An overview of Views for goals, check-ins and dashboards
- Views explained
- How to use the View function
- Where can I create a view
- Private views and public views
- How can I create and edit a view
- Views for Goals
- Goal view types
- Goal view settings
- Export your goal view as CSV or Public Link
- Views for Check-ins
- Check-in view settings
- Views for Dashboards
- Pin your view as a favorite to your sidebar
- Views and Cycles
- Video FAQs
With this function you can filter in your goals, check-ins or dashboards for specific criteria or properties and save the outcomes in a so-called view. You can create your own private view or, if authorized, also a public view that you can share with your colleagues or team members. You can easily switch between your views as well as between different view types, these include a cascade, a goal tree or a network view. Each view type brings its special benefits for the illustration and reporting of your goals, accommodating your specific needs. You might wish to filter for specific off-track goals that you are involved in, keep an eye on important management OKRs or check the goals of a combination of owners or teams on a regular basis. For specific use cases or best practices, check out the Video FAQs. Last but not least it is also possible to add a view to the ‘Favorites’ section of your sidebar or export selected views as a CSV or a public link.
How to use the View function
If you don’t feel like reading, we have recorded a video tutorial for you. It gives a general overview of the View function.
Where can I create a view
You can create your own private or, if authorized, also public views in the following areas of your sidebar:
- Goal Explorer
- Check-in Explorer
- Progress Dashboards
- Health Dashboards
- Custom Dashboards (on cards)
Private views and public views
There is a difference between a private view, that is only visible to the creator, and a public view, which is visible to all users. In every of the above areas, a newly created view is private per default. An exception is the organization space, here every view is public per default. To check whether a view is private or public, go to the view drop-down and click on the ellipsis
... next to the view. If the button “Visible to all users” is deactivated, it is a private view and only visible to you. If the button is activated, it is a public view and every user of your organization can see it in their drop-down menu. In the goal explorer, every public view can be published (or later unpublished) as a public link via the ellipsis
... in the top right corner.
How can I create and edit a view
To create a private view, click on the drop-down menu below the page heading > on ‘+ Add a view’ > give your view a name and click on ‘Create’. To create a public view, before clicking on create, activate the button ‘Visible to all users’. Now you can set your filters and other settings and save these to your newly created view via the orange ‘save’ button coming up at the top. Further, you can always come back to and easily switch between your self-created views via the mentioned drop-down menu. For every view you can always choose an emoji that might characterise as well as differentiate your views to help you keep a better overview. Once you have added a new view to your dropdown list, you can always get back to editing its emoji, name, type or privacy status via the ellipsis
... next to its title. Here you can also delete a view, if needed.
The view creation as described above works the same in all areas where a view can be created (goals, check-ins, dashboards). Depending on the area, there can be specific differences in the settings, e.g. in the view types, filtering or sorting options (see sections below).
Views for Goals
Views for goals can be created in your Home, Organization Space, Team Spaces, and the Goal Explorer. In your Home, goals are already pre-filtered to show all goals that are related to you as a user. In a Team Space, goals are pre-filtered to show the specific team’s goals only.
What differentiates views in the Goal Explorer is that you have additional features. First, you have one further view type, the Network View. It displays goals as a network to quickly see dependencies between goals, "islands" or clusters of goals. Second, here you have different possibilities to export goals.
Other than this, views for goals functions are the same in all the areas.
Goal view types
Cascade View: Displays goals as a cascading list to see the hierarchy of company objectives, departmental objectives, team objectives and individual objectives (if applicable).
List view: This view shows all goals simply as a list including the properties you have specified, however, without displaying any hierarchies.
Goal Tree View: The goal tree view offers the most visual way of displaying goals and OKRs. It can actually be used as a drawing board to map out all your strategic pillars, focus areas, goals, and initiatives in a hierarchical view. It gives a high-level overview of your company’s strategy and each aligned goal is shown as a card with all relevant info in one view. The cards are connected as hierarchical branches and can easily be moved around and realigned via drag and drop. You can zoom in on certain OKR sets or focus areas as well as quickly discover isolated goals and align them correctly.
