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Search Functionality for Team Goals

Summary

 The search functionality in the Team Goals section of Plumm allows you to quickly find specific team goals based on team member names, goal titles, or due dates. This feature makes it easier to navigate through the goals assigned to various team members and track their progress.

In this article

  •  Before you begin
  • Step 1:  Using the Search Bar
  • Step 2:  Searching by Team Member Name
  •  Step 3: Searching by Goal Title or Progress
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have access to the Team Goals section in Plumm.
  • Make sure your goals are listed in the Team Goals tab, which is visible to managers and team leaders.

Step 1. Using the Search Bar

  1. Go to the Team Goals section of the Plumm dashboard.
  2. At the top of the page, you'll see the search bar.
  3. Type your search term into the search bar. You can search for:
    • Team member names
    • Goal titles
    • Progress status (e.g., completed, in progress)
    • Due dates

Step 2. Searching by Team Member Name

  1. To find goals related to a specific team member, simply type their name (e.g., "John Ray") in the search bar.
  2. The page will automatically filter and show all goals related to that individual team member.
  3. You can further refine your search by filtering by goal status (e.g., "completed", "in progress").

Step 3. Searching by Goal Title or Progress

  1. If you are looking for goals by their title, type part of the title or a keyword related to the goal in the search bar.
  2. For example, typing “sales” will bring up all goals with "sales" in the title.
  3. You can also search by progress percentage (e.g., "50%" for goals that are halfway complete).

Frequently Asked Questions (FAQ)

1. How do I search for goals in the Team Goals section?

Simply type keywords such as the team member’s name, goal title, or progress into the search bar. The results will update automatically as you type.
 

2 . Can I search for goals by completion status?

While you cannot directly filter by status in the search bar, you can type keywords like "completed" or "in progress" to find goals with those statuses.
 
 

3. Can I search for goals assigned to specific people?

Yes, just type the team member’s name in the search bar to see all the goals assigned to that individual.
 
 

4. How can I search for goals with specific progress percentages?

 If you know the progress percentage (e.g., 50%), type that number in the search bar to filter goals based on progress.
 
 

5. Can I combine multiple search criteria?

Yes, you can combine search terms (e.g., "John Ray" and "sales") to narrow down results.
 
 

6. What happens if I search for a term that doesn't exist?

If there are no matches for your search term, the page will display no results. You can refine your search or try using different keywords.

 

7. Can I search for goals by their due date?

Yes, you can search for due dates by typing the date or part of the date (e.g., "August" or "2025").