See Goal Settings | Sibme Help Center for more.
Status — Filter by Goal status: Not Started, In Progress, Complete, Complete - Late, or Incomplete.
Start / Due — Filter by the Goal's start or due date range.
Managing Categories from the Filter Bar
There are two shortcuts for managing Goal Categories directly from the Goals Active tab:
Click the gear icon in the top-right corner of the Categories filter panel to open the Manage Categories modal.
Click the . . . more menu at the top of the Active tab and select Manage Categories to open the same modal.
From the Manage Categories modal you can add, rename, and delete Categories. For full details, see Goal List Category Management | Sibme Help Center.
Sorting Goals
You can sort the Goals list by clicking the column headers in the Goals table. Clicking a column header sorts Goals by that column; clicking it again reverses the sort order. Available columns include Title, Location, Created, Updated, Due, Goal Owner, Collaborator, and Status.
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