While Nifty’s reporting tools offer excellent visibility into task and project progress, Check-Ins add an important layer of direct, organization-wide insight. By standardizing update requests and centralizing responses, teams can identify concerns early and maintain alignment without additional meetings or manual follow-ups.

Who Can Use Check-Ins?

Check-Ins are available on Nifty's Business plan and above. They can be created by the Workspace Owner or Admin.

Creating a Check-In

Check-Ins can be accessed from the Reporting section of your Workspace.
To create a new Check-In, simply navigate to the Check-Ins tab and select Create Check-In to begin setting up your questions, schedule, and recipients.

Check-In Details

Name: Provide a clear title that describes the purpose of the Check-In. Examples include Daily Standup, Weekly Progress Update, or Team Feedback Questionnaire. (The frequency will be set during scheduling later.)
Assignees: Select the teammates who should receive and respond to this Check-In. Only these assignees will be prompted to submit answers.
Notification Types: Choose how assignees are notified when a Check-In is assigned to them. Notifications can be delivered through in-app alerts, direct messages, or both.
Subscribers: Specify who in the workspace should receive the submitted responses. Subscribers will be notified and have visibility into all replies for this Check-In.

Once you're ready to proceed, select Next.

Check-In Questions

Create the questions of your check in by inserting fields from the array of options listed below:
- Text
- Long text
- Dropdown
- Multi-select
- Number
- Date
- File
- Email

You can use the option dots next to a field to set a description or conditionality for that field.
Toggle the Required switch to indicate which responses are mandatory.
Use the + Add another field button to lengthen your Check-In, and the X button next to a question to remove it from the Check-In.
You can drag-and-drop fields to reorder the questions within your Check-In.

Conditional Fields

Conditional fields allow you to display follow-up questions only when they are relevant, helping you gather more detailed information without overwhelming responders.

To enable conditional logic, open a field’s options menu and activate Conditionality. You can then define the specific responses that should trigger the follow-up field to appear.
In the below example, if a dropdown question asks whether a task is on track and the responder selects “No,” a follow-up question can automatically appear asking them to provide additional details.

Once you're ready to proceed, select Next.

Scheduling Your Check-In

You can either Schedule a routine Check-In, or send a one-time Manual Check-In instantly.
When Scheduling you Check-In, use the scheduling tool to determine the frequency through which you'd like to check in.
- The tool gives some pre-made options, as well as allows you to create Custom parameters.
- To learn more about how the scheduler works, you can reference our Recurring Tasks article.

Select Create to publish your Check-In.

Responding to a Check-In

A Check-In notifications will be received in your inbox. Click on the notification to proceed.
Fill out the requested fields of the Check-In then select Submit.

Reviewing Check-In Submissions

For those Subscribed to the Check-In, submissions can be found when clicking on the Check-In title under the Check-Ins tab of reporting.

Within the Check-In, select the specific entry to see those who have responded, as well as who has yet to respond. Scroll right within the frame of the response to see additional columns.