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Tag Objectives and Key Results
Tag Objectives and Key Results

Learn how to tag your OKRs and then use the tags to filter them

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

Overview

You use tags when you want to categorize your OKRs.

Afterwards, tags allow you to filter OKRs.

Permissions needed

By default, users will be able to add tags - from a list of existing tags - to items that they have the necessary access and permissions. For example - a user can add the existing tag "strategic" to an OKR or an Insightboard they have permission to edit.

To create new tags - the users would require the "Create tags" permission on their user role level. Only users that have "Create tags" and "Manage account setup" will be able to edit, delete and merge tags, since these operations are available under the account setup settings.

Add a tag to an objective

To add a tag to an objective in Quantive Results, perform the following:

  1. In the navigation pane, under OKRs, click All sessions.

  2. Click the session where you want to tag objectives.

  3. Click the objective that you want to tag.

  4. On the detailed Objective screen, navigate to the tags field.

  5. In the input field, enter the tag name and press ENTER.
    While typing, Quantive will suggest you names of existing tags.

  6. Add as many tags as required. The tags are applied instantly.

  7. Navigate back to the OKRs list. The tag appears under the objective’s title.

NOTE: You can bulk tag OKRs. For more information, see Manage OKRs in bulk.

Add a tag to a Key Result

To add a tag to a key result in Quantive Results, perform the following:

  1. In the navigation pane, under OKRs, click All sessions.

  2. Click the session where you want to tag key results.

  3. Click the key result that you want to tag.

  4. On the detailed key results screen, navigate to the tags field.

  5. In the input field, enter the tag name and press ENTER.
    While typing, Quantive will suggest you names of existing tags.

  6. Add as many tags as required. The tags are applied instantly.

  7. Navigate back to the OKRs list. The tag appears under the key results title.
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Filter by tags

When you open a session, you can use tags to filter OKRs in the following places:

  • On the Objectives tab.
    In the toolbar, click Filters and on the Tags option start typing tags.

  • On the Alignment tab
    In the toolbar, click Filters and on the Tags option start typing tags.

  • On the Statistics tab
    In the toolbar, enter the tag and press ENTER.

Use the Bulk tagging feature

Under the 'Actions' tab in the objective view select 'Tag' from the actions drop down menu to enable the bulk tagging feature. With the bulk tagging feature you can:

  • Assign multiple tags by drag and dropping tags from the Tag objectives and key results list, to any of your desired objectives or key results.

  • You can create new tags by typing the new tag name in the search field then selecting the "Add a new tag" button. The new tag will be added to your list of tags and you will be able to drag and drop to the desired OKR.

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