This video explains how to utilise participant check-ins in Astalty to track interactions with participants. It demonstrates how to set up the check-in period for each participant based on preferences and needs. Additionally, it shows how to track check-ins by documenting interactions on the task board and explains that check-ins are specifically for interactions with participants, not external stakeholders. Finally, it highlights the feature to filter caseloads by check-in status to stay proactive in scheduling interactions.
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- Participant Check-in
Participant Check-in
- Published
- 5 Mar 2024
- Last updated
- 16 May 2025
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