To setup a Standup Check-in, choose the "Daily Standup" Check-in template. Start by logging in to Troopr web application at https://app.troopr.io and click "Check-in" from the left side panel and then click on "Check-in Templates" tab.
Alternatively, In Slack, click on "Troopr Assistant" and click on "Home" tab. Click on "New Check-in" and select "Daily Standup" from the dropdown.
- Setup Schedule
- Setup Questions
- Setup Reporting Options
In the first step, choose a name for your Check-in, participants and schedule.
Choose the schedule type:
Pick days of the week when you want the Check-in to run.
When setting up Check-in for participants in multiple time zones, you may want them to answer at a time compatible with their time zone. Troopr lets you set up Check-ins that prompt participants to answer at the local time zone.
The default "Daily Standup" Check-in template has daily scrum style questions pre-populated. You can add up to 10 questions. Standup Check-in will need at least one question to work. When answering, note that the participant is expected to submit an answer to at least one question.
Configure the Check-in reporting behaviour by customizing the following
- Report Delivery
- Wait Time
- Report Channel
- Response Grouping
Choosing "After wait time" will send participant responses to the report channel after the scheduled wait time. In the case of Check-ins , the behaviour will be different. Choosing "After every response" will send participant answers to the reporting channel as soon as they submit.
Specify how long you want Standup to run before sending the summary response to the report channel. Type any time here to select a custom wait time.
This is the Slack channel where the summary report will be sent. You can choose between sending to a Slack channel or privately to one or more people.
By default, participant responses will be grouped into a Slack thread by the user. Other options are available as below:
- Group by user in thread: By default, Troopr will pull user activity from connected tools like Jira and Github. Choosing "No" will disable this feature.
- Group by question in thread: Responses will be grouped by question inside one Slack thread. The main message will contain the report summary message and messages inside the thread will be one per question. Due to limitations in Slack, Troopr can only show up to 16 answers per question (meaning 16 user responses). You can always view the full report in the web app in the link available in the summary message.
- Group by user in channel: Responses will be grouped by the user who submitted them. This option is ideal when you want others to comment /start a conversation from the user's response. You can bring multiple participants into the conversation there in the thread.
- Group by question in channel: Responses will be groped by the question and delivered as main channel messages (no thread). This is ideal when you want to easily glance through responses to one particular question (blockers) or you want to start a conversation about responses to a particular question (what did not go well in the last sprint?)
Upon submitting the creation form, you will get an acknowledgement like below.
Check-in creation acknowledgementChoose “Other actions” ⇒ “Run now” to run the Standup Check-in immediately (maybe for testing or an impromptu session).When you enable the Check-in, every participant will get the following notification.
Check-in acknowledgement sent to every team member
When its time for Standup Check-in, participants will get the following prompt
Clicking the answer button will open the Standup answer form that typically looks like this.
Click the submit button once you are done.
You will find the Standup Check-in report in the reporting channel and looks typically like this:
The web report acts as a permanent record of answers from participants for the Standup Check-in. The report will show the previous Jira activity as well as the previous answers of the participants. It is easier to navigate across reports and download report data when you need them.
To view the Check-in engagement report, go to the Troopr web app at https://app.troopr.io and click on Check-in and choose your Check-in and navigate to the "Insights" section on the left menu.