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Check-ins allow everyone on the team to post what they are working on. It is a powerful communication tool that ensures people are working on what’s important.

You can easily post Check-ins to the team on your Day Planner. With our integrations, these check-ins can be sent to Slack or Microsoft Teams to keep everyone informed. Contact your CSM to learn more about setting up an integration.

• Select the members you'd like to view

  • Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, Skills

  • You can filter your members list by clicking on the Filter button in the top left

  • Note: The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options.

    

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

• All members with check-ins created will populate first then members with no check-ins created

• 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.