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

Organize and customize your One Palge Plan using tagged components.

Filtering Metrics or Priorities by Tags in the One Page Plan is a simple way to focus on specific elements. Follow these steps to set up and customize filtered components:

Steps to Add and Filter Components

Add a Filtered Component:

• Hover over the upper-right corner of an existing component and click the three dots.
• From the drop-down menu, select Add Component.
• Scroll down and choose either Filtered Priorities or Filtered Metrics.

Filter by Tags:

• Once the component is added, click the three dots in the upper-right corner again and select Settings.
• Navigate to the Tags Filter section and click the drop-down arrow.

• Select the desired tags and click Save.

Rename the Component:

• To rename the component, click the pencil icon next to the three dots in the upper-right corner.
• When the text editor box appears, type a new name (e.g., "Sales Metrics" or "Division 1").
• You can also adjust the font size or style using the text editor tools.

By following these steps, you can create filtered views tailored to your business needs, making it easier to track specific Metrics or Priorities.