How to change the default check-in frequency for key results?

Category: OKRs

Profit comes seeded with a vast number of check-in frequencies that you can select from.

You can set the default check-in frequency for the OKRs of your teams and department according to their work plans.

Note: Frequencies are used only to set check-in periods. They do not serve any other purpose.

Find out more about reflect/reset how it can help you march in the right direction.

You need superuser access to do this activity.

Step 1:

Login to Profit.

From the left side navigation panel, select Settings → OKRs → Frequencies.

Navigation

You will be directed to the Frequencies page.

All Frequencies in Profit

Step 2:

Let’s say you have a different group of users and you want them to be able to check-in Monday and Friday.

So, in the Weekly updates section enable the toggles.

  • Every Monday.
  • Every Friday.

Weekly Updates

Next in the Monthly Updates enable,

  • Last day of the month.
  • 15th day.
  • 20th day.

Monthly Updates

Under Days of the month section enable,

  • 1st Monday.

Days of Month

Step 3:

To set default check-in frequency, click Please Choose and select,

  • Weekly Updates.
  • Every Friday.
  • Monthly Updates.
  • Last Day.

Now, when you create a key result, you see the above set default check-in frequencies in the section How often do you want to update status?

How often do you want to update status?

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