Setting up a Team Collaboration Check-in is easy! In this guide, you will learn what steps to take.

How to set up the Team Collaboration Check-in

The Team Collaboration Check-in was created to help managers gauge their team's feelings on how they are working together and how to improve.

When on the Teambase overview page, select "Start now" under Team Collaboration Check-in.

This will take you to a short overview that explains why you might use it, how it works, and what questions are included. You can also see a preview of the survey that your team will receive as well as a preview of what the result page looks like.

When you are ready, select "Set up practice" to select the settings for your Team Collaboration Check-in.

  1. Select your team: you can select a specific team, or select to run the practice only for your direct reports.

  2. Instructions: add specific instructions to your team on filling out the survey, or what you will do with their responses afterward.

  3. Start date and time: select the day and time that you want the survey to start.

  4. Recurring: Select how often you want this practice to occur. It is possible to schedule the collaboration practice as a recurring event on a weekly, bi-weekly, monthly, or every 3-month basis. You can also make it a single event by selecting "does not repeat."

    We suggest you run a collaboration check-in on a monthly basis to keep track of your team and stay agile, without fatiguing your team members.

  5. Deadline: Select the deadline for participants to respond to the survey. It can be 1 day, 2 days, 1 week, or 2 weeks after the initial check-in is sent out.

When you are ready, select "Schedule" to get the practice started.

How to edit and pause the Team Collaboration Check-in

In the Teambase overview, you will see the practices that are currently running. If you need to pause or edit the collaboration practice, you can do so by clicking the three dots in the right-hand corner of the practice.

Note: After pausing the Team Collaboration Check-in you can reactivate it at any given time.

After the Team Collaboration Check-in has ended, you will be able to see the results and focus on the next steps to optimize your team.

Are you a manager interested in getting actionable insights you can use to help build and improve your team? Check out the Team Collaboration Check-in and other practices on Teambase today!

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