At 8:30 on each working day, in your own timezone and on your own working days, Sally DMs you that day's standup. It is drafted from ClickUp. Standup is at 9:30.
The standup is one message, with everything else in its thread, so each day is self-contained.
The message
- The call. "Standup call at 9:30", Join the call (the Google Meet link), and Joining, Running late or Can't make it. The PM sees your answer in the digest. Saying you're joining logs 15 minutes on the Daily Standup for you once the call starts.
- A summary.
- Your previous working day. That is Friday if today is Monday. Holidays and days you were out are skipped. The time you logged, and every task you touched: moved, commented, created, edited, or with time.
- Today. What is due or in progress, what carried over, and what is waiting on others.
- A checklist of what's left: decisions, today's tasks, blockers.
- Add a blocker, No blockers, Question or concern.
- Review opens the thread. Submit posts it, once you confirm. Snooze 15 min, I'm out today.
- How many tasks need you now, and where to find every command.
In the thread
Needs a decision is a numbered list, one task per row, each with its buttons underneath. (Rules › Slack can switch it to a carousel of cards instead.) Each one asks one thing:
- Missing time. You moved a task or commented on it, but logged no time. Pick 15m, 30m or 1h, or type your own amount. Not asked for a task you only created that's still open, or for changes Sally made for you.
- Note. You logged time with no note, or a note that tells a PM nothing. Sally (with Jev) judges whether a note says what was actually done.
- A task that slipped. It was due on your last working day and nothing happened to it, or it's overdue. The
freshest slips come first. The choices are Done, New date, or More…. Done is named for the status it
sets: the list's closed status, Complete on Linchpin's lists, or its done status if it has no closed one. The
green button is the one you picked. More… has:
- blocked,
- reassign, back to whoever created it or to anyone on the team,
- change priority,
- won't do,
- not sure: ask a PM.
Needs you now lists every task assigned to you in a status that waits on you, whatever its due date: Needs Dev Deploy, Needs Staging Deploy, Needs Prod Deploy and Needs Estimate (Rules › Tasks can add more). They're grouped by status, and they don't count toward Today's seven. Each leads with what its status needs:
- Deployed… on a deploy: pick where it goes next (the likely next statuses come first, such as In Client Review or Resolved after a prod deploy), log the time it took, and add a note. A deploy that's already out only needs this.
- An estimate picker on Needs Estimate: 15m to 8h, right on the row.
A task overdue by more than a year still goes to the clean-up instead.
Today lists your tasks in order: due date first, then priority. Within a day, urgent comes before low. A task with no priority counts as normal. Each row shows its estimate beside the time already logged, and has two controls:
- Edit opens one form for the task's status, due date, priority, estimate, time to log (and the day it was spent) and a note. Change several things, save once.
- The menu has the one-click answers: Done, New date, Blocked, Reassign, Add a note.
Edit, Deployed and the estimate picker go to ClickUp when you save, like every other answer. A note in the form is commented on the task when you submit.
Does the day fit? The top of Today adds up what's left on everything due today or earlier: each task's estimate minus the time already tracked on it. It compares that with your capacity (6h a day unless the admin's People page says otherwise). Tasks with no estimate can't be counted, so Sally says how many there are. Tasks overdue for more than a year are left out: they belong to the clean-up. The number updates as you answer.
Under it, Carried over says how long your overdue tasks have slipped: within the last week, the last month, longer, or over a year.
To fit the day appears when you're over. Sally suggests moving the least pressing work, from the bottom of your ranking, until the day fits. It never suggests an urgent task, or one that already has a decision card. For each:
- Move to your next working day,
- Pick a date,
- Keep,
- Reassign.
A move changes the due date straight away; why is commented on the task when you submit, like any other decision.
A few details are missing asks for a missing estimate or priority on up to three of today's tasks a day. Both decide the order of your day and whether it fits. They're set on the task as you pick them.
Older than a year appears only if you have tasks that far overdue. Review them lists each one with a link to it in ClickUp, where it lives, who created it, when it last changed and how much time is logged on it. Pick what happens to each:
- Still needed: pick a new date.
- Already done: close it.
- No longer needed: close as won't do.
- Give it back to whoever created it (not offered when that's you).
- Hand it to someone else.
