Setting up your workspace

Choose when Brev reminds your team to check in, and whether reminders go by email, Slack or Microsoft Teams.

Add a quarter, half, year, month or custom date range that goals can be planned in.

At the end of a quarter or year, set the next period as Current so new goals, Check in and views move to it.

Which time periods are Current decides the default period for new goals, which goals Check in lists, and what views show by default.

Use a Custom time period to give a goal any start and end date, such as a three-year plan.

Use Terminology to call goals, metrics and projects by your own names, such as Objectives and Key Results, across the whole workspace.

Create, rename, recolor and delete the tags your team puts on goals and actions.

Send each person a weekday morning briefing and a Monday digest of last week, in Slack or Microsoft Teams.

Choose which AI features your workspace uses: suggested check-ins, goal insights, the goal coach, AI summaries and prompt recipes.

Turn on goal weights, multiple alignment, co-owners, private goals, milestones, tags and other goal features for your workspace.

Invite teammates by email, pick their role and team, and resend invitations that weren't accepted.

Add someone without an invitation email, so you can make them a goal owner before they sign in.

Make someone an Org Admin, Member, Observer or Guest, or transfer ownership of the workspace.

Remove someone's access when they leave, keep their history, and restore it later if needed.

Add a team with an owner and optional parent team, so its goals and view group together.

Nest sub-teams under a parent team so your workspace mirrors your org structure.

Change a person's role in a team, or hand the team to a new owner.

Tell Brev about your company, its industry, size and description, so its AI writes more relevant suggestions and recaps.