Check-ins are team progress snapshots that capture notes, key result updates, and action items for a given date. The Check-in tab in the OKR Manager lists all check-ins for the selected cycle, grouped by year and month with the most recent first.

Accessing the check-in list

1. Navigate to your team's OKR page from the sidebar
2. Select a cycle period using the period selector in the header
3. Switch to the Check-in tab

The Check-in tab is only available when the cycle has been published (active or archived). Draft cycles do not show the tab.

What the list shows

Each check-in appears as a row inside a month group. A row displays:

• Date: The check-in date, shown in long format (e.g. "March 7, 2026"). Clicking the date opens the check-in in view mode.
• Author: The avatar and name of the person who created the check-in
• Note count: The number of notes attached to the check-in
• Action buttons: Quick actions for viewing, editing, sharing, and deleting

When a cycle has no check-ins yet, an empty state is shown with a prompt to create one.

Creating a check-in

Click the Create new check-in button at the top of the list. This opens the check-in editor where you can add notes, update key result values and statuses, and record action items.

Status labels (on track, behind, critical) are an optional feature controlled by your organisation admin under Settings > Features. When the feature is off, statuses are derived automatically from progress and the status labels are hidden.

Creating a check-in requires the create check-in permission for the team. The button is disabled on mobile devices because check-ins must be created on a desktop or tablet.

Viewing a check-in

Click the date in any row or the eye icon in the action buttons to open a read-only view of the check-in. The view shows all objectives, their key results with current values and statuses, and any notes or comments that were recorded.

Anyone with access to the team can view check-ins.

Editing a check-in

Click the pencil icon to open the check-in in the full editor. You can modify notes, update key result values, and adjust action items. Changes are autosaved as you work.

Editing requires the edit check-in permission.

Sharing a check-in

Click the share icon to open the share dialog. From here you can:

1. Copy a direct link: Click the copy button next to the URL to copy a shareable link to your clipboard. Anyone in your organisation with access to the team can open it.
2. Email the team: Click the email button to send the check-in to all team members. Depending on your organisation's settings, the email can include just a link or the full check-in report with all objectives, key results, and notes.

Sharing requires the email check-in permission.

Deleting a check-in

Click the trash icon to delete a check-in. A confirmation dialog appears showing the check-in date and warning that the action cannot be undone. Click Delete to confirm or Cancel to go back.

Deleting requires the delete check-in permission.

Tips for effective check-ins

• Create check-ins on a regular cadence: Weekly or bi-weekly check-ins help the team stay aligned without creating too much overhead
• Add notes for context: Numbers alone don't tell the full story; use notes to highlight wins, flag blockers, and outline next steps
• Share after each check-in: Emailing the check-in to the team keeps everyone informed, even those who didn't attend the meeting
• Review past check-ins: Scroll through previous check-ins to spot trends and track how blockers were resolved over time