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Getting set up

1. Set up your profile

The first thing you'll want to do when starting with Steady is set up your profile.

  1. Add your name
  2. Upload your headshot
  3. Customize your title and location
  4. Add a bio

Tip: Use the bio to make it easier for your organization to know what you are all about.

2. Hook up your calendar

Steady integrates with Google Calendar to automatically pull in completed events alongside your check-ins, making it easier to share what you were focused on previously, and giving you more context for writing your check-in.

To connect it, go to Preferences—Connections and click on the "Connect Google Calendar" option. You'll be prompted to select your Google account and authorize Steady to read your calendars and calendar events.

After that, you can select which calendars you'd like to monitor. The sync is not retroactive, so the first events will be visible in your next check-in. (If it's after your check-in time for the day, that will be your draft check-in.)

3. Check your notification preferences

Steady will send you notifications and reminders across all your connected channels, but if you prefer to only get reminders in Slack, we've got you covered. You can view and adjust which actions trigger a notification and when and where Steady sends reminders in Preferences - Notifications.

What Steady notifies you about

We'll send you notifications by email and Slack or Microsoft Teams (if connected) for:

  • Check-in reminders
  • Goal update reminders
  • When new goals are created
  • When team members react to or comment on your check-ins or goal updates
  • When you're @mentioned
  • When team members have blockers (if you're a Team Lead)

When and where Steady notifies you

By default, Steady will remind you to check in and provide goal updates at 9 AM in your time zone. Notifications are sent immediately. For instance, if someone @mentions you.

4. Set your upcoming vacation days

If you’re going on vacation or leave and want to disable check-in prompts while you’re away, go to Preferences - Planned Absences and click on the days when you won’t be checking in.

5. Customize your team's profile

You can edit your team's name, select a photo, and create a description for your team in its Team Settings -> General section. Profile information information is shown on the Teams & People page and your Team Profile, so add a brief description to let others at your company know what you and your team focus on.