Check-Ins Report

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Check-ins enable the team to share updates on daily work activities, eliminating the need for daily huddles and simplifying end-of-day Time Entry.

Check-ins can be posted directly from the Day Planner, allowing team members to log updates efficiently. When integrated with communication platforms such as Slack or Microsoft Teams, Check-ins are automatically shared, ensuring the broader team remains informed in real time. To enable this integration, please contact the assigned Customer Success Manager (CSM).

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 on the arrows to adjust the date you would like to view check-ins made on.

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.