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How can I customize the Goal Check-in frequency for our company?
How can I customize the Goal Check-in frequency for our company?

Admins can adjust goal check-in frequency in Teamflect by activating the "Goal Check-ins" feature, selecting intervals and start dates, setting specific days and times, and then saving the settings.

Livia avatar
Written by Livia
Updated over 6 months ago

You can edit the goal check-in frequency via Teamflect and choose the intervals at which you want to send the goal check-in cards to the people in your company.

Step 1

To make these adjustments, click on the "Admin Center" button at the bottom left side of Teamflect.

Step 2

Find "Modules" on the left navigation bar and click the "Goals" tab.

Step 3

Scroll down to the bottom and find the ''Send automated goal progress update reminders'' setting.

Step 4

You need to activate the "Goal Check-ins" button. When you turn on the "Goal check-in" button, you can make the necessary adjustments by clicking the ''edit reminder settings'' option.

Step 5

In the panel, you can specify how often the goal check-in cards will be sent. For example, you can choose “every 2 weeks.”

After you choose the interval, you can select the starting date of the goal check-in cards.

Step 6

You can then set which days of the week and at what time these cards will be sent.

Step 7

After making the adjustments, you can click “Save” to save these settings.

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