Koan can help your team stay engaged each day by asking team members what they accomplished, what their priorities are, and what concerns should the rest of the team be aware of through our Slack integration with Check-ins! 

Setting up Check-ins

To set up check-ins your team must be using Slack and you must have admin rights in your Slack instance. For paid plans, you also must be a team manager or admin in Koan.

  1. Connect Koan to Slack from your team settings using the Team settings > Integrations. (Slack must be connected before Check-ins can be enabled.)

  2. Enable Check-ins using the Manage Team > Check-ins > Connect to Slack or by clicking the Check-ins tab on the team page and following the prompts.

You will be directed to another page where you can allow Koan to access the Slack workplace.

Once Check-ins are enabled, you'll be able to configure them for your team with what days and times you'd like your notifications to be delivered. To make these changes, find the team you would like to adjust < team settings < Check-ins. You will be able to change the cadence and time from there. We recommend checking in every weekday but giving your team some time to settle in before the reminder.

For example: if your team's workday starts at 8 am, schedule your check-ins for 9. 

Checking in with your team

Each day, we'll send a Slack message to each member of your team reminding them to check in with Koan:

Click "Check-in", and share your plans for the day. To create items start each line with: 

  • "-" for work that you got done

  • "+" for work you're planning

  • "!" for concerns or blockers that the team should know about

Click "Submit", and we'll share your check-in with the rest of the team:

Slack commands

Missed the notification to fill out your Check-in? Need to fill it out early? Use the slack command /Koan checkin to activate the prompt. 

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