- Not sure: ask a PM. Nothing changes on the task. Your standup asks a PM to decide, the task gets a comment saying so, and it stays out of your list for 30 days.
Leave a task alone and it stays as it is. Closed, re-dated and handed-off tasks stop coming up.
Reply in the thread to add a note about anything. Sally works out which of your tasks it's about and asks before attaching it there: Yes, add it there, another task, or just the standup. If it sounds like a blocker, Sally offers to make it one.
As you answer
Changes to tasks and time reach ClickUp as you make them, as you. You don't have to submit for them to count:
- the time you add is logged, and the notes you write are set on the time entries,
- estimates and priorities you fill in are set,
- decisions are applied: done, new date, reassign, priority, won't do,
- Edit, Deployed and Finished set what you saved.
The task row says saving to ClickUp… for a moment, then just what happened. The standup message counts what's in ClickUp so far, and names anything that didn't get there; Sally tries that again with your next answer and when you submit.
Changed your mind? Pick something else and ClickUp follows: a different date overwrites the first, a different amount of time changes the entry, and None needed removes it. Taking a choice back (unticking Done, Keep after New date) puts the task back as it was, unless someone has changed it in ClickUp since. Sally never overwrites someone else's change, and never moves a task that was finished in ClickUp before you got there.
Submitting
Submitting posts your words. Submit lists what Sally will post, as you, notes what's already in ClickUp, and flags anything you haven't answered. Submit in that form does it, ticking each one off as it lands:
- a comment on each task you decided about, saying why. Not sure changes nothing on the task: it gets a comment, and your standup asks a PM,
- your blockers, questions and notes, commented on their tasks,
- a Slack message to the PM about each blocker, and to whoever you're waiting on, since ClickUp doesn't notify people about mentions made by apps,
- one comment for you on today's Daily Standup task, with every task linked and your decisions listed.
Comments wait for submit so that changing your mind never leaves a trail of comments and notifications.
Changed your mind?
Once submitted, the cards and menus in the thread become read-only. The standup message offers two buttons:
- Make changes reopens it. Changes still go to ClickUp as you make them. Submit again and Sally posts only the comments that changed, and replaces your comment on the Daily Standup.
- Take it back deletes your comment on the Daily Standup and reopens the standup.
- What it doesn't undo: changes already made to tasks (time logged, dates moved, tasks closed). Someone may already have seen them or built on them.
- What it does instead: Sally lists those changes in the thread, linked. Change or clear an answer to undo one.
The EOD works the same way.
If you don't get to it
| When | What happens |
|---|---|
| 9:15 | One reminder. If you've started, it says Sally will submit what you've answered at 9:20; if not, that it goes in as drafted. |
| 9:20 | The cutoff. Your changes are already in ClickUp; Sally submits the rest, as you, and posts it on the Daily Standup, so the PM and client care can review it before the call. Anything unanswered goes in as drafted. Make changes afterwards to add more. |
| 9:30 | A DM with Join the call, unless you're out or said you can't make it. This replaces the 8:30 channel workflow and Slackbot's 9:30 reminder. |
| Snooze 15 min | Brings it back after 15 minutes. |
| I'm out today | Notes it on the Daily Standup and stops the questions until your next working day. |
The call
Rules › Slack holds the call's settings:
- Submit before the call: 10 minutes by default, so the cutoff is 9:20 for a 9:30 call. The standup says when.
- Standup call link: the Google Meet link. With no link, there's no Join button and no reminder.
- EOD call link: empty uses the standup link.
- Call time to log: 15 minutes by default. Sally logs it on the Daily Standup or EOD Wrap Up task, as you, when you said Joining or Running late and the call starts. If you answer after it has started, it's logged then. 0 logs nothing. Can't make it logs nothing.
Only people switched on in Sally get the reminder. Turn the channel workflow off once everyone is on.
Asking for it early
/standup drafts it now. If today's is already in your DM, it brings that one up to date instead.
/standup fresh drafts it again from ClickUp, as if for the first time. The old thread says it was replaced, and its
answers go, but anything they changed stays in ClickUp. Your comment on the Daily Standup stays until you submit the
fresh one, which replaces it. /eod fresh does the same for the EOD.
Every other command and shortcut is in Commands and shortcuts, and on Sally's Home tab under Shortcuts.