Launch a Check-In for Myself

Navigation: Home > Check-Ins

• Head over to Overview and click Launch.

• Select For Myself from the dropdown.
• In the new window, select New to launch a brand new Check-In and click Next.

• Enter a Check-In Title in the field.
• Click Add Topic.
• Select a question type (Text, Multiple Choice, Rating Scale) from the dropdown.
• Enter your question in the required fields and click Save.
• Repeat steps 2-4 to keep adding more topics of discussion for Check-Ins.
• Once done, click Next.

• Select Yes to set up a recurring check-In, or else, select No.
• If Yes, select the number of days for Check-In to recur.
• Select a Start Date and End Date for the Check-In.
• If No, select a Due Date.
• Click Launch.

Alternatively, select Use a Template to use a predefined Check-In template instead of creating it from scratch.

• Click Select Templates to select a template from the dropdown menu and click Next.
• Edit the predefined template, if required.
• Once done, click Next.

• Select Yes to set up a recurring check-In, or else, select No.
• If Yes, select the number of days for Check-In to recur.
• Select a Start Date and End Date for the Check-In.
• If No, select a Due Date.
• Click Launch.