How to freeze/restrict the past quarter check-ins on OKRs?

Category: OKRs

Profit.co provides an option to stop check-ins for the key results, which are present in the past quarters.

Why this feature?

  • Freezing past quarter check-ins prevents accidental changes, maintaining the accuracy and integrity of historical OKR data for analysis and reporting.
  • Restricting edits to past quarter check-ins ensures teams are accountable for their results, fostering a focus on progress and learning for the next cycle.

Step 1

Navigate to Settings → OKRs → Authoring from the left navigation menu.

Under the Check-ins menu disable the toggle for option Allow past/future period check-ins.

Step 2

Presently we are now in the quarter Q1 2025 and if any Profit user tries to make check-ins for the key result in the period Q3 2024.

We can’t be able to make the check-in and we will be getting a caution message that You are not allowed to do the check-in for this target period. Please contact the Admin.

Note: Even if the periods are present in the custom range for a key result we will be getting the same warning message.

Related Answer Post

To learn the process of OKR periods, click here.

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