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. The Check-In menu lets you quickly add tasks, complete checklist items, see past check-ins, and quickly access the Company Snapshot.
This article describes marking a check-in task complete.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
TIP: Renewal Check-Ins are also managed from this menu and are managed the same way.
Marking a check-in complete
Click the Home button. The Community Dashboard Overview menu appears.
Select Members in the side menu. The Directory appears. Select the Check-Ins tab.
Locate the check-in task in the grid and click the three dot additional options button.
Click Mark Complete. The Close Task menu appears.
Complete the Overall Pulse Check field.
Click Mark Complete.
TIP: To view completed check-in tasks, switch the Status filter on the Check-In menu to Completed.