Manage Check-ins

Hatica Check-ins help you automate your team syncs and workflows, such as daily stand-ups, sprint retrospectives, pulse checks, and more. This can help you improve team communication, collaboration, and productivity.

Managing check-ins is super simple with Hatica. Here is everything you need to know about creating, updating, pausing, or deleting a check-in:

Create a Check-in


  • Before creating a Check-in for your team, configure the Slack channel.
  • Only users with the Admin role can create and manage check-ins.
  1. Go to the Check-ins tab ( (opens in a new tab)) and click the Create New Check-in button or select a template from the dashboard.

Create New Check-in

  1. Drag and drop a question type (opens in a new tab) of your preference and add the question title. For a multiple choice question, add the possible responses. You can make questions mandatory by enabling the "Required" option.

Select Questions

  1. Select the team for which you want to create the check-in. Click "Add Members" to include additional participants. By default, all team members can submit the check-in form. However, you can specify which members can view the check-in data on the dashboard. There are two types of check-in participants:
    1. Viewers: Viewers can access check-in data on the Hatica dashboards.
    2. Submitters: Submitters can submit responses to check-ins.

Select Participants

  1. Pick the schedule for the check-in. You can specify the days of the week, repetition, notification time, and manage timezones.

Select Schedule

  1. Select the Slack channel where you want to share the check-in summary report, which will contain submission stats at your chosen time of day.

Setup Report

  1. Click Publish to create the check-in.

Update a Check-in

You can manage and update the configurations of the check-ins you are an admin of, including managing participants, adding new team members or admins, updating questions, schedules, and more.

  1. Go to the Check-ins tab ( (opens in a new tab)) in your Hatica Dashboard and find the check-in you want to update. You can filter the list by check-in type or status to simplify your search. Click on the Edit button.

Check-in Landing

  1. Once you have made your desired changes, click the Save button to apply them.

Check-in Details Configuration Tab

Delete a Check-in

Deleting a check-in is a permanent action. Once taken, all the data related to the check-in is deleted and can not be restored. To be on the safer side, you can choose to pause a check-in instead of deleting it. In this way you will still have your check-ins data in your Hatica dashboard. To Delete a Check-in, go to the update screen and click on the Delete button.

Pause a Check-in

Pausing a check-in in Hatica temporarily disables it. When a check-in is paused, participants won't receive notifications or be able to submit responses. It's useful when you want to halt a check-in temporarily, perhaps during holidays or special events, without permanently deleting it. To Pause a Check-in, go to the update screen and click on the Pause button.