Customizing your retrospective

You can customize your retrospectives and tailor them to the needs of your team. This includes:

• Titles
• Topics and topic descriptions
• Topic Icons
• Anonymity
• Background images
• Process steps (including which steps and the default for each step)
• Enable or disable process steps and features

Customize a new template

1. Navigate to the RETROSPECTIVES tab within a specific team.

   

   
   

2. START A RETROSPECTIVE and select from our ready-to-use templates or choose a Blank Template if you wish to start from scratch.

   

3. Change the TITLE for your meeting, give CONTEXT to set the stage, and choose your ANONYMITY.

   
   

• ANONYMOUS - means all names will be hidden even to the facilitator.
• ALIASES - will add a unique avatar and name to each participant.

• NAMES -  each team member's name will be visible to the rest of the team.

  

4. Use the TOPICS tab to edit titles, descriptions, icons, order, and color of each topic.

   

   • Click on the icon to choose from a variety of EMOTICONS, ICONS, LETTERS & NUMBERS. You can also UPLOAD your preferred images for a more personal touch.

     

• Use the color pallet to change the color of the topic and icon.

  

5. Use the PROCESS tab to enable/disable steps, reorder steps, and set the defaults of each step, including a timer. Please note that you cannot disable Brainstorm and the Close steps.

   

6. Use the OPTIONS tab to enable/disable additional features such as:
   • LIVE FEEDBACK AND REACTIONS
   • REACTIONS
   • COMMENTS

   • COMMENT REACTIONS

     

7. Click START RETROSPECTIVE and your retro is ready for your team!

Customize an existing template

1. Locate the retrospective within your team and open it.

2. Click on the OPTIONS icon on the top left, followed by CUSTOMIZE.

   

   
   
3. Follow the instructions in step 3 above.