For asking your team recurring questions and gathering their answers all in one spot.
Jump ahead to:
- Pause, edit, or delete an automatic check-in
- Unsubscribe from automatic check-in questions or answers
Automatic check-ins go out to your team on a regular basis. You can send them daily, weekly, or monthly. Everyone in the Project can see the responses. Automatic check-ins keep teams up to date, and help your users get to know each other better.
Type your question, select who should be asked, then select how often and at what time you’d like to ask it.
When it's time to answer an automatic check-in, you'll receive a notification.
Best Practice - Use check-ins at the right times in the right spots.
Most projects only need a few check-ins. When you set those up, vary the times and dates throughout the week. It's best to avoid a dozen check-ins set to notify on a Friday morning.
Go to the check-in and click Edit from the
... menu in the upper right corner.
You can also put a check-in in the trash:
To pause, click the Stop asking this question link:
To start asking that question again, click the Start asking this question link:
If you don't need to be asked a check-in question, or don't need to see other people's answers, you can unsubscribe.
You can toggle between being asked (or not) from the menu for that question. Look for the
... menu in the upper right corner and choose whether to start or stop being asked that question.
If you don't need to be notified when other people answer a check-in, you can unsubscribe by clicking the link at the bottom of an email notification:
You can also unsubscribe from answers to that question via the menu in the upper right corner:
Removing the Automatic Check-in tool
You can hide a tool from a Project if it's not needed. See if a clear space really does organize the mind!
Here's how: Setting up Tools
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