# Overview

> One sortable, filterable table of every Item you can see—browse the whole Hierarchy, edit in place, and export to CSV

Canonical: https://docs.caskcode.io/strategy-hub/overview/

The Overview is the workhorse list view. Every [Strategic Item](https://docs.caskcode.io/strategy-hub/items) you can see appears here as a row in one tree-aware table. It is where you go to filter, sort, search, edit in place, or export many Items at once—the long-form companion to the Dashboard's at-a-glance cards.

## Reading the list

The Overview is a single hierarchical table. Each row is an Item, and parent rows expand and collapse so you can open a branch or fold it away—the Hierarchy you see on the [Hierarchy map](https://docs.caskcode.io/strategy-hub/hierarchy-map), laid out as rows. A count badge on a parent row tells you how many children are tucked under it.

Each row carries the Item's columns: its name and Type icon, progress, Status, Period, Owner, recent update, Teams, Labels, value, and start and end dates. Most of these are editable in place—click an Item's Status, Owner, value, or a date and a picker opens right in the row, so you can change it without opening the Item. Click the Item's name or key to open its full [Item details view](https://docs.caskcode.io/strategy-hub/items).

An Item you don't have access to still holds its place in the Hierarchy, but it renders as a stub row—just its key, Type icon, and a lock marker, with nothing to expand or open. See [Access and permissions](https://docs.caskcode.io/strategy-hub/access-and-permissions#restricted-items) for what makes an Item restricted.

![The Overview: a tree-aware table of Items with an expanded branch, each row showing progress, Status, Owner, Teams, and dates](media/overview-table.webp)

## Choosing columns

The table shows a standard set of columns out of the box—name, progress, Status, Period, Owner, recent update, Teams, Labels, value, and start and end dates. Use **Configure columns** at the right edge of the header to tailor which of them appear, so the list carries the fields the work in front of you needs and nothing more.

To reorder the rows themselves, use a row's **Move** handle: it picks the Item up so you can drop it under a new parent or among its siblings. Because moving an Item changes how its progress rolls up, which Insights it raises, and who can see it, Strategy Hub confirms the change before it commits.

## Filter, sort, and search

Three controls at the top of the list narrow it to the Items you want. The **Period** selector scopes the table to one planning Period, such as Q2 2026. The **Search by name or key** box matches Items as you type, so you can jump to one without building a filter. The **Filter** button opens a panel that combines several filters at once:

- **Status** — show only Items in the Statuses you pick, such as On Track or Off Track.
- **Type** — show only the Types you pick.
- **Owner** — Items owned by the people you choose.
- **Teams** — Items assigned to one or more Teams.
- **Labels** — Items carrying one or more Labels.
- **Parent** — Items nested under a particular parent.

**Clear all** resets the panel. Click a column header to sort the list by that column. A filter set you return to often can be kept: **Save filter** stores the current filters, and **Saved filters** lists what you've saved alongside built-in presets such as **My items** and **This quarter**.

![The Overview filter panel open, with the Status, Type, Owner, Teams, Labels, and Parent categories and a list of Statuses to check](media/overview-filter.webp)

1. **Filter** — the button that opens this panel. The categories you set here combine, so the list narrows to the Items that match all of them at once.

## Row actions

Every row carries a **more** menu with the actions you'd otherwise open the Item to reach:

- **Create** a child Item of a chosen Type directly under this row.
- **Show subtree** to focus the list on this Item and its descendants, or **Collapse all** to fold every branch back down.
- **Export subtree** to download just this Item and the Items beneath it as a CSV.
- **Archive** the Item.
- **Ask about this item** to put the question to [Rovo](https://docs.caskcode.io/strategy-hub/rovo-ai).

To start a brand-new top-level Item instead, use **Create new** above the list and pick its Type.

![A row's more menu open, listing Create with a child Type, Import from CSV, Export subtree, Clone, Collapse all, Show subtree, Ask about this item, and Archive](media/overview-row-menu.webp)

1. **more** — the button on every row that opens its actions menu, shown here on the top row.

## Exporting

Open **More actions** above the list and choose **Export to CSV** to download the list as a spreadsheet. The export follows what you see—the current filters decide which rows it contains. To go the other way, **Import from CSV** sits beside it; see [Import from CSV](https://docs.caskcode.io/strategy-hub/import-from-csv) for the column format and how rows map to Items.

## Related

- [Strategic Items](https://docs.caskcode.io/strategy-hub/items) — the full record behind each row, and where in-place edits land.
- [Hierarchy map](https://docs.caskcode.io/strategy-hub/hierarchy-map) — the same Hierarchy as a diagram instead of a table.
- [Insights](https://docs.caskcode.io/strategy-hub/insights) — the findings flagged on Items you scan in the list.
- [Import from CSV](https://docs.caskcode.io/strategy-hub/import-from-csv) — the inverse of export: build Items from a spreadsheet.