In your company account, you can turn on custom fields where you can enter, for example, the number of entries, records, or employees. Quit Excel and enter client-related numbers in Uku, so they are always easy to find!
You can also name and add as many fields as you need. The report will give you a convenient overview of all the numbers.
A company account is required to add a data field. You can manage additional fields under “Settings” -> “Task Settings.” There are already additional fields for entries, line items, and the number of employees in Uku. Clicking on the “+ NEW CUSTOM FIELD” button, a window will appear:
Provide a name for your field and select the type of field you wish to create - number, text, choice, or article.
Custom fields can later be renamed or if needed, deleted.
When a new custom field has been added it can be found under “More options” on the task window.
Enable the needed custom field and fill in while completing the task by entering the value.
Custom fields in report
In the report you can see the custom fields when clicking on the three dot menu and enabling the field you need.