Add Reflections to your Check-ins to share challenges and wins with your team and resolve blockers by taking action early. Reflections function as a weekly update/standup or status report to keep your team informed.
Encouraging a habit of reflecting on progress and achievements is a proven way to achieve more goals, while also cultivating transparency and nurturing collaboration.
In this article:
Setting up Reflections
To enable (or disable) Reflections, (Super)admins can:
Go to Configure
Stay on the General tab
Select Features
Check (or uncheck) the Reflections box
Click Save
* NOTE: If Reflections are enabled, all users will receive a Check-in reminder — even if they don't lead any goals.
Reflections live in your Check-ins so it's important to:
Define how often you want to update goals in your organization.
(Super)admins can go to Configure > General > Company details and select your preferred option under ‘How often do you update goals?’ (we recommend weekly updates, especially if you're using Reflections as a standup tool):
Set up automated Check-in reminders. If you're using Reflections as a standup tool, you may consider moving your reminders to Mondays at 9AM.
Head to Configure > General > Notifications to set up Check-in reminder emails.
Send reminders through our Slack or Microsoft Teams integrations.
Check-in and add Reflections using the button on your sidebar;
Or from your Home page:
Customize Reflections
By default, Reflections will ask the following:
What did you work on last week?
What will you focus on this week?
Are you blocked by anything?
Admins can customize the Reflections template to suit your organization. Update your Reflections questions to help facilitate your weekly standup, integrate plans, progress, and problems, or any other weekly ritual you already use internally.
Once you've enabled Reflections (Configure > Features), you can edit your Reflections template then click Save:
Or you can easily reach this page via the Change Reflections template option in your Check-in:
Review current and past Reflections
Check-ins tab
To find completed Reflections (and Check-ins in general), use the Check-ins tab on user profile pages:
Weekly progress report
Find your team's Reflections in your Group's Weekly progress report via email. Our new streak badges celebrate and reward those that make it a habit to Check-in regularly:
Slack channel
Send your team's Reflections to your team's Slack channel (make sure Admins+ set it up by using the pencil icon beside the Group's page title):
Sharing your Reflections to a Slack channel of your choice acts as a standup. You and your team can benefit greatly from knowing what everyone else is working on:
Got a question? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.