How to create check-ins

Post a progress value, confidence, and analysis for an outcome or key result

A check-in is a dated progress update on an outcome or key result. It combines the latest metric value with your confidence and a short analysis so others can understand both the number and the story behind it.

Outcome owners receive reminders based on the plan's check-in schedule. Other workspace members who can update the outcome can also create a check-in when needed.

Each saved check-in appears on the outcome's progress chart, giving your team a history of progress and confidence over time.

How to create a check-in

Check-ins in Tability

1. Open the outcome from My focus, your Inbox, or its plan.

2. From the details panel, click Create check-in.

   

   How to create a new Check-in
3. Complete the update:

   • Date: When the progress value applies. It defaults to today.

   • Progress: The outcome's current value.

   • Confidence: Green for on track, yellow for at risk, or red for off track.

   • Analysis: What changed, why, and what happens next.

4. Click Create to post your check-in.

Write an actionable analysis

Explain whether the result matches expectations, what affected it, and the next action or help needed. The progress value shows where the outcome is; the analysis should explain why it is there.

See Check-ins best practices for examples and a review checklist.