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. When a check-in task is created, there are checklist items that an assigned user needs to complete. Kube comes with a default list, but additional checklist items can be created to fit your organization's needs.
This article describes adding a new check-in task checklist item.
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 a check-in checklist item
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.
Select the Checklist tab. Click Add.
Complete the Name field.
Click Save.
NOTE: Once a checklist item is marked completed, it cannot be modified.