Check-ins are team progress snapshots that capture notes, key result updates, and actions for a given date. The Check-ins section of a team workspace lists all check-ins for the selected cycle, grouped by year and month with the most recent first.
Accessing the check-in list
- Open your team from the Teams page
- Choose Check-ins in the team's section menu (or the Check-ins button on the team card on your home page)
- Select a cycle period using the period selector at the top
Check-ins are only available once the cycle has been published. On a draft cycle the section reads OKRs Not Yet Published and asks you to publish from the Create tab first.
What the list shows
Each check-in appears as a row inside a month group. A row displays:
- Date: The check-in date. Clicking the row 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
- Actions: View, Edit, Share, and Delete buttons
When a cycle has no check-ins yet, the list reads No check-ins yet.
Creating a check-in
Click Create new check-in at the top of the list. This opens the check-in composer where you add notes, update key result values and statuses, and record actions. See Creating a Check-in.
Creating a check-in requires membership of the team (or Admin or Owner access) and an active cycle. The button is not shown on archived cycles.
Viewing a check-in
Click a row or its View button to open a read-only view of the check-in. The view shows all objectives, their key results with the values and statuses recorded at that date, and any notes. Per key result you can toggle View history and View comments. Press Escape to close.
Anyone with access to the team can view its check-ins.
Editing a check-in
Click Edit to reopen the check-in in the composer. You can modify notes, add progress updates, and adjust linked actions. Changes autosave as you work.
Editing requires membership of the team or Admin or Owner access.
Sharing a check-in
Click Share (or Share in the composer footer) to open the Share Check-in dialog. From here you can:
- Copy a direct link: Click Copy link next to the URL. Anyone in your organisation with access to the team can open it.
- Email the team: Send the check-in to all team members. Under Email content, choose Link only or, when the Check-in email reports feature is enabled, Full check-in details to include all objectives, key results, and notes in the email.
Deleting a check-in
Click Delete to remove a check-in. The Delete Check-in dialog shows the check-in date and warns that the action cannot be undone. Click Delete to confirm or Cancel to go back.
Deep links
Check-in links look like /view/check-in/.... Opening one takes you straight to the team's Check-ins section with that check-in open, provided you belong to the organisation and have access to the team.
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