--- title: "Daily Tasks: Configuring your daily tasks" description: We understand that no two venues are the same. As such, there are customisable aspects of Daily Tasks that you will need to set for each venue. --- [Skip to content](https://help.kobas.co.uk/daily-tasks-configuration#main-content) English Show submenu for translations [More support](https://help.kobas.co.uk/kb-tickets/new?hsLang=en) [![kobas-logo-inverted-1200px-w-72ppi](https://help.kobas.co.uk/hs-fs/hubfs/kobas-logo-inverted-1200px-w-72ppi.png?width=140&height=34&name=kobas-logo-inverted-1200px-w-72ppi.png)](https://help.kobas.co.uk/?hsLang=en) - Top Articles Show submenu for Top Articles - [🖨️ Printer Issues](https://help.kobas.co.uk/printer-troubleshooting) - [💻 Tills, KDS & UPS Issues](https://help.kobas.co.uk/till-ups) - [📱MPoS (tablet) Issues](https://help.kobas.co.uk/mpos) - [🌐 Network Issues](https://help.kobas.co.uk/network-troubleshooting) - [Log into Kobas Cloud](https://login.kobas.co.uk/) - [Ticket Portal](https://help.kobas.co.uk/tickets) Open main navigation Close main navigation - Top Articles Show submenu for Top Articles - [🖨️ Printer Issues](https://help.kobas.co.uk/printer-troubleshooting) - [💻 Tills, KDS & UPS Issues](https://help.kobas.co.uk/till-ups) - [📱MPoS (tablet) Issues](https://help.kobas.co.uk/mpos) - [🌐 Network Issues](https://help.kobas.co.uk/network-troubleshooting) - [Log into Kobas Cloud](https://login.kobas.co.uk/) - [Ticket Portal](https://help.kobas.co.uk/tickets) - English Show submenu for translations - [More support](https://help.kobas.co.uk/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.kobas.co.uk/?hsLang=en) 2. [Operations](https://help.kobas.co.uk/operations?hsLang=en) 3. [Compliance & Task Management](https://help.kobas.co.uk/operations?hsLang=en#compliance-task-management) July 2, 2025 # Daily Tasks: Configuring your daily tasks ## We understand that no two venues are the same. As such, there are customisable aspects of Daily Tasks that you will need to set for each venue.   #### Jump to: - [Introduction](https://help.kobas.co.uk/daily-tasks-configuration#intro) - [Which tasks are required](https://help.kobas.co.uk/daily-tasks-configuration#config) - [Further confirmation](https://help.kobas.co.uk/daily-tasks-configuration#further) --- ### **Introduction** Please read [Daily Tasks: Explained](https://help.kobas.co.uk/daily-tasks-explained?hsLang=en) before you configure your first venue. This article walks you through defining which tasks are required in each venue.  **Top Tip:** You can choose to send snapshot emails when [Closing Tasks](https://help.kobas.co.uk/system-preferences?hsLang=en) are completed. If you do not use Cash Logs (such as a venue acting as Central Production Kitchen), the venue will need to put through a 1p transaction on EPoS and complete the Closing Tasks Cash Log in order for the snapshot email to be sent. --- ### **Which tasks are required** To customise Daily Tasks, first, go to **Administration \> Daily Operations - Regular Tasks**. The configuration is per venue, so you only have to select the tasks that are relevant to each site. The step-by-step process only allows you to progress to the next task once the current task has been completed, leaving nothing to chance. Select your chosen venue from the drop-down menu. Once selected, you will see the Opening, In-Shift and Closing tasks for your venue, as in the example below. ![](https://help.kobas.co.uk/hs-fs/hubfs/image-png-Jul-04-2024-12-23-33-4585-PM.png?width=388&height=649&name=image-png-Jul-04-2024-12-23-33-4585-PM.png) You can copy the settings from another venue, should you wish, using the **Copy:** and **To:** options at the top. Otherwise, you can start from scratch. The table above shows the tasks currently assigned to our venue. By using the ***Edit***, ***Delete***, and ***Add Another** *buttons, we are able to change the number, order, and frequency of which the tasks that will appear. Tasks will default to “Daily,” but selecting **Edit** will allow you to change this to either a Weekly, or Monthly task. If you wish to reorder the sequence in which your tasks appear, please note that reassigning a single task’s “Order” number *will not* automatically reorder the entire selection. It is therefore important to ensure that each task is manually assigned a unique number, which is then saved by selecting **Update**. Once you have refreshed your page, the table will display the new order you’ve created. --- ### Further actions #### Safe and Till Float par levels The par levels for your safe and Till Float are set in the [Venue Details menu](https://help.kobas.co.uk/managing-venues-and-areas-within-kobas?hsLang=en). #### Creating an Opening Checklist The customisable elements of the Opening Checklist can be configured by going to ***Administration \> Daily Operations - Opening Checklists**.* On this page, you select "New Checklist Item" and then you can name it, add a description, assign it to all or a specific venue and designate the frequency. Once you save, this adds the new item onto the main page. Back on the main page, you can delete and reorder checklist items. #### Creating in-shift checklists View our article on the [in-shift tasks](https://help.kobas.co.uk/daily-tasks-shift?hsLang=en). #### [Kobas System Preferences](https://help.kobas.co.uk/system-preferences?hsLang=en) Please consider preferences that relate to daily tasks, such as alert emails. #### Cash Log Custom Fields By going to **Administration \> Daily Operations - Custom Checklists** you can define custom fields in your cash log. They will require a numeric value and will be entered manually by the manager in each venue, completing the [Closing Task process](https://help.kobas.co.uk/completing-daily-tasks?hsLang=en).  They can be used to capture footfall numbers from your door, for example.   Return to [Training for Administrators](https://help.kobas.co.uk/training-for-administrators?hsLang=en) Next: Take a look at [Completing Daily Tasks](https://help.kobas.co.uk/completing-your-daily-tasks?hsLang=en)   - [Updates and Help](https://help.kobas.co.uk/updates-and-help?hsLang=en#main-content) - [Hospitality tips and advice](https://help.kobas.co.uk/updates-and-help?hsLang=en#hospitality-tips-and-advice) - [Updates](https://help.kobas.co.uk/updates-and-help?hsLang=en#updates) - [Troubleshooting](https://help.kobas.co.uk/updates-and-help?hsLang=en#troubleshooting) - [Professional Services](https://help.kobas.co.uk/professional-services?hsLang=en#main-content) - [Kobas Online Learning](https://help.kobas.co.uk/professional-services?hsLang=en#kobas-online-learning) - 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