How to create check-ins
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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.
Every week or month, the owner of an outcome will get a reminder to add a manually add a check-in to your Outcomes. Check-ins appear as a dot on the progress chart as well.
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 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.
