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Module 8 of 12 · Client work and the client portal · Lesson 5 of 18

Submit your daily standup

Record what you worked on with the time spent, your plan for tomorrow and anything blocking you.

5 minBeginnerFor: Agency owner or manager, Team memberLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

A standup is a short daily record: what you did, what is next, what is in your way. Much of it is filled in for you from your activity, so it takes a couple of minutes.

By the end you can

  • Review the lines pulled in from your activity
  • Set time on each item
  • Add tomorrow's plan and blockers and submit

Screens used

  • Project, Standups

Steps

  1. 1

    Open Standups

    On: Project, Standups

    Open the project, then open the Ops hub and choose Standups.

    You should see: Today with a form, and History · last 14 days below.

  2. 2

    Check Worked on today

    On: Project, Standups

    Worked on today lists lines pulled from your activity, such as tasks you moved. Remove lines that do not belong and add anything missing in your own words.

    You should see: A true list of what you did.

  3. 3

    Set the time

    On: Project, Standups

    Pick a time on each line, or choose Custom to type it. Submit is only enabled once every line has a time.

    You should see: "All items have time set."

  4. 4

    Plan tomorrow and name blockers

    On: Project, Standups

    Fill in Plan for tomorrow and Blockers, for example "Waiting on client approval". Summary is for anything else worth saying.

    You should see: The three boxes say what your manager needs to know.

  5. 5

    Submit

    On: Project, Standups

    Press Submit standup. Every item needs a time before the button works. The standup goes to your managers.

    You should see: Today shows as Submitted in the history.

Tips

  • A past day is locked. Use Append correction to add to it; it then shows as "Submitted · corrected".
  • You can turn a line into a task with Create task from this line.

Troubleshooting

The Submit standup button cannot be pressed.
Set a time on every item first.
"This day is locked."
A past day cannot be rewritten. Use Append correction to add to it.

Reference articles on this topic

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