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How-to team-manager

Running mood surveys with check-ins

Running mood surveys with check-ins

Use a dedicated check-in (or a recurring question inside an existing one) to track team mood with a consistent scale.

Create a mood check-in

  1. Open Check-ins and click Create (or duplicate an existing check-in to speed this up).
  2. Name it clearly (e.g., “Weekly team pulse”).
  3. Add a scale question: pick rating, emoji scale, or numeric 1—5 / 1—10 depending on what your question builder offers.
  4. Phrase the prompt neutrally (e.g., “How was your week overall?”) so scores stay comparable over time.
  5. Add optional follow-up questions if you want context; keep them short to protect participation.
  6. Set participants, schedule, and report destination like any other check-in.
  7. Save and let at least one cycle complete before you read trends.

Scale questions

Prefer the same scale and wording every time so charts and averages stay meaningful. A 5-point scale is easier to act on than long Likert paragraphs in chat.

Anonymous vs named

If the product supports anonymous responses for that check-in, enable it when you need honest signal without attribution. Named responses help managers follow up with individuals but can skew scores downward if people worry about visibility. Pick one mode and communicate it to the team.

  1. Open the mood check-in in the web app.
  2. Use history, analytics, or exports (whichever your plan shows) to view ratings across weeks.
  3. Compare participation rate, not just averages — a drop in responses often matters as much as a shift in the mean.

Slice trends by team or tag if your org structure supports it so you notice localized dips. Pair mood data with 1:1s and team rituals; use it as a signal, not a scorecard. Avoid public callouts tied to individual scores when responses are named.