Do you want to check certain topics regularly across all teams? Then the workspace health rotation helps you to automate exactly that.
The standard rotation setting
As a workspace admin, you can adjust the workspace health rotation by activating the checkboxes to the left of the items:
By default, 2 of these activated items from the workspace health rotation are always suggested for the teams' retrospectives. However, team admins can adjust these suggested items as they wish, unless you select the "Force rotation" checkbox:
Select fixed intervals for the rotation per item
There is also the option of setting additional fixed frequencies for the items:
- Weekly
- Every 2 weeks
- Monthly
- Every 6 weeks
- Quarterly
- Half-yearly
- Annually
If you select an interval, this item is suggested for every new retrospective of a team that has not yet answered this item within the selected period.
The rotation logic then works as follows:
- Items with a fixed frequency are only recorded exactly once in the selected period (e.g. quarterly / annually).
- "Items without frequency" are fillers for the 2 automatically suggested workspace health items in new team retrospectives.
- "Items with fixed frequency" always have priority over "items without frequency" to ensure that the frequency is maintained.
- For example, if there are only 2 items without frequency, these can be proposed several times in succession for team retrospectives if they are not displaced by any "items with frequency".
- If you adjust the workspace rotation, the surveys already generated will not be affected.
Our recommendation for using the Workspace Health rotation
- Only select a fixed frequency for the most important 2 to 3 items and add any number of items with an open rotation. Remember: The more items rotate, the less frequently you will receive current data on the items.
- If you choose too many items with a fixed frequency, the items from the open rotation (depending on the retro interval of the teams) may not appear at all.
Separate workspace pulse check surveys
Would you prefer to query the workspace items separately and not necessarily as part of the team retrospectives? No problem, then activate the "Workspace pulse check".
The pulse check workspace automatically generates surveys and checks in all teams which items in the selected interval have not yet been answered by the team. All workspace items that have not yet been answered in the selected interval are then included in the team's pulse check survey.
The workspace pulse check therefore ensures that all workspace items are answered with a frequency of – by all teams, even if they have not carried out a retrospective within the interval.
Further details and video tutorial: Workspace pulse check