Customizing check-in questions
Questions define what you collect from participants. You can mix types in one check-in and use conditional logic so follow-ups appear only when relevant.
Before you begin
- You need permission to edit the check-in (check-in owner or Organization Admin).
- Open the check-in from Check-ins in the web dashboard.
Steps
- Open Check-ins and select the check-in to edit.
- Go to the Questions (or Form / Content) section for that check-in.
- Click Add question to insert a new field at the end, or use the control next to an existing question to duplicate it as a starting point.
- Choose the question type: open text, multiple choice, scale or rating, or blocker / flag style (if available for your plan).
- Enter the prompt text participants will see. For choice or scale types, fill in options or scale labels as required.
- Drag questions using the reorder handle so DMs and reports follow the order you want.
- Open More options (or the gear icon) on a question to set required vs optional, anonymity, or visibility rules if your workspace exposes them.
- For conditional questions, link a follow-up to a parent question (e.g., show “Describe the blocker” only when “Any blockers?” is yes). Set the condition and the dependent question in the builder.
- Use Delete on a question you no longer need. Confirm if prompted — removing a question does not always remove historical answers already stored.
- Click Save on the check-in so changes apply on the next scheduled send.
Question types (quick reference)
| Type | Use for |
|---|---|
| Open text | Free-form updates, narratives, links |
| Multiple choice | Status picks, buckets, yes/no |
| Scale / rating | Mood, confidence, workload signals |
| Blocker flag | Structured “blocked or not” plus optional detail |
Conditional questions reduce noise: participants only answer follow-ups when the parent answer matches your rule.
What to expect after
The next time Dailybot sends the check-in, participants see the new order and types. Existing completed entries keep the shape they had when submitted; major type changes mid-cycle can be confusing, so batch edits before a new week when possible.