---
title: Updates
description: Learn how to create automated recurring check-ins that capture your team's progress, priorities, and blockers.
---

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# Updates

## Learn how to create automated recurring check-ins that capture your team's progress, priorities, and blockers.

---

Get the full picture on your team's progress without interrupting anyone's flow. Choose questions, set a rhythm, and get those needed updates delivered on autopilot. 👨‍✈️

<iframe src="https://player.vimeo.com/video/1183917478?h=e18be84247&amp;app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" title="Updates Overview" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

👉 Before you start: 

- The updates feature is available as part of Trainual's operations suite, which includes three other powerful tools. [↗ **Learn how to unlock all four here**](https://trainual.com/operations-suite).

🗂️ **Table of contents:** Skip around to just the parts you need with these links.

- [**Updates overview**](https://help.trainual.com/en/updates#overview).
- [**Build a new update template**](https://help.trainual.com/en/updates#build-new). 
    - [**Step 1: Set up update basics**](https://help.trainual.com/en/updates#step-1-set-up-basics).
    - [**Step 2: Create check-in questions**](https://help.trainual.com/en/updates#step-2-check-in-questions).
    - [**Step 3: Choose who completes and who views this update**](https://help.trainual.com/en/updates#step-3-choose-who-completes-and-views).
    - [**Step 4: Publish your new update**](https://help.trainual.com/en/updates#step-4-publish).
- [**Fill out an update**](https://help.trainual.com/en/updates#fill-out-an-update).
- [**Review an update**](https://help.trainual.com/en/updates#review-an-update).
- [**Edit an existing update template**](https://help.trainual.com/en/updates#edit-an-update).
- **[Search and filter your updates page](https://help.trainual.com/en/updates#search-and-filter)**.
- [**Tips and additional resources for updates**](https://help.trainual.com/en/updates#tips-and-additional-resources).
- [**FAQs**](https://help.trainual.com/en/updates#FAQs).
- [**Learn more about Trainual**](https://help.trainual.com/en/updates#learn-more-about-Trainual).

---

### Updates overview: 

The days of vaguely asking 'so... how's everything going?' are over! Updates gives you real, detailed answers on your team's progress, delivered on the schedule you set.

💬 *What makes updates worth it? Let us recount the ways...*

- **⏱️ Standardize check-ins** with customizable templates sent on a recurring schedule (weekly, biweekly, monthly, or custom) to automate async check-ins.
- **📥 A searchable log of every check-in that builds over time**,so you can revisit past responses, catch recurring themes, and track people and team progress without relying on memory.
- **💪 Real-time info** on people and team progress and challenges, so you can give targeted feedback, ask better questions, and remove obstacles.

Once your template is live, everything runs in the background. Ready? Let's goooo! 👇

![](https://media3.giphy.com/media/v1.Y2lkPTc5MGI3NjExM3dod3JkczlyczY4Y204cXdyYWR2YXVjbDNwN3ViejM3eHQ3NTVyNiZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/Fn7EouKtFLHXhWKgFI/giphy.gif)

---

### Build a new update template:

Creating your first update template is a simple **four-step** process. Let's show you how!

🔹 **Step 1 →** To begin, you'll need to set up some update basics.

1. **Expand** "**Operations**"from the left-hand navigation menu.
2. Choose "**Updates**."
3. Hit the "**Create new**" **button** in the top right corner. 
4. **Fill out the basics**.
   
   ![Screenshot 2026-05-01 at 10.43.04 AM](https://help.trainual.com/hs-fs/hubfs/Screenshot%202026-05-01%20at%2010.43.04%20AM.png?width=540&height=257&name=Screenshot%202026-05-01%20at%2010.43.04%20AM.png)  
     - **Template name**.Add a clear title that reflects the purpose of the async update.
     - **Update type**.Does this update repeat, or does it only need to happen once?
     - **Set the cadence**. Daily, weekly, monthly, or custom.
     - **Set the due time**. The update submission deadline your team sees, displayed in their local time zone.
     - **Confirm the owner**. Defaults to you. Change it to another user, if needed.

📝 **Please note:** Due times display in-app based on each user's profile settings. If time zones are not set, deadlines will not be aligned. Have your team [**confirm their settings**](https://help.trainual.com/en/updating-your-my-settings-options#:~:text=Use%20the%20drop%2Ddown%20menus%20to%20select%20your...).

🔹 **Step 2 →** Create check-in questions for this update. 

1. **Enter your first question** in the field provided.
2. Include more by hitting "**Add another question**." 

💡 *Examples*

| What's one thing you accomplished this week that moved your goals forward? | What's your top priority before our next meeting, and what could get in the way? |
| --- | --- |
| What's one decision or piece of information you're waiting on me for that's holding you up? | What's something that worked well this week that the rest of the team could learn from? |

 

🔹 **Step 3 →** Choose who completes and who views this update.

