Check In

Open Check In from the Goals section of the left sidebar (expand Goals first if it is collapsed). The page is headed Check in on your goals and shows one card per goal that is due. The form is inline, so you never leave the page.

A goal is due when all of these hold:

• You own it (as the owner or a co-owner). Goals that are only shared with you do not appear here, even though you can check in on them from the goal page.
• It is in the current time period.
• Its status is Not Started, On Track, Behind or At Risk. Completed and Postponed goals are never listed.
• Nobody has checked in on it in the last 7 days. Check-ins Brev filed on its own, roll-ups from child goals and integration refreshes do not count, so the goal stays due until a person checks in.

Cards are ordered by end date (soonest first), then by status, then by most recent check-in.

When nothing is due #

If none of your goals are due, the page shows Check-ins complete! with Your goals are all up to date. instead of cards. The same banner appears the moment you save the last card. A goal comes back once 7 days pass without a check-in.

Anatomy of a check-in card #

• Title and description, with a target icon for goals and a line chart icon for metrics. Hover the icon to see the goal's details.
• Progress. A goal has a slider and a percentage box, with a dotted marker showing where you would be expected to be by now. A metric shows the metric name and a value box instead. Either way, the change since the last check-in appears next to it once you edit the number.
• Add context... editor. Write a sentence about why the number moved. A formatting toolbar appears while you type in it. You can also paste an image from your clipboard, drag one in, or use the image button to upload a chart or screenshot directly into the note. The cursor lands on the line below the image so you can keep writing, and clicking under an image puts it there too. To take an image out, hover it (or tap it) and press the X in its corner, or click it and press Backspace. Typing ->, <= and similar pairs turns them into symbols, and typing : plus a few letters opens an emoji menu (see Typing shortcuts).
• Status pill: Brev sets it from your progress compared with the expected line as you move the number. Click it to pick a different one: Not Started, On Track, Behind, At Risk, Postponed or Completed.
• A badge for the connected integration, when the goal is fed by one.
• Suggested check-in chip: a sparkle followed by the start of a draft Brev wrote for this goal, shown next to the save button when Brev has one (see below). While Brev is fetching it you see Generating....
• Add check-in: saves. The card slides away, and the goal stays off this page for 7 days.

Using a suggested check-in #

1. 1
   Open the draft

   Click the sparkle chip. A Suggested check-in panel opens on the card with the full text.
2. 2
   Accept or dismiss it

   The green check copies the draft into the context box (the panel shows Adding check-in... while it does). The red X throws the draft away. A suggestion never sets the status to Completed: if the draft says Completed, the card gets On Track and you choose Completed yourself.
3. 3
   Edit and save

   Accepting does not save anything. Sharpen the text, adjust the number or status, then click Add check-in. It is saved under your name, like any check-in you write.

The chip appears on this page whenever Brev has a draft for the goal, and never on a Completed goal. The Suggested Check-ins setting in Product settings hides drafts in the check-in dialog and on the goal page, but not here.

Completing and scoring a goal #

Choosing Completed in the status pill reveals a score pill next to it, reading for example Score: 0.4. Brev fills it in from your progress; open it to pick any score from 0.0 to 1.0. Add check-in then saves a scored check-in straight away (there is no confirmation step here, unlike the check-in dialog) and the goal leaves the page while it stays Completed. If that check-in is later deleted, the goal reverts and can become due again.

• Reaching 100% does not complete a goal on its own. The status stays On Track until you pick Completed.
• A goal with child goals gets no score filled in for you. Pick one before you save, or the card will not save.

Pull a goal, project, or person into what you're writing #

In the context box (and in check-in comments, meeting notes, and agenda blocks) type / at the start of a word to open an insert menu, or @ if you're reaching for a person first. Both menus search the same things: your goals and projects, and your teammates. Keep typing to filter, arrow up/down to move, Enter or Tab to insert, Esc to dismiss.

• Picking a goal or project drops a clickable chip into the sentence, linking to that goal's page. The chip shows the same icon as the menu (objective, key result or project), and hovering it shows the goal's card: its status and progress, owner, team, time period and what it is aligned to. It's a reference, not a notification: nobody gets pinged.
• Picking a person inserts the usual @-mention chip, which does notify them, exactly as it always has.
• You'll only ever see goals you're allowed to open, so a private goal you don't have access to never shows up in the menu.

When to check in #

Your admin sets the organization's Check-in rhythm (for example 'Mon at 08:30') in Product settings, and reminders go out by email, Slack or Microsoft Teams on that schedule. The email links straight to this page. Most teams do their batch on Friday afternoon or Monday morning.

