Standard check-ins allow an organization to welcome a new company and build rapport. Standard 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 active for the specified amount of time. For information about setting check-in frequencies, see Setting default contract options.
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 standard check-in 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.