Create custom views

Organize and filter your goals with custom views to focus on specific teams, timeframes, or goal status.

Create views

  • Click "+" on the Goals page

  • Apply filters to focus on specific goals:

Status

filter by goal health (On track, At risk, Off track)

Owner

filter by goal (O and KR) owners

Contributor

filter by KR contributors (individuals or teams)

Target date

filter by date ranges for goal deadlines

  • Customize columns: click the eye icon to select which columns to display

  • Name your view

Share views

Default sharing: views are shared with all workspace users when created

Restrict access:

  1. Click the arrow next to your view name

  2. Select "Share"

  3. Disable "Share to anyone at Luna"

Invite specific users to access the view

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