Views: the complete guide

This guide gathers the rules, defaults, limits and exact labels for goal views. Each section links to the short page with the steps.

Kinds of view #

Organization

Company-level goals for the current period, with aligned goals under them. Address /views/company-goals/.

Built-in views

All Goals, At Risk and Behind.

Team view

One per team, opened from the sidebar's Teams section.

Org-wide view

Saved as Public. Listed for everyone.

Custom view

Saved as Private. Address /views/c/<viewUuid>. Listed under My Views.

Shared with me

Private views others shared with you. Read-only.

• Organization, the built-in views and team views always open on the current period.
• Summary, Customize, the Digest and the KPIs section exist only on Organization and team views.
• Pinning and sidebar order are personal.

Filter a view #

Steps: Filter the goals in a view.

Time period

Pick several periods. With several, the chip reads, for example, '2 Time periods'. Deselect all to show every period.

Team

Your organization (company goals), Individual (goals a person owns), then your teams.

User

Matches a goal when any of its owners is picked.

Status

Not Started, On Track, Behind, At Risk, Postponed, Completed.

Goal type

Goals, Metrics and Projects, in your organization's own words.

Owner type

Company, team or individual goals.

Tags

Only when Tags is on under Settings → Goals → Advanced features.

Show archived

A switch. A display setting, not a filter.

• Within a chip, values are OR. Across chips, AND.
• A Project with its own due date counts in the period that contains that date.
• In the Nested layout, a matching goal shows with its sub-goals, and a goal whose parent is filtered out moves to the top level.
• When Team and Owner type contradict, the list is empty.
• Advanced Filters (an Org Admin setting under Settings → Goals → Advanced features) swaps the chips for a filter bar. Fields: Period, Team, Owner, Status, Tag, Goal type, Owner type. Operators: Is / Is any of, Is not / Is none of. Clear removes every condition.
• With Advanced Filters off, saved exclusion operators are ignored.

Drafts, Reset all and Save #

• A filter change is a draft for you, per view, in this browser, for up to 7 days. It never changes the view for others.
• Reset all (tooltip: Reset filters to view defaults) discards the draft.
• If the browser can't store the draft, a "Draft not saved" warning shows and the changes go when you leave.
• Layout and Show archived never create a draft.
• A ?periods= link opens the view on those periods for that visit. ?periods=all shows every period. ?goal= opens a goal's panel.

Empty views #

• No goals match the current filter: up to three suggested changes, each with a count, plus Apply all.
• Suggestions that keep your period come first, then the nearest quarter with goals, then half, month or year.
• No goals match the filter: your filters differ from the saved ones and no change helps. Offers Create goal.
• Add goals to get started: any other empty view. Offers Start from scratch, and Draft with AI on Organization and team views where available.

Saved views #

Steps: Save a view.

• The Save menu shows Save to this view first on a view you manage, then Save as new view with Public and Private.
• Public: "Share with everyone in your org". Disabled with "Your role can't publish views to the org" unless the role has that right (Owners and Admins by default).
• Private: "Only visible to people you invite". Creates a view with an automatic name and opens the share dialog.
• Public: opens the new org-wide view, which appears in every member's sidebar.
• Save to this view shows "View updated".
• A view saved without touching the period keeps following the current period.
• Only the creator can edit or delete a custom view. Org Admins can't see or edit another person's private view.
• A saved copy keeps the summary and insights tiles' type and filters, not their text.

Shared views #

Steps: Share a view.

• Share opens a dialog: Search people and teams, People with access, General access.
• Recipients see the view under Shared with me, read-only.
• Viewer, then Remove access, unshares a person or team.
• Admins can change General access to make a view org-wide.
• To copy a view shared with you, open it, change filters, then Save, Private.

Layouts and Present Mode #

Steps: Change the layout and Present a view.

• Nested is the default. Flat shows only the matching goals.
• Layout is personal, per view, per browser.
• Space on a hovered goal opens a preview panel. Space or Escape closes it.
• Present Mode: the expand icon in the header, or Present under the ⋯ button in a narrow window. Exit with Esc or the ×. It needs browser fullscreen.

KPI cards #

Steps: Add a KPI card. Reading a card: What a KPI card shows.

• The KPIs section starts hidden. Turn it on with Customize, KPIs. The choice is saved per view, per browser.
• The Metrics button opens a picker of the metrics among the view's goals, with Search metrics... and an Add new option.
• Add to KPI dashboard and Remove from KPI dashboard sit in a metric's row menu on Organization and team views.
• Cards and their order belong to the view and change for everyone.
• Change compares the latest check-in in the last 7 days with the last value before that week. With no earlier check-in, it uses the start value.
• Labels: + X this week, - X this week, No change, No updates, No checkins.
• A Maintain metric shows the condition to hold instead of start and target.
• Operator can add, remove or reorder cards.

AI summary #

Steps: Get an AI summary and Copy or share it.

• The Summary button shows on Organization and team views when the AI Summary capability is on (Settings → AI & agents → Capabilities, on by default).
• The panel title is '<view> Progress Summary', or '<organization> Progress Summary' on Organization.
• Badges show the filters and periods covered. It follows the view's saved filters, not unsaved changes. Draft and pending goals are left out.
• Arrows step between older and newer versions.
• Empty states: "Your summary is almost ready" and "Need More Data for AI Insights".
• Toolbar: dismiss (owners), recipe (owners, with Prompt Recipes on), Copy summary, and Share.
• Share: Email opens a new message in your email app. Slack needs the Slack app connected, otherwise it shows Connect. Teams shows only when the org can send to Teams.
• Slack dialog: Share to Slack, Post to, Select a channel, Post. It remembers the last channel.
• Teams dialog: Share to Microsoft Teams, Send to (My Brev chat, Channels, People), Send.

Prompt recipes and dismissing versions #

Steps: Change how the AI summary is written.

• View owners: roles that can publish views to the org (Owners and Admins by default), plus team admins and owners on a team view. Plain members, even a view's creator, can't.
• Editing needs Prompt Recipes, off by default, under Settings → AI & agents → Capabilities. Dismissing doesn't.
• The summary and the digest have separate recipes. The digest's opens from Adjust recipe on its Insights card.
• Prompt: up to 2,000 characters.
• Advanced, collapsed by default: Tone (Default, Direct, Encouraging, Formal), Audience (Default, My Team, Company-wide, Leadership), Length (Default, Brief, Standard, Detailed).
• Try prompt runs a real generation and uses AI credits. On the digest, preview one section at a time: Summary, Highlights, Blockers, Tactics.
• Save as version (summary) or Save section (digest) publishes the preview now. Save stores the recipe.
• A recipe applies from the next generation. Nothing written is rewritten.
• Dismiss: the trash icon, then Dismiss version. The previous version takes its place, or the empty state. Future generations still run.