Configuring your check-ins with our Templates

Published on
Contributors
No items found.
Subscribe for product updates and more:
Read about our privacy policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Table of Contents:

You can use DailyBot to automate your daily check-ins or other periodic follow-ups. You can use any of our recommended templates to get started much easier.

Configuring a Check-in with Custom Questions

  1. Log into your web dashboard
  2. As an administrator, go to Check-ins > ••• > Question Templates in the top right side of the page
    (You can also find this option in Settings > Question Templates)
  3. To create a new template, click on ⨁ Create Template
  4. Create a new template based on one of our predefined templates, or just start from a blank page
  5. Name your template and add a fitting description for other users to know what your template is all about
  6. Add the rest of the details and save your new template
  7. When you're done, click "Save and create check-in" to create a new check-in based on your template
  8. Configure the details like assignees, frequency, report channel, etc., to tailor the template to your use case
  9. Enjoy your fully automated check-in! DailyBot will just handle that for you now

Start with DailyBot for Free.

DailyBot helps your team save time and improve productivity.

⁀જ➣ Share this post:

Continue Reading

Similar readings that might be of interest:
Remote Academy

Saving money with remote work

If you were to make a pros and cons list of remote work, both sides would probably have pretty good arguments as to whether you should go remote or not.
Read post
Check-in Templates

Employee Onboarding Check-in Template

Onboard a new team member and set up an automated check-in to gather permanent feedback during the first 4-8 weeks in the company.
Read post
Remote Academy

Don't Build a Slack Bot from Scratch: Use No-Code Tools in 2024

Slack is a software for organizations designed to share the workload, track their progress and praise each other, in short, for collaboration. With remote wo...
Read post
Utilizamos cookies propias y de terceros para obtener datos de la navegación de nuestros usuarios y mejorar nuestros servicios. Si acepta o continúa navegando, consideramos que acepta su uso. Puedes cambiar la configuración o obtenga más información aquí.
Estoy de acuerdo