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.

frequencies

Step 2:

In the Frequencies page, select the Custom Tab and click on the Create button to custom create your own check-in frequencies.

custom-tab

Step 3:

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 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.

create

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 custom-every-15-days icon, if you wish to change the name or add/ delete check-in dates.

edit_icon

Step 5:

The newly created frequency will now be added under the Default Frequency.

default-frequency

Step 6:

When you create a key result, add the custom check-in frequency using the + Add Frequency icon.

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.

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.

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.

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