Check-in Templates

Configuring your check-ins with our Templates

Published on

March 22, 2024

Table of Contents:

Contributors

Phoenix Baker

Product Manager

Lana Steiner

Product Designer

Drew Cano

Frontend Engineer

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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.
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Configuring a Check-in with Custom Questions

Log into your web dashboard
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)
To create a new template, click on ⨁ Create Template
Create a new template based on one of our predefined templates, or just start from a blank page
Name your template and add a fitting description for other users to know what your template is all about
Add the rest of the details and save your new template
When you're done, click "Save and create check-in" to create a new check-in based on your template
Configure the details like assignees, frequency, report channel, etc., to tailor the template to your use case
Enjoy your fully automated check-in! DailyBot will just handle that for you now

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