When looking at Goals and expanding Parents to show Sub-Goals, do the Filters not apply to the Sub-Goals?
We’ve grouped our goals for the year into categories, and structured it as seven parents with sub-goals. The problem with this approach appears to be that the filters on the view don’t apply to the sub-goals, so we can’t filter them.
In the attached screenshot you can see that I’ve applied a filter to exclude certain Statuses, but in the view I still see all Statuses.
- Is that correct?
- If not, what am I doing wrong?
- If yes, do you have any other ideas for how to group Goals while allowing for filtered views?
- Am I alone?
Hi @Liohn_Sherer , thanks for reaching out!
Short answer: Yes, today filters in the Goals list view apply to the level you’re looking at. When you expand a goal, its sub-goals don’t consistently inherit those filters in the expanded view, which is why you’re still seeing all statuses. You’re not alone.
What you can do right now:
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Keep goals flat where you need filtered views. If filtering is key for you, consider keeping goals at the same level and use a “Category” custom field to group them, then filter by that field.
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Use Reporting for filtered views. Create a goals report and filter by status, owner, time period, or team. This is the easiest way to get a clean list or chart of only the goals you care about, regardless of hierarchy.
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If you want to keep parent/sub-goal structure, add a category field on both parent and sub-goals so you can filter reliably in reports or any flat list you create.
I am happy to forward this idea to our Product team for consideration, and I would also suggest creating a post here, to allow other Forum users to upvote your idea!
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Thanks for the detailed response, Joanna. Good to know I’m not missing anything. I’ll adjust to this by creating a custom Project for our needs right now, we don’t specifically need these in the Goals module.
I’ll go ahead and submit it as product feedback.
