What are templates and how can I use that?

DailyBot is here to help you manage your team, track progress and gather feedback from your team with automated Check-ins.

Each Check-in in DailyBot can use a template of questions, and you can have as many Question Templates as you need (depending on your DailyBot plan).

We'll walk you through the concepts and we'll give you tips to get the most out of this feature in DailyBot.

What is a Template?

Think of a Template as a recipe that contains a set of questions that you will usually ask a member of your team in order to check-in on some specific topic, project or initiative. A Template is a reusable recipe that you can bring on whenever you need to perform that check-in.

In DailyBot, you can manage your own Templates and each manager in your team will be able to see the available Templates and use them when setting up a check-in.

When you configure a new automated check-in, you can specify the template of questions and the frequency for the check-in, which means how often you want DailyBot to contact with your team member to then prompt the question set and get those reports for you.

What is a Check-in?

A Check-in is an automated process that you configure so DailyBot understands what team members should be contacted, on which days, and what questions should be asked for them to respond.

When you configure a Check-in, you specify the frequency (days for those questions to be answered) and optionally you can set a deadline for those reports to be ready, at the given deadline the reports are posted to one of your channels/rooms in your chat platform.

What can I do with a Template?

Now that you understand what a template is, we can talk about the possibilities that these templates open for you.

You can configure your own Templates to create Check-ins for several scenarios in day-to-day work, for example:

• Daily Stand-ups
• Retrospectives
• Sprint Health Check
• Icebreakers
• 1-1 Meetings

How can I configure my Check-ins?

In order to configure your Check-ins, you should be prepared with:

1. Knowing which team (people) will be part of that Check-in
2. Knowing what question template you will use
3. Knowing when/how often you want to run the Check-in

If you don't have the team already configured, you should navigate to the Organization > Teams page and create a team from there, then add the members you want to have in your team.

You can use one of our default Templates, or you can configure your own.

Create/Edit your Check-in

Go to the Check-ins home to create or edit your check-ins. In there you can:

• Use the blue button at the top right side of your screen to create a new check-in.
• Click on the check-in you want to edit to see the detailed page for said check-in. In there, locate the supporting menu at the top right side of your screen and select "Configure Check-in" to edit it:

You can also refer to this video:

Need support?

Contact us at support@dailybot.com and we'll be happy to assist you.