Check-ins: the complete guide

A check-in records a goal's progress, status and a note at a moment in time. This guide lists every way one is made and every rule around it.

Ways a goal gets updated #

Check-in dialog

Check in on a goal: Check in beside the goal's title, Add check-in in its ⋯ menu, or Check-in in the side panel's Progress tab.

Goal list row

Check in from a goal list: drag the row's progress bar, or click it for the dialog.

Check in page

Check in on all your goals at once: one card per due goal. Works in a phone browser.

Slack

Check in from Slack: Check in from the reminder DM.

Suggested check-in

Use a suggested check-in: accept a draft Brev wrote, then save it.

Auto-track

Auto-track a goal: a connected app checks the value in on a schedule. Labelled Integrated check-in, or Checked in via the app.

Children

How parent progress rolls up: a parent on the Children method updates from its sub-goals. Labelled Updated from children.

Completing an action never moves a goal's progress. Progress comes from check-ins, child goals or auto-track.

Check-in dialog rules #

• The dialog opens on the goal's current progress and status.
• A Metric takes its current value: up to 6 decimal places and 14 digits before the point.
• Brev picks the status: On Track at or above expected progress, Behind up to 25 points below, At Risk further below. 0% far behind reads Not Started.
• Expected progress follows the goal's pace line, through any milestones.
• Picking a status yourself stops Brev changing it as you edit the number.
• Add check-in with nothing changed asks you to update the context, status or progress first.
• Saving shows a Check-in added toast with View Check-in.
• On a goal with no data source, Set up auto update opens Operator to connect one.
• Unsaved text is kept in this browser as a Draft. Editing an existing check-in makes no draft.

Completing and scoring #

• In the dialog, typing 100% picks Completed, unless you picked a status yourself.
• On the Check in page, and from auto-track or child goals, 100% stays On Track until someone picks Completed.
• In the dialog, Completed or 100% shows a score pill (0.0 to 1.0) and the button becomes Score goal, with a Score this goal? confirmation.
• Dragging a list row to 100% completes and scores at once, with no confirmation.
• On the Check in page, Completed adds a score pill and Add check-in saves with no confirmation.
• A goal with child goals needs a score picked by hand.
• A scored goal's status can't change again. Edit the scoring check-in to change the score.

Which goals Check in lists #

• Goals you own or co-own. Goals only shared with you are left out.
• Goals on a Current time period.
• Status Not Started, On Track, Behind or At Risk. Completed and Postponed are left out.
• Approved goals, where the organization approves goals.
• No person has checked in during the last 7 days. Roll-ups, integration refreshes and check-ins Brev filed don't count.
• Cards are ordered by end date, then status, then latest check-in.
• With nothing due, the page shows Check-ins complete!

Who can check in #

• By default: owners, co-owners, people and teams it's shared with, Team Admins over its team, Org Admins and the Owner.
• Observers never can. Only people in the same organization can.
• Anyone who can see the goal can comment and react.
• Only the author and Org Admins can edit or delete a check-in. See Edit or delete a check-in.
• Deleting the newest check-in reverts the goal to the one before, or to Not Started.
• Comments: see Comment on or react to a check-in.
• History: the goal's Check-ins tab lists check-ins newest first, with who, when, the change, status and note. See Check-in history.

Suggested check-ins #

• Brev drafts from meeting transcripts, connected apps and earlier updates.
• Drafts appear as a sparkle chip on Check in cards and in the dialog. They also appear atop the goal's check-ins and in Slack's Check-in Notes.
• In the dialog, the chip is hidden when editing a check-in or on a Completed goal. Clicking it shows a card named after the goal; clicking the card fills the form.
• On the Check in page, the green check copies the draft in and the red X dismisses it. Nothing saves until Add check-in.
• A draft never sets Completed: it becomes On Track.
• Brev doesn't file drafts on its own today. See Automatic filing.
• Suggested Check-ins in Settings, AI & agents, Capabilities is on by default. Off hides the dialog chip and goal page card, not the Check in chip.

Reminders #

• An admin sets the rhythm and channels. See Set up check-in reminders.
• Each send goes to active members with goals due on Check in, by email, Slack DM or Teams message, plus an in-app notification.
• The email and in-app reminders link to the Check in page. Slack opens its own check-in window.
• Members turn reminders off with their Check-in reminders setting in Notifications.

Checking in from Slack #

• Check in opens one page per goal: progress with -10% and +10%, Status, Check-in Notes.
• Save & next saves and moves on. Skip moves on without saving. Save & finish saves the last goal.
• When Brev drafted the note, Skip, and don't check in for me also shows.
• Saving the last goal closes the window. Closing with the X leaves the current goal unsaved.