Open your Standuply's personal account and click "Create first Report".
1. Scheduling - set up the schedule for your stand-up report.
1.1. Set up the start day of the report.
1.2. Set up the time zone by entering the name of the continent/city, hours or the name of the timezone in the search box or by choosing it from the dropdown list.
Please pay attention to the first option in this drop down list. You can select "User's local timezone" and Standuply will set up the time zone that is set in your Slack account.
1.3. Set up the time when the bot starts sending your team questions/messages.
1.4. Select the days when you'd like your report to be run.
1.5. Select the recurrence.
1.6. Click "Next".
2. Respondents & Requests - select the people from you Slack team who are supposed to answer the stand-up questions
2.1. Select the people from your Slack team that you'd like to participate in the stand-up by clicking the Respondent field and choosing your team members from the drop down list or simply by typing the user name in this field.
You can also add all the people from your Slack team by clicking "Add all team members" or add all the people from one particular channel by clicking "All channel members"
Once you've added at least one person, you'll see the section with the customizable welcome message and three classic stand-up questions:
- What did you do yesterday?
- What do you plan on doing today?
- Okay, any obstacles?
and the final message - Great, got it.
You can also use Conditions in case you want to ask some respondents specific questions on particular days or ask additional questions if respondent gives certain answer:
Finally, in this section you can attach requests, which you can create, using integrations with Jira, Github, Gitlab, Bitbucket, Google Analytics or Trello. You can also attach your Custom request:
3. Results Delivery - select the way you'd like the answers to the stand-up questions to be delivered.
3.1. Select the results delivery options.
There are four options of the results delivery:
- via DM in Slack;
- to a public, private or shared channel in Slack;
- via email.
- via webhook
All of these options are represented by six fields in the results delivery settings: People, Channel(s),Shared channel(s), Private channel(s) , Email and Webhook
You can combine the above-mentioned options as you want.
Important note: you have to invite Standuply to the private channel as a member to receive results there.
You can also put a check in a box "Don't send summary anywhere". You can use this option if you just want to make some kind of notification.
3.2. Configure the results format.
Under the section of the results delivery options you can see three check boxes:
"Start a thread with the report results" means that the results of the report will be delivered to a thread, no matter if they are delivered via DM or to a Slack channel.
Here is how the results look like when you open the thread
The results delivered via DM or to a Slack channel with no thread look like this
"Asynchronous results delivery" means that the answers of the respondents will be delivered as they come. So, we recommend using this option with delivery in a thread in order to keep all the answers together.
If you uncheck "Asynchronous results delivery" the results will be delivered synchronously, i.e. you will see all the answers at once right after the report waiting time is over.
The results delivered via email look like this
If you choose "Automatically start the video conference after the team reporting", right after the report time will be over, video conference on Daily.co will be started.
Finally, click "Done and run"
Now your stand-up report has appeared on the dashboard.