Flag a Check-in answer for follow-up

Follow-ups make it easy to stay on top of items from Check-ins that need further attention. Instead of searching through old Check-ins, notes, or Slack conversations trying to recall when and where something came up, you can simply flag an answer or comment for follow-up. Flagged items are automatically organized into a dedicated section in Check-ins, giving you clear oversight and ensuring nothing slips through the cracks.

In this article, you will learn...

Access and availability

⛔️ Required access to Check-ins.
πŸ‘₯ This article is relevant to all roles.
πŸ“¦ This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.


How to flag an answer for follow-up 🚩

You can flag items for follow-up from any submitted Check-in you have permission to view using the steps below.

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Note

The person whose answer you flag will receive an in-app notification informing them of the answer you passed up. Refer to the FAQs at the end of this article to see what that notification looks like.

  1. Click on Check-ins in 15Five's main, left-hand navigation bar.
    Checkins.png
  2. You'll land on your current Check-in. Use the tabs at the top of the screen to find the Check-in you want to access.
    Teams-Checkins.png
    • The My Check-ins tab contains your own Check-ins.
    • The Team's tab contains your direct report's Check-ins and the people in their reporting hierarchies. This tab will only be visible if you're a manager.
    • The Everyone's tab contains the Check-ins of everyone whose Check-ins you have permission to view.
  3. Once you're inside the Check-in, click ... to the right of an answer and select 'Flag for follow-up' from the dropdown menu.
    Flag-For-Followup.png
  4. The answer will refresh to show that it's flagged for follow-up. If desired, you can comment on the Check-in answer to provide more context.
    Answer-Flagged-For-Followup.png

    ✏️

    Note

    By default, comments are public to anyone who can see the Check-in. To make it private, check the "Private comment to..." box and use the dropdown to choose whether it’s private to the Check-in owner, their manager, or higher-ups in the reporting hierarchy.

  5. The flagged answer will appear in your Check-ins "Follow-ups" tab. Refer to our "Access and act on flagged Check-in answers" article to learn how to access and use this tab.

Frequently Asked Questions (FAQs) ❓

Whose Check-in answers can I flag for follow-up?

You can flag a Check-in answer from anyone whose Check-ins you have permission to view. This includes yourself, your direct reports, anyone under you in the reporting hierarchy, and anyone whose Check-ins you follow.

What Check-in answers can I flag for follow-up?

You can flag any answer in the "Priorities" and "Questions" Check-in sections. You can not flag answers from the "Objectives" or "High Fives" sections.

Will the person whose Check-in answer I flag be notified?

Yes. The person whose Check-in answer you flag will receive an in-app notification letting them know.

Flagged-Answer-Notification.png


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