Overview
With the search function in WorkBoard, you can either search within specific areas or across the entire application too quickly and easily locate exactly what you need.
The WorkBoard Platform enables you to search and filter across everything that is visible to you, including Objectives, Key Results, Workstreams, Action Items, Meetings, 1on1s, and Running Business Reviews (RBRs).
Use WorkBoard Search
Click into the Search WorkBoard field in the upper righthand corner of WorkBoard.
If you know what area you're searching in (OKRs, Teams, etc), make a selection to refine your search. Then, search as intended.
If you want to search across all of WorkBoard, click Search all.
Proceed to search as intended using the filters or tags if desired.
Refine a Search
Use any search terms to find the Objective, Key Result, Workstream, Action Item, Meeting, 1on1, or Running Business Review (RBRs) that you're trying to locate. In general, Owner, Team or search terms is a great way to refine your search.
You can also search by tag and filter by type (OKRs, Action items and workstreams, Meetings, Biz Reviews) before or after adding search terms.
Advanced Filtering Options
You can search without adding any search terms by using Advanced Filtering Options. However, you can also take advantage of these options before or after adding search terms. Advanced Filtering Options are available for all modules in WorkBoard.
Advanced filtering options for each Module
When filtering by OKR's, you can use advanced filters to search across OKRs, hide OKR comments, and hide open or closed OKRs.
When filtering by Action items and workstreams, you can hide action item comments and search for an action item or for a specific action item owner.
When filtering by Meetings, you can hide meeting topics or takeaways from your results.
When filtering by Biz Reviews, you can search for a specific Biz Review owner.
Search by Tags
Tags are a fast way to group OKRs, key results, and action items that belong together by theme, priority, initiative, or team. Once items are tagged, you can search by those tags to pull up everything in one filtered view, no matter where it lives in WorkBoard.
This article covers how to run a tag search, combine multiple tags, read the tag icons in your results, and save a search so you can come back to it later.
Run a search by tag
Click the search bar at the top of WorkBoard.
In the quick dropdown, select Search all.
At the top of the advanced search view, open the Search by tag tab.
Start typing a tag name, then select it from the list.
Your results will show every OKR, key result, and action item that carries the tag you chose.
Legend
Team based Tag for Action items
Personal tag for Action Items
Organization based Tag for Key Results