Goal view settings
In the upper right corner of your goal view in the explorer, there are a number of settings available, including options to filter, sort or display goals and their properties for your views. These can vary slightly depending on the view type. All these settings can be saved to your views.
Filter: First, you can filter for goal type, all default properties (i.e. Team and Owner) as well as your self-defined properties, for the parent alignment, aligned items and the progress of a goal. Lastly, you can also filter for the last update of a goal within a specific time frame. Filters can also be combined via an AND and OR function.
Sort: Via the sort button, you can sort goals ascendingly or descendingly in your view. You can do so according to their title, creation date, latest update, progress, status, type as well as all pre-defined (i.e. Team, Owner) or self-crated properties.
Ellipsis: Behind the ellipsis
... you can find additional functions, such as the possibility to display different properties to your view (including goal type, description, cycle, latest update, parent alignment, progress and status). In the cascade and list view, you can use the ‘compare to’ function to compare your current goal progress with its progress from a certain time ago. In the cascade view only, there is a function to wrap cells for longer goal titles. In the cascade and goal tree view, you can expand or collapse the next level or all levely of your goals with one click. In the goal tree view, there is an additional setting about card size. For further info on Goal tree settings please navigate to this article.
Export your goal view as CSV or Public Link
In the Goal Explorer, it is possible to export any goal view as a CSV. The export includes data such as title, creator, latest update, current value, status as well as all related properties (it does not include the history of updated or comments). For more infos on how to create a CSV export, please navigate to this article. In addition to this, every public view can be exported as a public link that can be accessible for anyone outside of your Mooncamp company account, so for people without user access. For more infos on how to create a public link, please navigate to this article.
Views for Check-ins
Views for check-ins can be created in the check-in explorer. Here you have two view types:
List: The list contains a simple flat list view, showing the creator, creation time as well as the check-in template title and the team the creator belongs to or has added. The list view works well for easy data browsing.
Feed: The feed basically shows the same info as a list, however, display each check-in in form of a card. This makes it possible to show the content of a check-in, such as free-text replies to template questions and goal updates. This view is ideal if you would like to screen the content directly and it is even possible to react with an emoji for praise or a comment for questions or discussions.
Check-in view settings
In the upper right corner of your check-in view, there are a number of settings including options to filter, sort or display check-ins and their properties for your views. You can filter for team, creation date and the creator of a check-in and as everywhere, filters can be combined via AND and OR. Sorting is possible ascendingly or descendingly for the creation date. Editable properties to display include the team of a check-in and the title of the template that was used.
Views for Dashboards
Views can be created for Progress and Health Dashboards with the same setting options for both dashboard types. Though, for Progress Dashboards there is one additional ‘Compare to’ function, which gives you the possibility to compare your current data with the data of one day, one week ago, one month or a custom time ago.
Dashboards settings majorly include different filtering possibilities, which help you specify which goals your dashboard data should be based on. Filter options include for goal type, all default properties (i.e. Team and Owner) as well as your self-defined properties, for the parent alignment, aligned items, the progress and the status of a goal. Lastly, you can also filter for the last update of a goal within a specific time frame. Filters can also be combined via an AND and OR function.
On a Custom Dashboard it is possible to create cards or tiles that show different types of data. For every card that you fill with a list (goal, check-in, update feed, member) it is possible to create a view for the specific tile with differing filter, sort and display settings.
Pin your view as a favorite to your sidebar
Views can be saved as a favorite and this way, be added to the sidebar just above your Spaces. Here your most important views are accessible faster. To find out how to do so, check out the Video FAQs below.
Views and Cycles
Precisely, cycles are detached from the views function and cannot be saved in a view. When you switch from the Goal Explorer to Dashboards the currently chosen cycle will always stay. This is the case for all areas where views can be used. The reason for this is that in most cases we want to look at our currently active cycle and thus, the function helps us to make sure we always look at the current data. Also different views are mostly used in the current time frame. The only case where a cycle can be fixed to a view is within a card of a custom dashboard. Here we might use different cards to compare one cycle to another. To learn more about cycles, please navigate to this article.