Use check-ins to collect regular responses
Use check-ins to collect regular responses
Check-ins are a recurring activity type that lets you collect structured responses from participants over time. Unlike worksheets (which are typically completed once), check-ins are designed to be submitted multiple times — making them ideal for weekly reflections, daily standups, progress updates, or mood tracking.
Overview
A check-in is an activity you add to your curriculum like any other activity type. You define a set of questions, and participants can submit responses as often as needed. Each submission is timestamped and stored individually, building a history of responses over time.
Check-ins work well for:
- Weekly reflections — Ask participants what they learned, what blocked them, and what they plan next
- Daily accountability — Collect brief status updates from a mastermind group
- Mood or energy tracking — Use a linear scale to track how participants feel throughout a program, with trend graphs that show changes over time
- Metric tracking — Use number questions to track revenue, weight, hours, or any numeric value with automatic trend visualization
- Session prep — Gather questions or topics before a live group call
Question types
Each check-in supports up to 10 questions. You can mix and match six question types:
| Question type | What it does | Best for |
|---|---|---|
| Open ended | Free-text response | Reflections, detailed updates, open questions |
| Single select | Choose one option from a list | Status indicators, yes/no questions, categories |
| Multiple select | Choose one or more options from a list | Multi-topic selections, interest surveys |
| Linear scale | Pick a number on a scale with labeled endpoints | Confidence levels, mood tracking, ratings |
| Number | Enter a numeric value with an optional unit label | Revenue tracking, hours logged, weight, counts |
| File upload | Upload a file (image or document, up to 50 MB) | Screenshots, progress photos, document evidence |
You must include at least 1 question. Questions can be reordered by dragging them into the desired sequence.
Creating a check-in
Add a check-in to your curriculum the same way you add any activity:
- Open the section where you want the check-in to appear
- Add a new activity and select Check-in as the type
- Give it a clear title (e.g., “Weekly Reflection” or “Session Prep”)
- Add your questions — use the question type selector to choose the right format for each
- For single select and multiple select questions, add the options participants will choose from
- For linear scale questions, set the min and max labels (e.g., “Not confident” to “Very confident”)
- For number questions, add an optional unit label (e.g., ”$”, “hours”, “kg”) to give context to the numeric value
- For file upload questions, choose which file types to accept — Any (images and documents), Images only (JPG, PNG, GIF, WebP, SVG), or Documents only (DOC, DOCX, XLS, XLSX, PPT, PPTX, PDF, TXT, CSV, ZIP)
- Reorder questions by dragging them into the right sequence
Response visibility
You control who can see submitted responses. This setting applies per placement — so the same check-in can have different visibility in different locations.
| Setting | Who sees responses |
|---|---|
| Admins only | Only program admins can view all responses. Participants see nothing. |
| Admins and self (default) | Admins see all responses. Participants see only their own past submissions. |
| All members | Everyone in the program can see all submitted responses. |
To change visibility, open the check-in’s settings panel and select the desired option under Response visibility.
Stopping and restarting a check-in
You can stop a check-in to prevent new submissions — useful when a program phase ends or you want to pause data collection.
- Stop — Prevents participants from submitting new responses. Existing responses are preserved.
- Restart — Re-enables submissions so participants can respond again.
When a check-in is stopped, you can also delete all collected responses if needed. Deletion is only available while the check-in is stopped.
Comments and reactions
When response visibility is set to All members, participants can interact with each other’s check-in responses using comments and reactions — similar to how comments and reactions work on Feed posts.
Reactions
Each response card shows a reaction bar. Click an emoji to add or remove your reaction. Reactions appear with counts so you can see how others responded.
Comments
Click a response card or the comment count icon to open the comment sidebar. From there you can:
- Comment — Add a top-level comment on the response
- Reply — Start a threaded reply to an existing comment
- @mention — Tag other participants in your comments
- React — Add emoji reactions to individual comments
Comments update in real time — new comments and reactions appear without refreshing the page.
Visibility and social features
Social interactions follow the same visibility rules as the responses themselves:
| Visibility setting | Who can comment and react |
|---|---|
| Admins only | Only admins |
| Admins and self | Admins can interact with any response. Participants can interact with their own responses only. |
| All members | Everyone in the program can interact with all responses |
Social features are most useful in All members mode, where participants can see and engage with each other’s responses.
Viewing responses
As a program operator
Open the check-in’s response panel to see:
- Overview — Total responses, unique respondents, participants who haven’t responded, and average response time
- Participants list — Searchable, sortable list of all participants with their submission count and last response date. Filter by status (responded or not responded).
- Individual history — Click on a participant to see all their submissions in chronological order. File upload answers display as image thumbnails or document links with a download option
- Placements — If the same check-in appears in multiple locations, view response stats per placement
As a participant
When you open a check-in, you see the questions and can submit your answers. Depending on the visibility setting, you may also see your own past responses listed below the form — along with comments and reactions from others.
Trend graphs
When a participant submits two or more responses to a check-in that includes Number or Linear scale questions, a trend graph appears inline below each answer. The graph plots all submitted values over time so you can see how a metric is changing.
What the graph shows
- Solid line — responses submitted up to and including the current check-in
- Dashed line — responses submitted after the current check-in (shown as a dimmed preview of where the trend went next)
- Highlighted dot — the data point for the current response
- Hover tooltip — shows the exact value and date for any data point
For number questions, values are displayed with their unit label (e.g., “$45,000” or “132 kg”). For linear scale questions, the graph shows the scale value along with its label when one exists (e.g., “5 — Strongly agree”).
View modes
Number questions include a toggle below the graph to switch between two views:
- Point-in-time (default) — each data point shows the value submitted at that check-in
- Cumulative — each data point shows the running total of all values up to that check-in, useful for additive metrics like “sales this month”
When trend graphs don’t appear
- Single response — the graph requires at least two data points, so no graph appears until a second check-in is submitted
- Placements tab — trend graphs appear in the Participants tab and the participant self-view, not in the Placements tab
Exporting responses
Export check-in responses for analysis or record-keeping:
- CSV — Downloads a spreadsheet with one row per submission. Columns include the participant name, submission date, and each question as a separate column. File upload answers appear as the uploaded filename
- Markdown — Downloads a formatted text file with responses organized by participant
- Copy for AI — Copies responses to your clipboard in a format ready to paste into AI tools for analysis
Exports are available from the check-in’s response panel.
Check-ins vs. worksheets
Both check-ins and worksheets collect participant responses, but they serve different purposes:
| Check-in | Worksheet | |
|---|---|---|
| Submissions | Multiple — participants submit as often as needed | Typically once |
| Purpose | Recurring pulse checks, reflections, tracking over time | One-time exercises, assessments, intake forms |
| Question types | Open ended, single select, multiple select, linear scale, number, file upload | Open ended, single select, multiple select, linear scale, plus content blocks, ranking, signature, wheel, canvas |
| Response history | Full timeline of all submissions per participant | Single response per participant |
Use check-ins when you want to track something over time. Use worksheets when you need a one-time structured response.