An overview of Check-ins
New
under the Check-ins
tab on your homepage or teamspacesNew
.Check-ins
tool and click on the tab Templates
.
Step 1: Click on the New
button to create a new template.
Step 2: Give the new template a title and add an icon, if you wish.
Step 3: In case you would like to use the template only for check-ins of one or more specific team(s), choose these from your list.
Step 4: Start typing questions for your check-in recipients to reply to each time the check-in is sent out to them. Further you can note down instructions on how recipients are supposed to fill-in their check-in.
Step 5: Use the Access button in the top right corner to allow further colleagues to view or edit the template, e.g. in case it needs to be adjusted at some point.
Step 6: Navigate to the Schedules tab to specify the time and frequency with which your check-in including template should be sent out.
Schedules
.
Step 1: Name the new schedule to be created.
Step 2: Specify the cadence with which the check-in should be sent out.
Step 3: Select the people who should receive the check-in.
Step 4: Specify the time and frequency with which reminders should be sent.
Step 5: Select the template for the reminder.
Each schedule page also contains an overview of all participants and their participation per check-in as well as the participation rate over time.