1. **Decide which individuals and [groups](https://help.trainual.com/en/articles/8190371-groups?hsLang=en)** should complete this update.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-07-2026-08-12-43-4777-PM.png?width=288&height=194&name=image-png-Apr-07-2026-08-12-43-4777-PM.png)  
     - **Use the** **"Share" button** under “**Assign to**” to select eligible recipients (which will display your direct reports or managed groups only).
     - **Search for and select** people and groups in the pop-up window. 
     - Hit the "**Save**" **button** to apply your choices. 
2. **Decide which individuals and [groups](https://help.trainual.com/en/articles/8190371-groups?hsLang=en)** can see and track these updates.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-07-2026-08-21-20-6451-PM.png?width=288&height=163&name=image-png-Apr-07-2026-08-21-20-6451-PM.png)  
     - **Use the "Share" button** under **“Visibility”** to select eligible reviewers.
     - **Search for and select** people and groups in the pop-up window. 
     - Hit the "**Add**" **button** to apply your choices. 

 

🔹 **Step 4 →** Publish your new update.

Hit the "**Save and set active**" **button** to launch your newly minted update! 🚀

---

### Fill out an update: 

Here's how to find and complete your assigned updates.

1. **Expand **"**Operations**" from the left-hand navigation menu.
2. Choose "**Updates**."
3. Open your **pending updates** list under the "**need to complete**" **queue** by clicking the down arrow.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Jun-09-2026-05-03-58-7429-AM.png?width=475&height=73&name=image-png-Jun-09-2026-05-03-58-7429-AM.png)
4. Hit the **"Write update" button** to begin filling out an update.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Jun-09-2026-05-04-23-2243-AM.png?width=483&height=64&name=image-png-Jun-09-2026-05-04-23-2243-AM.png)
5. **Answer all of the assigned questions** in the pop-up window. 
6. **Hit the** "**Submit update**" **button** when you're ready to send it.

🔥 **Tip:** You don't have to fill out your update all at once!   
**Add to your responses during the time you're given**, close the window using the "x" in the upper right-hand corner when you need to step away, and come back as often as needed *before* submitting. Your **draft will auto-save**. 💾

---

### Review an update: 

Ready to see what your teammates shared? Here's how to check update responses.

1. **Expand** "**Operations**" from the left-hand navigation menu.
2. Choose "**Updates**."
3. **Locate an update** for a [**group**](https://help.trainual.com/en/articles/8190371-groups?hsLang=en) or personyou'd like to review. 
4. **Hit the** "**View all**" **button** to look over update submissions.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Jun-09-2026-05-28-33-1160-AM.png?width=607&height=66&name=image-png-Jun-09-2026-05-28-33-1160-AM.png)
5. **Choose a date** from the left-hand panel to review.
6. (*Optional*)Leave a note on the update using the comment box.
7. Click the "**Mark as read**" **button** when you're done reviewing.

![](https://cdn-std.droplr.net/files/acc_55744/iCqjSE)

🔥 **Tip:** Managing a large team? 👀 [**Use filters**](https://help.trainual.com/en/updates#search-and-filter) to find specific updates fast.

---

### Edit an existing update template: 

Need to make changes to an existing update template? **Click the three-dot menu** (**⋮**) **next to any update template** to access the following options: 

![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-07-2026-09-32-58-5938-PM.png?width=223&height=220&name=image-png-Apr-07-2026-09-32-58-5938-PM.png)

- **✏️ Edit**. Change the name, cadence, due time, questions, owner, assignees, or visibility choices for an update.
- **⏸️ Pause**. Temporarily stop sending updates without losing the template setup. Resume it anytime by [**filtering**](https://help.trainual.com/en/updates#search-and-filter) your view to "Inactive" status → clicking the three-dot menu (⋮) next to the title → selecting "Resume template."
- **🗃️ Archive**. When you no longer need an update, but you want to preserve its response history, archive it. Archived templates can be found under "Archived" in the status [**filter**](https://help.trainual.com/en/updates#search-and-filter).
- **❌ Delete**. This permanently removes an update template and all its response history and data. Proceed with caution, as this cannot be undone or recovered!

 

---

### Search and filter your updates page: 

Everything is organized and searchable. Here's how to navigate and filter your updates...

| **📑 Filter Type** | **🤹‍♂️ Choices** |
| --- | --- |
| **Date** | - 7 days. - 30 days. - 90 days. - All time. |
| **Owner** | - Me (aka, owned by yourself!) - All. |
| **Status** | - Active. - Inactive. - Archived. - All. |
| **Read** | - All  - Read - Unread |
| **Search for** | Use the magnifying glass icon to open and use the updates search bar. |

 

---

### Tips and additional resources for updates:

🎁 **Bonus learning**

Explore these extra materials to expand your understanding of how to set updates.

- 👨‍🏫 ****On-demand learning: **[Operations suite basics — super quick workshop](https://vimeo.com/1197854416?fl=pl&fe=sh)******.
- ♟️ ****Strategy guide:**** [****How to roll out the operations suite****](https://share.trainual.com/subject/88465318-8157-43d9-b251-1f5c3ddf42ff).
- 🔔 ****Webinar invite:**** **[Redefining how teams operate](https://trainual.zoom.us/webinar/register/WN_gYkGTKQfQASOGg1qyXyIbA#/registration)**.

---

### FAQs:

***Are updates available on the [Trainual mobile app](https://help.trainual.com/en/trainual-mobile-app-for-iphone-android?hsLang=en)?***  
Not yet. But this is on our roadmap. Stay tuned! 🛣️

***How can I submit my feedback and ideas about features?***  
If you'd like to share your thoughts about the operations suite or think of something else you'd like to see added in the future, send us your **[feature requests and ideas](https://help.trainual.com/en/articles/4113422-how-do-i-request-a-feature?hsLang=en)**.

---

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