Get Started - 4 Steps to Success

Follow these 4 steps in ScrumGenius, and your team members will seamlessly integrate into ScrumGenius in no time! To make your team whole and fully realize its productive value, here’s what you’ll need:

The 4 steps to launch your team from Zero to One:

  1. Connect your team
  2. Learn best practices for standup reports
  3. Get your team members to check-in
  4. Review your team's check-ins and stats

Take about 10 minutes on each step to get set up.

Step 1. Connecting your team

ScrumGenius supports popular platforms such as Microsoft Teams & Slack. We also support regular old email! Once you register an account with ScrumGenius, choose your selected platform below and follow the simple instructions provided to connect your team.

Getting started with Microsoft Teams

Getting started with Slack

Getting started with Cisco Webex Teams

Getting started with Email

Once you’ve gone ahead and done that, ScrumGenius will import all your team members into your ScrumGenius account. As they will be able to login via Microsoft or Slack, they do not need to register an account individually. ScrumGenius will also import all the channels your team already uses, so you can choose any channel (or create one for ScrumGenius such as #scrum or #standups) to broadcast your team’s report answers back to Microsoft Teams and Slack.

More on that later…

Step 2. ScrumGenius-approved best practices!

Terminology overview

Team in ScrumGenius is a group of people that are members of a team in a chat platform.

Report is the equivalent of a standup meeting; a scrum team (a subset of the larger team) will be scheduled to get a regular prompt asking them questions. When the members respond through their chat platform or via the web, the answers are collated in one report that is accessible through ScrumGenius' Dashboard, or via emailed summaries. 

The Dashboard is part of the ScrumGenius site where any member of a team can browse the responses to reports, both present and historical.

Configure and customize

After connecting your team, ScrumGenius will have a number of pre-configured report templates created for you and ready to go under Reports.

We recommend that you select the pre-configured report that best suits your needs. Otherwise, we have the option to build a customized report. To learn more about private reports, click here

Here, I have selected the Daily Standup report, where I have been redirected to the first section: Questions.

Feel free to use the default questions that were pre-configured based on the selected report, or to go ahead and customize these questions to suit your team’s current project. You can also add new questions or switch the order of the questions.

Our tools give you everything you need to help struggling team members. Here are some more advanced features you can play with:

Adding members

ScrumGenius can support multiple reports within an account. The Members section shown below allows you to further consolidate different reports to smaller projects & scrum teams within your larger team.

In Microsoft Teams, you can even run reports for members in different tenants - great for vendors and contractors!

Timezone customization

At this stage, we highly recommend that remote & WFH team managers customize the timezone of each team member. By default, all team members use the original timezone set on the report.

Go to Team Settings to configure the report so that everyone receives the standup questions and report summary in their local time. This feature reduces timezone-related project delays and boosts global communication.

Learn more about multiple timezone support and more best practices here.


Next, configure your schedule. This is where you choose which channel to send your report to in Slack or Microsoft Teams, and what days of the week the report is sent out.

A report can be configured to run daily or monthly, and we encourage you to customize your report schedule to suit your team’s current project - such as bi-weekly reports for some agile sprints. 

Final touches

To conclude your report customization, configure your notifications. This is where you choose how long the report is active for (pro tip: we recommend having a longer report period for teams in multiple timezones). 

Here, you can also add external and internal email recipients for our nicely formatted email summary. Learn more about the report summary email.

While you’re doing all of that, you might also want to…

On-board your team members!

Feedback from long-time ScrumGenius users tells us that on-boarding your team members is the most important step in getting peak value out of our solution. This avoids miscommunication on other platforms and allows for a smooth team transition to ScrumGenius as their primary standup source of information.

Let them know why ScrumGenius is important to the team! An email like this goes a long way to making sure no one gets left behind:

Pro tip: Coordinate with everyone on the team for the first standup so that they understand how to interact with the ScrumGenius bot and enter their standup. This can prevent any future confusion during work phases. We have a feature that allows you to do this effortlessly: go to Reports > Edit and click Run to do manually do a test run with your team!

