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Reference Admin team-manager check-in-owner

Using check-in templates

Using check-in templates

Templates preload questions and structure so you can publish a check-in faster. After you apply a template, you can rename, reorder, add, or delete questions like any other check-in.

Apply a template from Create check-in or the template picker when editing questions in the web app.

Template reference

Template name Description Included questions (typical) Best for
Daily Standup Classic async standup What did you do yesterday? What will you do today? Any blockers? Engineering and product teams doing daily sync
Weekly Retrospective Short reflection cadence What went well? What should improve? Action items? Teams running lightweight weekly retros
Sprint Planning Sprint-oriented prompts Sprint goals, capacity, risks, dependencies Scrum teams at sprint boundaries
Mood Survey Pulse on morale Mood scale, optional comment, anonymity-friendly options Managers and HR doing team health checks
Custom Empty starting point None (you add every question) Unique workflows, compliance, or one-off polls

Exact labels in the product may vary slightly; use the in-app descriptions when choosing.

Edge cases

Note: Blocker and scale questions in templates follow the same editing rules as manual questions. If you remove a blocker question, update your report destination expectations so stakeholders still know where to look for risks.