We've compiled a best practices guide to answer any questions you have about the daily report template in Friday.
What is a daily report?
A daily report isn't rocket science - it's a quick recap of your day and what you accomplished. The goal is to keep stakeholders and others in the loop on your accomplishments, so you can spend less time in meetings and more time doing great work.
You can also use this routine for your own personal productivity - it's like a journal for work.
Why should I or my team do a daily report?
For individuals, a daily report is a nice chance to reflect on your day and prioritize the future. This daily checkpoint helps you take a step back and be more intentional about where you are spending your time.
For team leaders, you are responsible for the output of your team. While it's critical that you know what's going on with your team, many people choose to hold meetings to gather this information. We think this is massively inefficient. You could share this information asynchronously instead.
What questions should I ask?
We recommend the following questions in your daily report:
How did you feel about today? (emoji question)
What did you accomplish today? (open ended)
What are your priorities for tomorrow? (open ended)
As you roll out this process, you can add and remove questions over time. If you use the Friday workflow builder, you can customize a variety of questions, like emojis, open-ended responses, and more.
Can I customize the daily report in Friday?
Yes, this is completely customizable. For example, you can change the following options:
Who should fill it out - choose people who should give an update
Questions - pick from a variety of types like sentiment, emojis, yes/no, open-ended, and more
Timing - time of day
Notifications - where should the daily responses be sent?
The Friday workflow builder makes it easy to run virtually any communication habit you can think of - retrospectives are one of unlimited options you can choose. You see other examples on our routines page.
Who can see the report responses?
For a sprint retrospective, we think the responses should be viewable by the entire group. With that being said, Friday routines are completely customizable, so it's up to you!
For example, you could select one of the following options:
Just you (the team leader)
Everyone on the team
Everyone in the company
Friday automatically generates reports that you can share as well.
How much does this cost?
You can get started running these automated reports for free. We are a business, so we can't give everything away, so premium features are $6/person per month and include:
Sending according to someone's timezone (great for remote teams)