How to set up custom check-in frequency?
Category: OKRs
Profit.co provides the option to set up a custom check-in frequency for Key Results.
Why this feature?
This feature enables the user to customize the frequency to perform check-ins for the Key Results. Subsequently, you can manage the frequency of your check-ins according to your needs.
Step 1
Navigate to Settings → OKRs→ Frequencies from the left navigation panel.
Note: Only Super Users have access to customize check-in frequency.
In the Frequencies page, select the Custom Tab and click on the Create button to custom-create your own check-in frequencies.
Name your frequencies and add check-in dates using the Add button. Once done click on Create button.
Note: The check-in frequency calendar will be displayed based on the quarter in which you are present. You can select dates from the current quarter's calendar.
Step 2
Once you add the dates, make sure to add the newly created frequency in the default frequencies section using Please Choose → Custom → Every 15 Days. You can edit the created frequency using the icon, if you wish to change the name or add/ delete check-in dates.
Step 3
The newly created frequency will now be added under the Default Frequency.
When you create a key result, add the custom check-in frequency.
Related Answer Post
To learn more about how to edit each check-in value in the check-in history for key results, click here.
Related Questions
-
How can the status of my key result be "Completed" even when my progress is only 50%?
In the OKR world, there are two key factors that need to be checked in regularly to assess progress and confidence: 1. ...Read more
-
How do I mark or distinguish Committed vs Aspirational OKRs using tags?"
Profit.co allows Super Users to create tags and attach them to Objectives and Key Results. You can name your tags as ...Read more
-
Will I receive notifications or reminders to update key results?
Yes. When you create a key result you will be selecting the check-in frequency(s) to update the progress you ...Read more
-
How can the department head see the progress of a departmental key result which is assigned to a team member as objective?
When the department head assigns a key result as an Individual objective to another employee, then he can track the ...Read more