Home Goals / OKRs How to Perform a Goal Check-In

How to Perform a Goal Check-In

Last updated on Nov 27, 2025

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1. Navigate to Goals Section

Click on the Goals module from the left navigation panel to get started with updating or tracking your goals

Navigate to Goals Section

2. Open the Check-In Option

Locate the goal for which you want to record a check-in. On the right side of the goal, click the Check-In button

Open the Check-In Option

3. Select Check-In for Today & Update Progress

Choose the Check-in for Today option, then select the appropriate progress value

Select Check-In for Today & Update Progress

4. Adjust Status

Based on the progress entered, the goal status will auto-update. If needed, you can manually change the status by selecting a different option from the dropdown

Adjust Status

5. Add Shared Context

In the Shared Context section, add any relevant notes or updates. You can also tag team members to notify them about this check-in

Add Shared Context

6. Submit Check-In

Click Check In to save your update. Your check-in will now be recorded

Submit Check-In

7. View the Updated Progress

After submitting, the new check-in will immediately reflect under the Current Progress section of your goal and will appear under the current month, since the check-in was made for today

View the Updated Progress