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Check-in Notes & Actions

Check-ins capture more than numbers. Notes add context at the team or key-result level. Actions (when enabled for your organisation) record follow-up tasks linked to the check-in or a specific key result.

Note: Actions require the Actions feature to be enabled for your organisation.

Notes ​

General notes (Overview and Complete steps) ​

On the Overview or Complete step, use the Notes tab and type in the general notes field (placeholder: add general notes for this check-in...).

General notes are not tied to a single key result. Use them for meeting summaries, team mood, or topics that span multiple OKRs.

Key result notes ​

On each key result step, open the Notes tab and add text specific to that KR (placeholder: add a note for this key result...).

Empty notes are removed automatically when you navigate away from the field.

Previous notes ​

The Previous notes section shows notes from the last check-in for the same key result (or No notes if none exist). This helps you compare what changed since the last meeting.

Actions during a check-in ​

When Actions is enabled, each key result step and the Overview include an Add actions tab alongside Notes and Update Progress.

Adding an action ​

Check-in Overview with Add actions tab and action form

  1. Open Add actions
  2. Enter a title (What needs to get done?)
  3. Optionally set Owner, Deadline, Description, and Status (Planned, In progress, or Done)
  4. Click Add action

If the check-in has not been saved to the server yet, OKRnest saves the check-in first automatically so the action can be linked. If that save fails, you'll see a message to save the check-in before adding actions.

Press Enter in the title field to submit quickly.

Linked actions list ​

Linked actions shows actions already tied to this key result (or to the team without a KR on the Overview). You can:

  • Mark items complete or change status from the list
  • Load more with Show done actions when completed items are hidden
  • Delete an action (confirmation: Delete action?)

On the Overview, linked actions use team-wide scope (actions not tied to a specific KR). On a KR step, the list is filtered to that key result.

Other panels on a key result step ​

Key result step in a check-in showing Notes, Update Progress, and Add actions tabs

  • Status history: Progress chart and past updates for the KR (No progress data yet if empty)
  • OKR Supported by: Objectives or key results that align with this KR (when alignment is enabled)

Where actions live after the check-in ​

Actions created during a check-in appear on:

  • The team's Actions board (if your plan includes Actions)
  • My actions in the sidebar for items you own

They remain linked to the key result or team scope you chose during the check-in.

Tips ​

  • Separate signal from noise: Use KR notes for blockers and wins; use general notes for decisions that affect the whole team
  • Create actions for commitments: If someone says "I'll fix the API by Friday," add an action with an owner and deadline while the group is still in the meeting
  • Skim previous notes: Quick scan of last check-in notes avoids repeating the same discussion
  • Update progress in the same pass: Switch to Update Progress on each KR so numbers and narrative stay in sync