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Roll over to a new time period

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

Last updated Nov 10, 2026

admin only
Open in app
Settings, Time periods, with period badges grouped by type.

Rolling over marks a new period as Current. Brev updates the other periods of that type for you.

Who can do this: roles with Manage time periods, Owners and Admins by default. See Roles & permissions.

Set the new period as Current #

  1. Open Settings. Under Workspace, click Time periods.
  2. Hover the badge of the period you're moving to. If it doesn't exist yet, create it first.
  3. Click the check-circle icon on the badge. Its tooltip reads Set as current time period.
Success check
The badge gets a green outline and a green icon. Hover it and the tooltip ends in (Current).

After you roll over to a new period #

  • Every other period of the same type becomes Past if it ended before the new one starts. The rest become Next.
  • Other types don't change, so roll your year over separately.
  • New goals, Check in and default views follow the new period. See What the Current time period does.
  • Goals stay on the period they were on. Clone a goal to carry it into the new period.
PreviousCreate a time periodAdd a quarter, half, year, month or custom date range that goals can be planned in.
NextWhat the Current time period doesWhich time periods are Current decides the default period for new goals, which goals Check in lists, and what views show by default.
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Related

  • Create a time period

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

  • What the Current time period does

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

  • Workspace setup: the complete guide

    Every setting an admin uses to set up Brev: time periods, check-in reminders, terminology, tags, AI capabilities, members, roles, teams and the company profile.

On this page
  • Set the new period as Current
  • After you roll over to a new period