How to create a check-in
A check-in is a status update on your Outcomes. Check-ins are meant to be done on a regular basis to assure that you are on track with the Outcomes you're trying to achieve.
Only the owners of a specific outcome will get a check-in reminder, but every user of a workspace is allowed to add a progress update via a check-in.
- Click on the outcome in your Inbox or its corresponding plan to open up the details panel.
- From the details panel, click on the “Create check-in” button to open up the check-in modal.
- Fill in the details.
- Date: this is the date of the check-in. Defaults to the current date.
- Progress: this is the value of your update.
- Confidence: use the red/yellow/green status to indicate your confidence level
- Analysis: provide additional context to your update.
- Click “Create” to post your check-in.