Check-ins allow an organization to welcome a new company and build rapport. Check-ins additionally assess what is going well for a company, what needs improvement and how the organization can help. Check-ins are created automatically by Kube when a contract with a space is moved in within the last thirty days, and quarterly. Kube does not assign a priority to the check-in when it is created. For more information about editing a check-in task, see Editing and assigning a check-in.
By default, Kube comes with three priorities: Low, Medium, and High. You can add additional priorities to fit the organization's needs.
This article describes adding new check-in task priorities.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
Adding check-in task priorities
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the Check-Ins tab. The Priority menu appears.
Click the Add button. The New Priority menu appears.
Complete the Name field.
Click Save.