How to Customize Your Daily Standup Check-in Settings

Standupify's Daily Report Check-in Settings page allows Team Leads, Project Managers, Scrum Masters, and Administrators to fully customize their team's daily standup process. Follow these steps to configure your check-ins:

Accessing Daily Report Check-in Settings

1. From the Standupify interface, navigate using the breadcrumbs: Home > Teams > [Your Team Name] > Daily Report > Settings. The 'Settings' tab will be active.

Configuring Your Daily Check-in

1. Adjust General Settings

In the 'General' section:

1. Check-in name: Click the text input field (e.g., 'Daily Report') to change the name of this specific check-in.
2. Check-in members can see only own responses: Toggle this switch to enable or disable participants from viewing each other's responses before the summary report.

2. Customize Standup Questions

In the 'Questions' section:

1. Click on the text fields for 'What did you do yesterday?', 'What will you do today?', and 'What (if anything) is blocking your progress?' to edit the default questions. These changes will apply to new check-ins sent by the bot.

3. Set the Check-in Schedule

In the 'Schedule' section:

1. Days of the week: Select the specific days (e.g., Mon, Tue, Wed, Thu, Fri) when the check-in questions should be sent.
2. Start time: Use the time input field (e.g., '7:30 am') and the calendar icon to set the exact time the bot will send out the questions.
3. Review 'Your timezone' and 'Team Timezones' to understand how the schedule affects distributed team members.

4. Configure Summary Report Delivery

In the 'Summary report' section:

1. Summary time: Set the time (e.g., '9:00 am') when the consolidated summary report should be generated and sent.
2. Report Destination: Choose between 'Personal message' (to each participant) or 'Space' (to a Google Chat Space) using the radio buttons.
3. If 'Space' is selected, use the 'Summary space' dropdown to choose an existing Google Chat Space. If the bot is not in the space, click '+ Add bot to the space'.

5. Manage Participating Users

In the 'Participating users' section:

1. Review the list titled 'CHECK-IN QUESTIONS WILL BE SENT TO:'.
2. Use the toggle switch next to each user's name to activate or deactivate their participation in this specific daily check-in.

6. Manage the Check-in Status

In the 'Manage Check-in' section at the bottom:

1. If the check-in is currently deactivated, click the 'Activate' button to enable it.
2. If the check-in is active, you will see a 'Deactivate' option to temporarily pause it.
3. To permanently remove the check-in and all its data, click the red 'Delete check-in' button. Be aware that this action is irreversible.

Saving Your Changes

After making all desired modifications across the settings page, ensure you click the Save button located at the bottom right to apply your new configurations.

Frequently asked questions

How do I customize the questions for my daily standup?

Navigate to the 'Questions' section within the Daily Report Check-in Settings. You will find editable text fields for 'What did you do yesterday?', 'What will you do today?', and 'What (if anything) is blocking your progress?'. Edit the text as desired and click 'Save'.

When will Standupify send out the daily check-in questions?

In the 'Schedule' section, you can select the 'Days of the week' and define the 'Start time' for the bot to send out check-in questions. The interface also displays 'Team Timezones' to show corresponding local start times for participants.

How can I manage who participates in a specific daily report?

Go to the 'Participating Users' section. You'll see a list of team members with individual toggle switches. Simply toggle the switch next to a user's name to activate or deactivate their participation in that specific daily check-in.

Where will the daily standup summary report be published?

Under the 'Summary Report' section, you can choose the delivery method: 'Personal message' to each employee or to a specific 'Space'. If 'Space' is selected, use the 'Summary space' dropdown to select the desired Google Chat Space.

How do I activate, deactivate, or delete a daily report check-in?

At the bottom of the settings page, in the 'Manage Check-in' section, you'll find buttons to 'Activate' (if inactive), 'Deactivate' (if active), or 'Delete check-in'. Be aware that deleting a check-in is irreversible.

How do I save changes to the check-in settings?

After making any modifications across the different sections of the Daily Report Check-in Settings page, always remember to click the 'Save' button located at the bottom right of the page to apply and store your configurations.