How to customize Standly for your team's workflow

Tailoring Standly to Your Team’s Unique Workflow

Every team has its own rhythm, communication style, and way of working. That’s why Standly was built to be flexible and adaptable from day one. Whether you’re a fast-moving startup or an established enterprise team, you can customize Standly to fit seamlessly into your existing workflow.

Getting Started with Team Configuration

When you first set up Standly, you’ll want to think about a few key areas:

1. Standup Schedule and Timing

Daily standups: Perfect for agile teams working on tight sprints
Bi-weekly check-ins: Great for teams with longer development cycles
Custom schedules: Set up different frequencies for different projects
Time zone considerations: Standly automatically handles global teams

2. Custom Questions

While Standly comes with smart defaults, you can customize standup questions to match your team’s needs:

What did you work on yesterday?
What are you planning to work on today?
Are there any blockers or challenges?
How are you feeling about the current sprint?
Any updates on project X?

3. Integration Setup

Connect Standly with your existing tools to automatically pull in context:

Jira: Automatically include ticket updates and sprint progress
GitHub: Show relevant pull requests and commits
Trello: Include board updates and card movements
Linear: Pull in issue updates and project status

Advanced Customization Options

AI Behavior Tuning

Standly’s AI learns from your team’s communication patterns, but you can also guide its behavior:

Tone settings: Formal, casual, or somewhere in between
Summary length: Detailed reports or quick overviews
Focus areas: Emphasize certain types of updates or projects
Escalation rules: When should managers be notified of blockers?

Team-Specific Workflows

Different teams within your organization might need different approaches:

Engineering Teams:

Focus on code commits, pull requests, and technical blockers
Integration with development tools
Sprint-based reporting

Design Teams:

Emphasis on creative work and design reviews
Integration with design tools like Figma
Project-based updates

Product Teams:

Customer feedback integration
Feature prioritization updates
Cross-team collaboration status

Manager Dashboard Customization

Managers can customize their dashboard views to focus on what matters most:

Team health metrics: Overall team satisfaction and productivity
Blocker tracking: Identify and resolve impediments quickly
Velocity trends: Track team performance over time
Individual growth: Monitor personal development and goals

Best Practices for Team Adoption

Start Simple

Begin with Standly’s default settings and gradually customize as your team gets comfortable:

Week 1-2: Use default questions and daily schedule
Week 3-4: Add team-specific questions
Month 2: Integrate with your primary tools
Month 3+: Fine-tune AI behavior and advanced features

Involve Your Team

The best customizations come from team input:

Ask for feedback on question relevance
Gather suggestions for tool integrations
Let team members influence the AI’s tone and style
Regularly review and adjust based on usage patterns

Iterate and Improve

Standly provides analytics on engagement and effectiveness:

Monitor response rates and quality
Track time saved vs. traditional meetings
Measure team satisfaction with the standup process
Adjust based on what’s working and what isn’t

Common Customization Scenarios

Remote-First Teams

For distributed teams across multiple time zones:

Set up asynchronous standups with flexible timing
Use video updates for more personal connection
Implement follow-up notifications for different time zones
Create region-specific team groups

Agile Development Teams

For teams following agile methodologies:

Align standup timing with sprint schedules
Integrate with sprint planning tools
Focus questions on sprint goals and user stories
Generate automated sprint retrospective summaries

Cross-Functional Teams

For teams with diverse roles and responsibilities:

Create role-specific question sets
Set up different reporting frequencies by function
Use tags to categorize updates by project or initiative
Enable cross-team visibility for shared projects

Measuring Success

Track these metrics to ensure your customizations are working:

Engagement: Are team members consistently participating?
Quality: Are updates becoming more informative over time?
Efficiency: How much time are you saving vs. traditional meetings?
Satisfaction: Do team members find standups valuable?
Outcomes: Are blockers being resolved faster?

Getting Help

Remember, customization is an ongoing process. Our customer success team is here to help you optimize Standly for your team’s specific needs. Whether you need help with advanced integrations or want to brainstorm new workflow ideas, we’re just a message away.

Ready to transform your team’s daily communication? Start with Standly’s free plan and discover how AI-powered standups can boost your team’s productivity and happiness.