Generally, we recommend that goals are updated on a weekly basis so that you always have an up-to-date view of how your goals are progressing. However, some goals, especially longer-term ones, don't progress as often as others. For example, your annual OKR may only need updating once a month, while your quarterly OKRs every week.
Perdoo offers you the flexibility to choose how often each goal should be updated, anywhere between weekly and yearly, so that Perdoo can highlight goals requiring an update.
KPIs
By default, the update frequency for KPIs will be set to Monthly.
You'll find the option to customize the update frequency for a KPI in the right side panel when editing a KPI:
OKRs
The OKR update frequency will default to the 'Default update frequency' for the cadence of the timeframe. A Superadmin can customize the default frequency for each cadence in Configure (in which case you can still adjust the update frequency per OKR).
You can change the update frequency for a specific OKR:
Under 'Advanced options' when creating an OKR:
In the right side panel when editing an OKR:
When a goal is considered 'Outdated'
The button for a goal will change from 'Update' to 'Update due', and therefore 'Outdated', based on the following table:
Update frequency | Days without a qualifying update before it can be “Outdated”/'Update due' |
Weekly | 7 days |
Every 2 weeks | 14 days |
Monthly | 30 days |
Quarterly | 90 days |
Every 4 months | 120 days |
Every 6 months | 180 days |
Annually | 365 days |
You can update your goals at anytime, but a goal will surface as "Update due" based on the above table.
A goal that has "Update due" will also be considered 'Outdated' in Explore, and in the Engagement and Performance dashboards.
After you update your goals, the "Update due" button will change to 'Update'.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.