When reviewing Plan Items in the Dashboard or Plans area of the tool, you can leverage sort and filter options to more easily navigate the items and get a broad sense plan item completion. 

Sort Options

Sort options allow you to reorganize Plan Items. On the Dashboard the following options are available.

Default  Items are organized by Plan order, then template order within a given plan
Item Name  Items organized in alphabetical order by text in the the Name Identifier field 
Number Identified  Items organized in numeric order by content in the Number Identifier field
Progress  Items organized in alphabetical order by Progress Indicator
Template Name  Items are organized in alphabetical order by the name of the template

 

When reviewing Plan Items within an organizational unit in the Plans area the following sort options are available to you.

Default  Items are organized by Plan order, then template order within a given plan
Item Name  Items organized in alphabetical order by text in the the Name Identifier field 
Number Identified  Items organized in numeric order by content in the Number Identifier field
Progress  Items organized in alphabetical order by Progress Indicator
Template Name  Items are organized in alphabetical order by the name of the template
Start Date  Items are organized in chronological order by start date
End Date  Items are organized in chronological order by end date

 

 

Filter Options

Filtering allows you to only view specific plan items that meet the criteria you select. On the Dashboard you can filter by the following criteria:

  • Filter by Plan 
  • Filter by Template
  • Filter by Progress Indicator 

In the example below after selecting apply filter you would only see the items you created that were Operational Goals with a Progress indicator of Ongoing. 

 

 

 

In the Plans area of the site you can filter by following criteria:

  • Filter by Template (only Templates within the selected Plan)
  • Filter by Progress Indicator