Check-Ins Report

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Check-ins allow team members to share updates on daily work activities, reducing the need for daily huddles and streamlining end-of-day Time Entry. Check-ins can be created directly from an individual Member’s Check-in page, enabling efficient logging of updates.

When integrated with communication platforms such as Slack or Microsoft Teams, Check-ins are automatically shared to keep the broader team informed in real time.

To enable this integration, contact the assigned Customer Success Manager (CSM).

Selected Members are automatically saved for future access in this Report.

Select Members

Click All Members to group Members by Department, Discipline, Office, Portfolio, Role, Region, or Skill. To narrow down the Members list, use the Filter button located in the top-left corner of the page.

The Role filter applies only to a Member’s Default Role, which can be found under Org Settings > Members > All Members. For instance, if a Member has “Editor” as the Default Role and “Viewer” as an additional role, they will only appear in the filtered results when “Editor” is selected.

Next to the Report title, the number of filtered Members is displayed alongside the total count.

Viewing different days

Click the arrows to navigate to a different date, or select the date button to open the date picker and choose a specific date.

Members with check-ins for the day will populate first then members with no check-ins.

Member Check-in Profile

Click on a members box to view their check-ins in more details. You are not allowed to edit member check-ins on this view.

Only members themselves can edit check-ins on the Home > Check-in page.