Setting and managing Objectives and Key Results (OKRs) requires structure and visibility. To meet this need, Rhythms provides three distinct views — Tree, List, and Board — to support the OKR process from planning to execution. Each view is designed to assist in defining OKRs, ensuring team alignment, and tracking progress effectively.
Creating and Configuring Views
To create a saved view in Rhythms:
Navigate to Views on the left hand pane and click New View in the top right corner
Choose the Display option based on your use case: Board, Tree, or List
Apply Filters to focus on specific information (time period, team, status, etc.)
Select the Visibility for the view: Private (visible only to you) or Everyone (available to everyone in your workspace)
Tree View: For Strategic Alignment
The Tree View organizes OKRs hierarchically, illustrating how company objectives cascade to team and individual goals. It provides a comprehensive perspective for strategic planning, ensuring team priorities align with organizational goals. This view builds on the concept of goal hierarchy with enhanced visibility into connections across levels.
When fully collapsed, Tree View shows only top-level objectives and key results. Users can expand each item to reveal supporting OKRs until the full hierarchy is visible. This expandable structure makes it the best option for understanding how OKRs are related to one another via vertical and horizontal alignment, and for quick reviews of progress and status when granular details are not required.
When to use Tree View:
Quarterly planning sessions where leadership teams need to verify their objectives are properly aligned with company-level OKRs
Goal revision reviews to confirm vertical and horizontal coherence across the organization
Onboarding new employees to show how their contributions connect to broader priorities
Executive presentations to demonstrate alignment across departments
Example configuration for quarterly planning:
Display: Tree
Filters:
Time Period: Current Quarter
Team: [Your team name] (select toggle for "Include immediate sub-teams")
Visibility: Private (during planning) or Everyone (after finalization)
How to verify this worked: When you collapse the view completely, you should see only your top-level team objectives. Expanding each objective should reveal the supporting key results and initiatives and any sub-team OKRs nested beneath them.
List View: For Comprehensive Monitoring
The List View displays all OKRs in a single, flat format regardless of hierarchy, offering a complete overview of active goals and key results. It's designed for monitoring progress across teams and timeframes, providing a detailed snapshot that goes beyond the hierarchical structure. It introduces flexible filtering and grouping options to manage OKRs efficiently.
Flat views are particularly helpful for users who want to quickly check in on all of their OKRs without navigating through multiple hierarchies, or for program managers who need to see all OKRs with certain characteristics (such as specific status levels or last check-in dates). Filtering by time periods, teams, or status levels narrows the scope, while sorting by progress, due date, or owner prioritizes focus. Filtered views can be exported for stakeholder communications or documentation purposes.
When to use List View:
Weekly team check-ins to assess progress across all active OKRs
Data audits to identify OKRs that need attention ("Not Started", missing check-ins, "At Risk")
Preparing detailed performance reports with filtering by specific criteria
Cross-team monitoring when you need to see all OKRs that match certain conditions without hierarchy constraints
Example configuration for execution monitoring:
Track OKRs that haven't been started or have been postponed:
Display: List
Grouped by: Team (or Owner)
Filters:
Time Period: Current Quarter
Team: [Your team name] (select toggle for "Include all sub-teams")
Status: "Not Started" & "Postponed"
Visibility: Everyone (provides full transparency on which OKRs need attention)
Example configuration for check-in monitoring:
Identify OKRs that need status updates:
Display: List
Grouped by: Team
Filters:
Time Period: Current Quarter
Team: [Your team name] (select toggle for "Include all sub-teams")
Status: "On Track", "At Risk", "Behind", "In Progress"
No check-in since: "2 weeks"
Visibility: Everyone
How to verify this worked: Your List View should display all matching OKRs in a flat structure. If you grouped by Team or Owner, you should see clear groupings that make it easy to identify which managers or team members need follow-up.
Board/Dashboard View: For OKR Reviews
The Board View delivers a visual summary of OKR performance, providing a comprehensive overview of objective status from a single pane. It shows progress indicators, subordinate key result status, and performance trends without requiring multiple clicks or navigation changes. This view offers an enhanced, metrics-driven perspective designed specifically for discussions across organizational levels—company-wide, team, or individual.
Rhythms automatically generates key insights on progress within Board View, including progress charts to track trends over time, completion percentages to measure achievement, and detailed status summaries. Clicking on any objective brings up a detailed panel on the right side of the screen.
When to use Board View:
All-hands meetings to present overall OKR status to the entire organization
Monthly or quarterly OKR stand-ups where leadership needs a comprehensive overview without constant screen navigation
Executive business reviews requiring high-level insights with the ability to drill into details
Team stand-ups to address immediate blockers while maintaining context of the broader objectives
Example configuration for team stand-ups:
Display: Board
Filters:
Time Period: Current Quarter
Team: [Your team name]
Visibility: Everyone
Key capabilities in Board View:
Edit the AI-generated insights and updates to reflect current priorities or specific feedback
Update OKR status directly within the view without navigating away
Customize dashboard content for different audiences (executives, teams, individuals)
Use progress charts to highlight acceleration or deceleration in key metrics
How to verify this worked: Your Board View should display objective cards with visual progress indicators. Clicking any objective should open a detailed panel on the right showing key results, recent check-ins, and AI-generated summaries.
Using Labels with Views
Labels provide teams with a custom way of adding additional attributes to OKRs and initiatives that can also serve as filtering parameters when creating views. Use labels to capture themes which OKRs can be attributed to, indicate priority levels (such as "High", "Medium", or "Low"), or for any other use case where a custom attribute is required.
Common label use cases:
Strategic themes (e.g., "Customer Experience", "Operational Excellence", "Innovation")
Priority levels to help teams focus on the most critical objectives
Custom categorization specific to your organization's needs
Once labels are applied to OKRs, they become available as filter options when creating or editing views, allowing you to create highly targeted views based on your custom attributes. Work with your Rhythms Admin to create specific labels to suit your team's needs.
Why These Views Matter
Rhythms' OKR views streamline the process of setting, aligning, and tracking goals. Together, they provide the tools to define clear objectives, maintain organizational alignment, and monitor progress efficiently.
Tree View helps you understand relationships and alignment across organizational levels.
List View gives you comprehensive monitoring capabilities with powerful filtering options.
Board View delivers visual summaries optimized for collaborative review sessions.
By combining these views with custom labels and saved configurations, teams can create a complete OKR management workflow that supports both strategic planning and day-to-day execution.