Don’t lose your humanity!

While the ScrumGenius bot single-handedly saves you thousands of hours (and dollars!) in meeting time every year, take the time to personally check-in with your team weekly or bi-weekly. Human communication is key to motivating team members and keeping them connected to the purpose of their work, or they may lose track of the bigger picture. Don’t alienate your team from their hard work! We recommend doing follow up video and audio calls that use ScrumGenius' reporting to have more efficient meetings.

In Microsoft Teams, you can even do this directly through ScrumGenius. Simply enable the Video Meeting option under Additional Settings, and ScrumGenius will DM each member on your team an invite link to a video meeting room with the day's report attached!

Step 3. Entering your check-ins

Like we mentioned above, we really do recommend coordinating manually with everyone on your team for your first standup. ScrumGenius offers several easy options for you and your team members to fill in your reports:


What it sounds like. You can always edit your report if you get lightning-quick project updates within your report period. To do this, select Share > Check-in notifications > Chat. Here’s an example of filling in a standup report through interactive chat!


Click the Open Report in Web button our bot sends you through the chat platform, and you’ll be taken to a secure page on our website to fill in your report right away. On our web check-in interface, you can reference items from external integrations inline in your report, bringing extra context to your team standups! 


You can also choose to notify team members check-in via Email by selecting Share > Check-in notifications > Email or Chat and Email.

Each team member can also choose to get their standup report via Email as well, even if they are using a chat platform like Microsoft Teams. You can do this by changing your user notification settings in My Settings (where your team members will also be able to customize their timezones!)

Our email check-in will also show team members their responses to the last check-in; here's what it would look like:

Feel free to use our hashtag function to ‘tag’ your answers to different aspects of the project - which helps drive analytical insight even more! You can even be creative and use emojis.

Once the report period closes, everyone’s standup answers will be sent directly to your inbox. This way, team members get an idea of each other’s progress and the overall project velocity. And if you feel the need to add or change your standup answers at any time, you can always edit them in your ScrumGenius dashboard online.

Step 4. Review your team's check-ins

ScrumGenius provides a number of options that help you manage your team better and review progress all in one glance, while also ensuring transparency across the board.

This leaves more room in face-to-face meetings to discuss blockers and ask questions, so no one has to scramble for clarification later on.

Here are some cool ScrumGenius features that will help you collaborate more efficiently with your team members:

ScrumGenius Dashboard

The dashboard is the most powerful way to get a bird's eye view of what everyone's working on. ScrumGenius allows for viewing standup data in many different ways. You can group answers by the standup question, or even view the answers for a particular team member!

See below for how to review an individual member's report and standup history:

Every team member can access the ScrumGenius dashboard. This ensures that everyone is in the loop. When you connect your team to ScrumGenius from a chat platform and assign them to a report, they will be able to sign in to their account and view the dashboard.

Search Insights

Using our new Insights feature, you can now get the most powerful standup analytics without needing to exit the comfort of your Microsoft Teams tab. View standup history by time elapsed, individual team members, or by standup status. You can even keyword search your team's standup history to pull important information up for reference quickly!

Report summary email

Once the report period is closed, ScrumGenius sends all members an email summary of your team's standup answers. This keeps team members accountable and on the same page, as everyone has access to a public record of tasks. Now, everyone knows what they’re working on and what they need to focus on next. This is great for teams transitioning to chat platforms like Microsoft Teams!

The email summary can be customized for each report, and you can choose who receives it and when. This means you can add people who don’t have a ScrumGenius account, like managers and other project stakeholders who don't need to participate in standups directly, but still want to keep up to date and have oversight.

To learn more about report summary emails, select here

Channel broadcasts

ScrumGenius offers many custom options to suit your team. If your team members are consistently using their chat platform and are already comfortable with Microsoft Teams or Slack, you should enable updates to be sent to a public Teams channel. You can configure the ScrumGenius bot to broadcast updates to any channel of your choice under Edit Report > Notifications.

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