How to Run a Weekly Review

This guide walks you through a weekly review in MONOid — from setting up your review template to using your reflection to plan the next week. A weekly review takes 15–30 minutes and is the single most valuable habit you can build in the app.

What you'll do

1. Set up your weekly review template (first time only)
2. Create a weekly review from the Calendar
3. Work through template steps
4. Log accomplishments and disappointments
5. Check the Projects and Tasks panels
6. Turn reflection into action for next week

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1. Set up your weekly review template (first time only)

Before your first review, configure a template so your reviews have the right prompts. You only need to do this once — after that, every weekly review uses your template automatically.

1. Go to Settings (gear icon at the bottom of the sidebar).
2. Navigate to Workspaces > Personal (or your organisation workspace).
3. Open Reviews and select the Weekly type.
4. Add steps — these are the prompts you'll answer each week. Good starting steps:
   • "What did I accomplish this week?"
   • "What didn't go as planned?"
   • "What should I prioritise next week?"
   • "Is there anything I should stop, start, or change?"
5. Save the template.

You can add more steps over time as you learn what questions are most useful for you. See Templates for details on personal vs org templates and how they merge.

Tip: Start with 3–5 steps. Too many steps makes the review feel like a chore; too few and you'll skip important reflection. You can always adjust later.

2. Create the review

The fastest way to start a review is from the Calendar:

1. Click Home in the sidebar to open the Calendar.
2. At the bottom of the Calendar, you'll see review entries for the current period — click Weekly to open or create this week's review.
3. The review opens with your template steps loaded and ready to go.

If you've already created a review for this week, clicking opens it where you left off.

3. Work through the template steps

The left panel shows your review steps — ordered prompts from your review template. Each step has a checkbox and a rich text editor.

1. Start at the top and work through each step in order.
2. Write your response in the editor. Be honest and specific — this is for you.
3. Check the box when you're done with each step.

Steps are badged to show where they came from:

• Personal — From your personal template. Only you can see your responses.
• Org — From your organisation template. Responses are visible to org admins.
• Container — From a container-level template.

Tip: Don't overthink your answers. A few sentences per step is plenty. The goal is structured reflection, not long-form writing.

4. Log accomplishments and disappointments

Scroll to the Accomplishments and Disappointments section below the steps.

Accomplishments

1. Click to add a row in the Accomplishments table.
2. Enter a title — be specific (e.g. "Shipped onboarding flow" not "Made progress").
3. Optionally add a description for more context.
4. Link to projects and tasks — Use the selectors to connect each accomplishment to the relevant project or task. This creates traceable connections you can review in monthly/quarterly reviews.

Disappointments

1. Click to add a row in the Disappointments table.
2. Enter what didn't go as planned — be factual, not self-critical.
3. Link to projects and tasks where relevant.

Tip: Disappointments aren't failures. They're data. The things that didn't work are often the most useful inputs for planning the next week. Did you over-commit? Was there a blocker you didn't anticipate? Was the priority wrong?

5. Check the Projects and Tasks panels

The right panel shows two tabs:

• Projects — All projects that were active during the review week. Check: did the projects you intended to move forward actually move?
• Tasks — All tasks that were in scope for the week. Check: what got done, what's still in progress, what never got started?

Use these panels to spot:

• Stuck work — Tasks that stayed "in progress" all week may need to be split, re-scoped, or dropped.
• Unplanned wins — Work that got done even though it wasn't in the plan. Worth acknowledging.
• Scope creep — Tasks that appeared mid-week and displaced planned work.

6. Turn reflection into action

Now use what you've learned to set up the next week:

1. Update task statuses. Mark tasks done, move stuck tasks back to backlog or re-prioritise them.
2. Adjust projects. If a project isn't making progress week after week, consider pausing it or changing its scope.
3. Open the Calendar. With your review fresh in mind, plan the next week — triage My Inbox, drag tasks into routine blocks.

The review → plan loop is the core rhythm of MONOid. Each review informs the next plan; each plan gives the next review something to reflect on.

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When to review

Pick a consistent time and stick with it:

• Friday afternoon — Review the week, then plan the next one in the same session.
• Monday morning — Review last week before planning the current one.
• Sunday evening — Some people prefer a quiet moment before the week starts.

Consistency matters more than the specific day.

Going deeper

As you build the habit, consider adding:

• Daily reviews (5–10 minutes) — Quick end-of-day check-ins. Pair with daily notes for richer context in your weekly review.
• Monthly reviews — Zoom out to see patterns across weeks. Which projects consistently produce accomplishments? Which keep generating disappointments?
• Custom template steps — Tailor your review template to ask the questions that matter most to you. See Templates.

Next steps

• How to Plan Your Week — The planning side of the review→plan loop
• Reviews — Reference docs for the review system
• Accomplishments and Disappointments — Detailed reference
• Templates — Customise your review steps