Close out a period
When the period's end date has passed, a bar appears at the top: This period has ended. Grade your goals and roll unfinished work into the next period.
- 1Open Goals and select the period that has ended.
- 2On each goal, click Grade. Score it from 0.0 to 1.0. Score this goal from 0.0 to 1.0. In OKR scoring, 0.7 is success: hitting 1.0 every time means your goals were too easy. 0.0–0.3 missed · 0.4–0.6 made progress · 0.7+ success
- 3Optionally write a Reflection, then Save Grade.
- 4Close period when the grades are in.
- 5Roll over to move unfinished goals into a later period. Uncheck any that should stay behind. If no later period exists yet, one is created for you.Rolling over is a decision, not a default. Unfinished work that still
matters should be taken forward on purpose. Letting it sit on a closed period is how a goal quietly disappears.
You can reopen. Reopen period unlocks the period again if something was graded too soon.
The Retrospective tab is for the write-up after the numbers are in: what went well, what you would change, and whether the targets were the right ones. It is optional; closing the period does not require it.
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