Select a report preset
Start by choosing through a selection of report presets that best fits your current needs. As you select your preset, just follow the easy setup and be done in a few clicks.
All presets require you name your report, schedule the time of the meeting, select a broadcast channel and add participants.
Name your Report
First thing you need to do is name your report to signify the nature of the meeting. i.e If you’re setting up a daily report for your team you can name it Daily reports.
Schedule your report
To schedule your report, press the edit icon and set the time and the days you would like the report to take place so Geekbot knows when to ask questions to your team. If you want a weekly report instead of daily, choose only one day in the settings.
Now, you can choose your team’s time-zone (if you’re all in the same area!). If your team is distributed, use the function User's Local Timezone and Geekbot will sync with each user’s individual time zone. If you’ve selected a custom time zone, ensure it matches the one you’ve set up in Slack. Learn how to check your timezone in Slack here.
Setting report questions
Geekbot has a number of pre-filled, standard questions for you to begin with depending on the preset you choose. These are based on some of the most commonly used questions in agile methodology, sales, retrospective meetings etc.
They can also be edited and adapted to your team’s specific needs by simply editing the existing questions or adding new custom questions.
Learn how to further customise your questions with different question types, once you’ve set up your report.
Advanced question types
Setting broadcast channel
Geekbot posts all of your team’s responses to a channel of your choice in the form of updates. Just enter the name of that channel in the broadcast channel field and create it in Slack if it does not already exist. If it’s an existing channel you can select it from the drop down menu. Your updates can also be posted in private channels but make sure to invite Geekbot to the channel in Slack.
Helpful tip! Always use a dedicated broadcast channel like #status or #standup. This way you can keep progress updates separated from general chit chat 😁
Select your team members from the dropdown menu and add them to the report. The members you select will be included to your report. Other Slack members in your account will not be asked to join, but they can still see the report updates in the broadcast channel.