Some organizations work with very specific timeframes that fall outside of the normal ones (annual, quarterly, etc). If this is the case, you can create custom cadences to match the frequency in which you create new goals, and deliver results.

The first thing that you need to know about custom cadences is that they require that you create a Timeframe formula.

What are Timeframe formulas?

When you add cadences in Perdoo, they are auto-created for each reset based on the setup specifications. Timeframe formulas are a way of defining how your auto-created timeframes will be named (this will help you keep a consistent format).

These formulas have been pre-defined for the most frequently used cadences, but for those edge cases out there, this is how you can create your own.

Tags

Formulas are created by putting together pre-defined tags. These tags are divided into:

  • {start[week/month/year]}: use this to add the week, month or year your timeframe begins at, to the title.
  • {end[week/month/year]}: use this to add the week, month or year your timeframe ends by, to title title.
  • {counter}: us this if you simply wish to add a 1,2,3 to the title.

All tags:

{start[week]}
{start[month]}
{start[year]}

{end[week]}
{end[month]}
{end[year]}

{counter}    (ie. 1,2,3,4 ...)
{counter1}   (ie. 1,2,3,4 ...)
{counter2}  (ie. 1,2,1,2 ...)
{counter3}  (ie. 1,2,3,1 ...)

Example 1: Weekly cadence

If you'd like the Timeframe to show the end dates on the title as well, add {end[week]} to the end of the formula.

Always check the preview to check if the names will be represented as you want them to.

Example 2: Bi-monthly

When creating a Timeframe formula, it's common to add the name of the cadence at the beginning of the formula, so that it shows on the timeframe title once it's created. In this case, I removed it because I want the name of the timeframe to only indicate the two months it'll be active for. 

Example 3: Four months

On this example we have a cadence that runs every four months, which means there's 3 every year. Instead of using start and end dates, I'd rather have a counter that goes from 1-3 and then restarts after that.

If you have pre-existing Timeframes, to avoid duplicating timeframes make sure you map them to your custom Cadences:

  1. Click on Roadmap
  2. Click on Add cadence
  3. Select Type: Custom
  4. Add Name
  5. Add Start date
  6. Add number for "Reset every"
  7. Verify the Timeframe formula and edit if needed
  8. Select all Timeframes that fall into this cadence (past or present)
  9. Press Submit

*Note, the start dates and end dates need to match exactly your existing Timeframes, otherwise the Timeframe will show as INVALID in the dropdown and you will not be able to match them. End dates are determined by the Reset frequency you select.

If you're creating custom Cadences from scratch:

  1. Click on Roadmap
  2. Click on Add cadence
  3. Select Type: Custom
  4. Uncheck "Use existing Timeframes for this cadence"
  5. Add Name
  6. Add Start date
  7. Add number for "Reset every"
  8. Verify the Timeframe formula and edit if needed
  9. Preview your cadences at the bottom and edit if necessary
  10. Press Submit

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