Daily Report Check-in Settings Overview

Standupify's Daily Report Check-in Settings page provides comprehensive controls for customizing and managing your team's asynchronous daily standup workflows within Google Chat. This feature is crucial for tailoring the standup experience to your team's specific needs, ensuring efficiency and relevant communication.

Users benefit from tailored standup questions, flexible scheduling that accommodates different time zones, and control over response visibility. The ability to direct summary reports to either personal messages or a shared Google Chat Space ensures team alignment and efficient information dissemination, leading to more focused sync meetings and improved productivity.

Accessing Settings

You can navigate to these settings via the breadcrumbs at the top of the Standupify interface: Home > Teams > [Your Team Name, e.g., C2C Dev/QA] > Daily Report > Settings. The 'Settings' tab will be highlighted, indicating you are on the configuration page.

Configuration Sections Overview

The settings are organized into several intuitive sections, each controlling a different aspect of your daily check-in:

General Settings

This section covers the fundamental aspects of your daily check-in:

• Check-in name: An editable text field where you can define or change the name of this specific daily report (e.g., "Daily Report"). This name is used consistently across the platform.
• Check-in type: Displays the type of check-in, which is typically STANDUP for daily reports.
• Check-in members can see only own responses: A toggle switch that restricts team members from viewing others' standup responses when enabled, promoting individual focus before a consolidated summary.

Questions

This section allows you to customize the core questions posed during the standup. These questions are sent by the bot to each participant.

• Editable text fields are provided for each of the classic standup prompts:
  • "What did you do yesterday?"
  • "What will you do today?"
  • "What (if anything) is blocking your progress?"

Changes here will apply to all new check-ins sent by the bot.

Schedule

Define when Standupify sends out the daily check-in questions to your team members.

• Days of the week: Select specific days when the check-in questions should be sent.
• Start time: Set the exact time when the Google Chat bot will initiate the standup questions.
• Your timezone: Displays your current timezone for reference.
• Team Timezones: This useful feature shows a list of timezones relevant to your team members, along with the corresponding local start times for each. This helps in coordinating standups across distributed teams.

Summary Report

Configure how and when the consolidated daily summary report is generated and distributed.

• Summary time: Specify the time when the Standupify bot will compile and send out the summary report. This is separate from the question start time.
• Report Destination: Choose where the summary report will be sent:
  • Personal message: The bot sends individual summary reports to each team member.
  • Space: The bot publishes the consolidated summary to a designated Google Chat Space, allowing all coworkers to view it.
• Summary space: If 'Space' is selected, a dropdown menu allows you to select an existing Google Chat Space. A refresh icon is available to update the list, and a + Add bot to the space link helps integrate the bot if it's not already there.

Participating Users

This section allows you to manage which team members are included in this specific daily report check-in.

• A list titled "CHECK-IN QUESTIONS WILL BE SENT TO:" displays all potential participants with their avatars.
• Each user has an individual toggle switch, enabling you to easily activate or deactivate their participation.

Manage Check-in

At the bottom of the page, you'll find actions related to the overall status of the daily check-in.

• Activate / Deactivate: If the check-in is currently inactive, an 'Activate' button will be visible. If active, a 'Deactivate' option will be present. Deactivating stops the bot from sending questions but preserves all data, allowing for re-activation later.
• Delete check-in: A prominent red button to permanently delete the check-in. A warning 'It is irreversible' underscores the finality of this action, removing all associated data for all users.

After making any changes to these settings, remember to click the Save button located at the bottom right of the page to apply your configurations.

Frequently asked questions

What are the Daily Report Check-in Settings for?

The Daily Report Check-in Settings page in Standupify allows administrators and team leads to fully customize their daily standup process. You can define check-in questions, schedule bot prompts, manage participant lists, and configure summary report delivery within Google Chat.

Who typically manages these settings?

These settings are primarily managed by Team Leads, Project Managers, Scrum Masters, and Administrators who need granular control over how asynchronous standups are conducted and shared within their Google Chat Spaces.

What can I customize in the General settings?

In the General settings, you can edit the 'Check-in name' (e.g., 'Daily Report') and toggle 'Check-in members can see only own responses' to control the privacy of individual standup responses before the summary is shared.

How do I control who sees standup responses?

You can use the 'Check-in members can see only own responses' toggle in the General settings. When enabled, team members can only view their own responses, promoting individual focus before a consolidated summary is delivered.

What is the purpose of the 'Summary Report' section?

The 'Summary Report' section allows you to configure when the consolidated daily summary report is generated and where it is distributed. You can set the 'Summary time' and choose to send it via 'Personal message' to each employee or to a specific 'Space' in Google Chat.

Why are Team Timezones displayed?

Team Timezones are displayed in the Schedule and Summary Report sections to help you coordinate standups across distributed teams. They show the corresponding local start and summary report times for participants in different timezones, ensuring everyone receives prompts and reports at appropriate local times.