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.

Last updated 28 Aug 2024

Jump to:

• Introduction
• Which tasks are required
• Further confirmation

Introduction

Please read Daily Tasks: Explained before you configure your first venue. This article walks you through defining which tasks are required in each venue. 

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.

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.

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.

Kobas System Preferences

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. 

They can be used to capture footfall numbers from your door, for example.