How to set up custom check-in frequency?
Category: OKRs
Profit.co provides an option to set up 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.
Note: Only Super Users have access to customize check-in frequency
Step 1:
Navigate to Settings → OKRs→ Frequencies from the left navigation panel.
Step 2:
In the Frequencies page, select the Custom Tab and click on the Create button to custom create your own check-in frequencies.
Step 3:
Note: The check-in frequency calendar will be displayed based on the quarter that you are present. You can either choose your check-in frequency date from the current quarter calendar or you can add check-in frequency for the past dates.
Step 4:
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 5:
The newly created frequency will now be added under the Default Frequency.
Step 6:
When you create a key result, add the custom check-in frequency using the + Add Frequency icon.
Step 7:
After adding your custom frequency, you can also delete/add frequency in this stage, here the frequency Every Friday is deleted. Once done, click Create.
Step 8:
After adding your custom check-in frequency for your new Key Result, You can perform check-ins in accordance with it.
Related Answer Post
To learn more about how to edit each check-in value in the check-in history for key results, click here.
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