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Daily Check-In
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Welcome

The who, why, and how behind this simple but useful daily check-in tool
Why this exists
My company is migrating from Basecamp to Coda. Overall it’s been a smooth changeover, but we’ve been missing one critical Basecamp function: the daily check-in.

We wanted a simple way for folks to:
take a minute to reflect on what they accomplished yesterday
set their goals for today
alert the team if they need anything
...and see what everyone else is up to

How it works
Team members visit every morning and press
Create a new update
to begin. The doc will use their most recent previous update to populate the
Yesterday
field, but all the fields are editable.

The
Save
button sends the update to the archive. Made a mistake? Tap
Edit
to make changes and
Save
again to record them.

Team members can opt in to get a Slack reminder every weekday at 10 a.m. if they haven’t completed that day’s update.

Behind the scenes
The first key table is
My Update
.
Users will only see their own rows in this table, preventing conflict if multiple people are using the doc simultaneously. The
Save
button adds the user’s information from this table to
All Updates
, the base table that lives on the hidden
Backstage
page. Every row in
My Update
is wiped automatically at 1 a.m. daily so that everyone can start fresh in the morning.

Today’s Updates
and
Archive
are views of
All Updates
. If Coda allowed it, I would set
Today’s Updates
to be read-only to prevent people from editing other people’s stuff. Cross-doc can solve this security flaw, but it makes the doc less responsive as users won’t see their newly added updates unless they manually sync — and even then, syncing sometimes takes a while before the new stuff shows up. So we’re going with trust until table-level permissions become a thing (and how I will bless that day!).

Subscribing to notifications uses the Slack Pack and the
Team Members
table on the hidden
Backstage
page. Each row has a hidden
Notify
button that sends a Slack reminder to fill out today’s update. The button is disabled if the person has submitted a update that day or has not opted in to reminders. An automated rule pushes every active button on weekdays at 10 a.m. I’ve set the automated rule and the Slack Pack so that the notifications appear to come from me.

Try it out
First, copy this doc...
...then update the placeholder data
Edit the
Team Members
table on the hidden
Backstage
page
Be sure to update your Slack Pack settings
You may need to double-check
Take actions as
for each automated rule

Thanks for taking a look!
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