How can I filter Metrics or Priorities by Tags in the One Page Plan?

In order to use Tags to filter Metrics or Priorities in the One Page Plan, you will need to add components that will bring them in.

 

To add the components for tagged Metrics, first hover over the upper right corner of the component and select the 3 dots.

Next select 'Add Component' from the drop-down menu.

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Scroll down and select either 'Filtered Priorities' or 'Filtered Metrics'.

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This is how the component will look once added.

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Next, click on the 3 dots again in the upper right corner of the component and click on Settings.

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Next, go to Tags Filter and click on the drop-down arrow.

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From the drop-down list, select the tags and Save.

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You can then rename the component title by selecting the 'pencil icon' in the upper right corner next to the 3 dots. For example: 'Sales Metrics' or 'Division 1'.

 

The text editor box will pop-up when the 'pencil icon' is red and you click on the title. You can change font size by Heading number, etc.

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