Monthly Review

A monthly review covers one calendar month (first day to last day). You create one from the Reviews index (Create Review > Monthly); the app derives the month from the review date.

What makes monthly reviews different

• Period is a full calendar month. Accomplishments, disappointments, and the Projects/Tasks panels are scoped to the month. Good for spotting patterns that don't show up day-to-day or week-to-week.
• Scheduling options. In Settings you can configure when you run monthly reviews: first day of month, last day, first Monday (or any day of week), last Monday (or any day of week), or a custom day (1–31). This sets your rhythm — the app doesn't auto-create.
• Longer-horizon prompts. Monthly templates typically include questions about goals, direction, and what to change — not just "what shipped."

Quarterly and annual reviews

The app also supports Quarterly and Annual review types. They work identically to Monthly but with a quarter or year as the period. Scheduling options (e.g. last day of quarter, first day) are in Settings. These types may require a higher plan tier.

Related pages

• Reviews — The review loop and how reviews work
• Weekly — Week-scoped reviews
• Templates — Customise your Monthly template
• Review Steps and Interface — How steps work at runtime