Check in on a goal
Update a goal's progress, status and a note from the check-in dialog on the goal page.
A check-in records where a goal stands now: its progress, its status and a sentence on why. It moves the goal's chart and history.
Who can do this: by default, the goal's owners, people and teams it is shared with, Team Admins of its team, and Org Admins. Observers never can. See Roles & permissions.
Add a check-in #
- On the goal page, click Check in beside the title. You can also choose Add check-in in the goal's ⋯ menu.
- Type the new percentage. For a Metric, type its current value. At 100%, Brev picks Completed and shows a score.
- In Add context..., write what changed.
- Check the status pill. Brev sets it from your progress against what's expected today. Click it to pick another.
- Click Add check-in. If nothing changed, it asks you to update the context, status or progress first. On a Completed goal the button reads Score goal, and Score this goal? asks you to confirm.
After you check in on a goal #
- The goal leaves your Check in list for 7 days.
- Pick a status yourself and Brev stops changing it as you edit the number.
- To finish a goal, pick Completed and score it. See Score a goal.
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Related
- Check in from a goal list
Drag a goal's progress bar in any goal list to check in without opening the goal.
- Check in on all your goals at once
Update every goal you own that is due for a check-in from one page, on a computer or a phone.
- Unsaved check-ins are kept as drafts
Close the check-in dialog before saving and Brev keeps what you typed as a draft in this browser.
- Check-ins: the complete guide
Every way to check in on a goal, which goals are due, suggested check-ins, reminders, Slack, who can check in, and editing, commenting and drafts.