When Brev writes a check-in for you #

Brev drafts check-ins from your goal's real activity (meeting transcripts, connected integrations, and your own previous updates) and brings the draft to you rather than making you start from a blank box. On this page it shows up as the Suggested check-in chip described above, and on the goal page as a Suggested check-in card at the top of the check-in timeline. In Slack it arrives already typed into the check-in box, so answering is one click.

Rating a suggested check-in #

Tell Brev whether a draft was any good from the Suggested check-in card on the goal page. That card appears only when Suggested Check-ins is on for your organization.

1. 1
   Expand the card

   Click show more (or the card itself). Thumbs up and thumbs down buttons appear at the bottom left, next to accept and reject on the right.
2. 2
   Pick a thumb

   Thumbs up is Helpful and thumbs down is Not helpful. A small box asks What was helpful? or What could be better?
3. 3
   Add a note, or skip it

   Type a note and click Submit (or press Cmd/Ctrl+Enter), or click Skip to send just the thumb.

Your rating is yours alone: other people see their own, not yours. Click the highlighted thumb again (its tooltip reads Remove) to take the rating back, or click the other one to change it.

1. 1
   Brev drafts it

   It reads what actually moved on the goal and writes a value, a status, and a sentence of context, with citations back to what it read.
2. 2
   You get a deadline

   The clock starts when the reminder reaches you, and the draft comes due 24 hours later, moved forward to the next weekday send window if that lands outside your organization's hours. A draft that reaches you on Friday evening comes due Monday morning, not over the weekend. The reminder itself tells you when, in your own timezone, and the draft repeats it when you open the goal. If one reminder covers goals with different deadlines, it names the earliest.
3. 3
   Answer, and it is yours

   Save it, sharpen it first, or write something else entirely. Anything you save is an ordinary check-in in your name.
4. 4
   Say nothing, and Brev files the draft

   Past the deadline the draft is filed as written, and the check-in records that Brev wrote it.

A check-in Brev wrote is labelled as such #

It carries a Written by Brev pill in the goal's check-in timeline: no avatar, no person's name. It also does not stand in for your own update: it is left out of your check-in streak and your engagement figures, and the goal stays in your Check In queue so you can still write the real one.

Brev backs off when you stop answering #

Silence is treated as a signal, in two steps. After one unanswered auto check-in, Brev stops carrying your progress number forward. It still files the narrative and the status, but the number is left where you last put it, because nobody has confirmed it moved. After two in a row, Brev stops filing on that goal altogether and waits for you. Writing any check-in yourself, from anywhere, resets both.

Turning filing off #

Switch Let Brev check in for me off in Notifications settings, under Automatic check-ins. Drafts keep arriving; Brev just stops filing them, so you can still write every check-in yourself. Until you set that switch, it follows your Check-in reminders setting. A person who switched proactive check-in messages off has said the thing this reads, so Brev never starts writing for them uninvited.

Delegating check-ins #

To share the work of checking in, add a co-owner in the goal's owner field on the goal page. Co-owners need Shared Ownership turned on in Product settings. A co-owner sees the goal in their own Check In page and can check in on it. Every check-in is attributed to the person who wrote it.

Sharing a goal with someone also lets them check in (see below), but only from the goal page: a shared goal never appears on their Check In page.

Who can check in on a goal #

The check-in gate is intentionally wider than the edit gate:

• Anyone listed as an owner of the goal.
• An admin of the owner's team (or of any team above it).
• Anyone the goal is shared with by name, through the People option of a private goal's visibility.
• Anyone on a team the goal is shared with, through the Teams option of a private goal's visibility.
• Org Admins and Owners.

Observers stay read-only even when a goal is shared with them.

Editing or deleting your check-in #

Check-ins are edited from the goal's check-in timeline (the Check-ins section of the goal page, or the goal's quick view), not from this page. Hover an entry and open its ... menu (tooltip Check-in actions):

• Edit check-in opens the check-in dialog filled in with that check-in's value, status, score and note. Change what you need and click Update check-in. Only the person who wrote it and Org Admins see this option.
• Delete check-in asks you to confirm, then removes it. Only the person who wrote it and Org Admins can delete it.

The most recent check-in drives the goal's displayed status and progress. Delete it and the goal reverts to the next most recent one, or back to Not Started if it was the only one. If that leaves the goal with no check-in from the last 7 days, it shows up on your Check In page again. Check-ins from roll-ups, integrations and Brev itself have no menu.