Help centre
Run a focused monthly review
Package a clear period, the right Spaces, and an explicit review outcome for a teammate.
Run a monthly review
For people completing a monthly handoff.
Create a useful handoff
- 1Choose the month and the Spaces that belong in the handoff.
- 2Select a reviewer who can access every included Space.
- 3Add a concise note about what is complete and what needs attention.
- 4Use the authenticated review link to work from a frozen snapshot rather than a moving target.
Keep the review lightweight
A monthly review should make the next conversation easier: one shared context, one explicit period, and a clear outcome.
Put this into practice
Open the relevant Ratio workflow when you are ready.