Close out a quarter or time period

At the end of a quarter, score what you finished and move the rest into the next period. Your history stays in the old period.

Close out a period #

1. 1
   Refresh tracked values

   On each auto-tracked goal, click the refresh icon on its connection to read the latest value. See How often it updates.
2. 2
   Score each goal

   Check in with Completed, pick the score, and write what happened in the same check-in. See Score a goal.
3. 3
   Clone the goals you carry forward

   Select them, stage the next Time period in the toolbar, flip Clone, and click Clone…. See Clone a goal.
4. 4
   Make the next period current

   An admin who can manage time periods sets the new period as Current. See Roll over to a new time period.

• Scored goals stay in the old period's views. Set the Status filter to Completed to list them.
• Score parents yourself too. A parent's score is not calculated from its sub-goals; only progress rolls up.

To review a past quarter later, pick it in a view's time period filter. See Views.