Standard check-ins allow your organization to welcome a new company and build rapport. Standard check-ins additionally help your organization assess what is going well for a company, what needs improvement, and how the organization can help. The Check-Ins menu lets you quickly add tasks, view and complete checklist items, view past check-ins, quickly access the Company Snapshot, and also manage Renewal Check-Ins.
This article describes editing and assigning a check-in task.
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.
Editing and assigning a check-in task
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 Edit/Assign. The Edit Activity menu appears.
Assign the check-in task if desired. Click Save. See the end of this article for a screen reference.
Click Close to exit the menu without making any changes.
Edit activity screen reference
Title | For internal reference. This field is automatically populated by Kube and cannot be modified. |
Due Date | The due date is automatically set by Kube for 30-days from the creation date of the check-in. For more information about setting the cadence for check-ins, see Setting default contract options. |
Assigned To | Select the internal user assigned to complete the check-in. Multiple internal users can be assigned. |
Priority | Select the urgency of the task. This helps users determine which order tasks should be completed in. |
Comments | You can tag internal users in notes you add. Type @ and then their name to select it from the suggested list. |