We recommend that you use our team-based approach, and start using Beamible filters within individual teams.

You have two options:

  • filtering for tags that people have assigned to teams, roles or activities, OR

  • filtering for text within teams, roles, activities or people

FILTERING FOR TAGS

Step 1: Navigate to your Team dashboard and click on the square ‘Filter Menu’ button (ie. grey funnel) found underneath the Team Headline stats.

Step 2: On the right-hand Filter Panel click inside the ‘Filter types’ box to select where you want to filter for tags - at the team, role or activity level. You can select just one, or up to all three.

  • NOTE: You cannot filter for tags at the People level at the moment. Right now, you cannot assign tags to people. This is coming soon!

    • However, you can search for people using the text filter.

Step 3: Click inside the ‘Filter by tags’ box to select the Tags you want to locate.

  • For example, selecting ‘Energising’ will filter for all those teams, roles and/or activities that have been classified as energising using the tagging system.

    • The Team Headline stats will update to reflect the percentage of time spent on ‘energising’ work.

    • You can then compare between individuals within the team - any outliers? Or are there any stats that are red flags?

FILTERING FOR TEXT

Step 1: Navigate to your Team dashboard and click on the square ‘Filter Menu’ button (ie. grey funnel) found underneath the Team Headline stats.

Step 2: On the right-hand Filter Panel click inside the ‘Filter types’ box to select where you want to search for text - at the team, role, activity or people level. You can select just one, or up to all four.

Step 3: Click inside the ‘Filter by text’ box and type in the word(s) you want to locate.

  • For example, selecting ‘Marketing’ will filter for all those teams, roles and/or activities (depending on the filter type you’ve selected) with the word ‘Marketing’ in them.

    • The Team Headline stats will update to reflect the percentage of time spent on ‘marketing’ work.

  • You can also search for individuals who are assigned to certain roles, or roles themselves.

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