How to use the complete and close option during Reflect and Reset?

Profit.co allows you to complete and close the OKR during the Reflect/Reset process.

Why this feature?

• By the end of every quarter, you can reflect on your past OKRs and can reset them for the next quarter, by doing this either you can complete and close the existing OKR or you can reset it again in Profit.co.
• Completing and closing tasks ensures accurate progress tracking and reporting, clearly showing what’s been accomplished.

Note: Profit.co allows you to Reset the completed OKRs too.

For instance, Let’s say a user has created an objective to Build a High-Quality Inbound Lead Pipeline and he has completed it.

At the end of the quarter, the user wants to Reflect/Reset OKR.

Step 1

On the OKR overview page click the Reflect/Reset option.

Click on the Reflect button. A side panel will open with reflect questionaries, once answered click on the Reflect button.

Step 2

Now, click the Reset button.

Click on the Next button if you do not want to change the objective.

Step 3

Here you have various options for resetting the key results. 

Select the Complete & Close option if you want to complete and close the key result and do not want to reset to the next quarter.

If you want to Extend the KR progress as is to the next quarter click on the Extend as is option and click on Next.

If you want to Modify the progress on the same key result and continue next quarter, Click the Modify & Continue option.

If you want to add the key results to the backlog and use it later, Click on the Add to Backlog option.

Finally, Click Reset to reset the OKRs.

A new Objective will be created for the next quarter with the only key results which you extended as is.

Related answer post

To learn more about how to enable Reflect/Reset click here.