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 using the + add icon.
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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