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Referencia Admin team-manager check-in-owner

Using check-in templates

Using check-in templates

Templates preload questions and structure so you can publish a check-in faster. After you apply a template, you can rename, reorder, add, or delete questions like any other check-in.

Apply a template from Create check-in or the template picker when editing questions in the web app.

Template reference

Template nameDescriptionIncluded questions (typical)Best for
Daily StandupClassic async standupWhat did you do yesterday? What will you do today? Any blockers?Engineering and product teams doing daily sync
Weekly RetrospectiveShort reflection cadenceWhat went well? What should improve? Action items?Teams running lightweight weekly retros
Sprint PlanningSprint-oriented promptsSprint goals, capacity, risks, dependenciesScrum teams at sprint boundaries
Mood SurveyPulse on moraleMood scale, optional comment, anonymity-friendly optionsManagers and HR doing team health checks
CustomEmpty starting pointNone — you add every questionUnique workflows, compliance, or one-off polls

Exact labels in the product may vary slightly; use the in-app descriptions when choosing.

Edge cases

Note: Blocker and scale questions in templates follow the same editing rules as manual questions. If you remove a blocker question, update your report destination expectations so stakeholders still know where to look for risks.