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Tags

Using tags in Viva Goals makes it easier to search for specific Objectives and Key Results (OKRs) and initiatives, and to generate reports targeted to specific data. Using tables enables you to group similar OKRs and initiatives under a common identifier and add an extra level of description so they're easier to find, track, and use.

This article describes how to add tags in Viva Goals, search by a tag, and use the Tags filter in Viva Goals.

Add a tag

You can add a tag to an OKR in Viva Goals in two ways:

  1. Create a new OKR by selecting + Objective in your main OKRs window. The New Objective window opens, in which you can enter a title for your new objective, add other details, and also select More Options to add delegation, view permissions, and tags.
  2. In the Tags field, add tags by entering the tag text, such as WFH, and then select Create a new tag - WFH when it highlights. You can add multiple tags consecutively. If there are preexisting tags, you can select those to apply them to your new objective.
  3. Select Create when you're done adding tags, and observe that the tags are added to the objective's Tags column.

--OR--

  1. Select an OKR from the main OKRs tab, and then select Edit.

  2. In the Edit window that opens, select how you want to modify the OKR's tags. For example, you can select Add to existing under Change tags and then select an existing tag to apply or enter a new tag name.

  3. Select Save, and then observe that your new tags are added to the OKR's Tags column.

    Note

    Select x next to a tag's name to remove it.

The following image depicts an example of tagging OKRs that pertain to Keep the company financially stable. The responsibilities for Keep the company financially stable are distributed across teams, so it's valuable to group these related OKRs so they're easier to find and review. The image depicts adding the tag WFH (for work from home) to an OKR.

Depicts how to add a tag by selecting and editing an OKR.

Search by tag

You can search by tags by selecting Search in the Main Menu in the left pane, and then entering the tag name for which you want to search in Search for OKRs, people, teams and more. For example, if you search by WFH, the results that return include the OKR to which you added the WFH tag in the previous step, as the following image illustrates.

Depicts how to search by using a tag.

Create reports with tags

You can use Explorer to filter by tags and create targeted reports and views. To create a report:

  1. Select Explorer from the Main Menu, and then select Create new view.

  2. Select + Add filter, and then select Tag. Select the desired tag, such as #WFH.

  3. Add other filters, optionally, such as Last Check-in: Before to have recent recorded progress made toward the objective included in the report.

  4. Select Export options to have your report exported to either a Microsoft PowerPoint or Excel file. Depending on which application you select, you can then configure more options for the exported report. For example, if you select Excel, you can have tags separated in the exported report by selecting Export tag values as separate columns.

  5. Select Export, and you'll receive an email with the exported file attached.

    Depicts how to export a report into Excel or PowerPoint.