Retrospectives

A simple way to reflect on your progress and share thoughts with your team

Overview

Retrospectives are shareable plan documents for reflection, commentary, and end-of-period review. They are different from dashboards: instead of monitoring live status, they help you explain what happened and what you learned.

You can use retrospectives to capture monthly or quarterly reflections around your goals and then share them with your team.

Retrospectives are available in Premium workspaces and active trials.

Creating a new retrospective

Follow these steps to create a new retrospective:

1. Go to a Tability plan

2. Click on the Retrospectives tab

3. Click on Create new

4. Give a name to your retrospective

5. Click Save

You will be redirected to the edit view of your new retrospective.

Once you're in the editor, you can click on any section of your retrospective to edit it.

If you're starting from a blank retrospective, you can either populate it from a template or ask AI to draft the initial content for you.

Retrospective components

A retrospective can be composed of several components.

Text section

A text section is a rich text component that allows you to add formatted text and images.

Objective section

You can drag objectives into your editor to add an objective section to your retrospective.

You can click on the objective to update its status, progress score, and analysis.

Outcome section

You can also add outcome sections so the retrospective includes individual outcome status and the latest check-in context.

Publishing a retrospective

A new retrospective will have a draft status. You'll need to publish your retrospective to activate the sharing features.

Sharing a retrospective

There are 2 ways that you can share a retrospective.

Download as a PDF

You can download a PDF version of your retrospective, and share it with your team.

Public link

Once you enable public sharing for the retrospective, you can copy a unique link for people outside the workspace.

Retrospectives vs other reporting views

Use Retrospectives when you want a written review with context, learnings, and commentary.

Use Custom Dashboards or Workspace Insights when you want an interactive workspace view.

Use Presentation Mode or TV Mode when you want to present a single plan live.