Uku in English

41 articles in this collection
Written by Maile Roosmäe

Getting started with Uku

Uku user manual

Enter tasks, measure time spent on tasks, get an overview of the status of the tasks, and more.

Written by Maile Roosmäe
Updated over a week ago

Getting started with Uku - for the manager

You have an overview of jobs, customers, and users - all in one place!

Written by Maile Roosmäe
Updated over a week ago

Getting started with Uku - for the specialist

Get an overview of your own work and measure the time you spend on it!

Written by Maile Roosmäe
Updated over a week ago

Company account

How to use client custom fields?

Create client custom fields to add more information for the client

Written by Maile Roosmäe
Updated over a week ago

How to create a company account?

There are 3 ways to add a company account in Uku.

Written by Maile Roosmäe
Updated over a week ago

How to add templates?

Thinking it through and creating templates that fit your needs is key to a smooth workflow.

Written by Maile Roosmäe
Updated over a week ago

How to add one template to several clients?

Written by Maile Roosmäe
Updated over a week ago

How to use topics?

Topics help to group tasks.

Written by Maile Roosmäe
Updated over a week ago

How to use client groups?

Segment your clients according to your preference.

Written by Maile Roosmäe
Updated over a week ago

Users

How to add users?

Uku is perfect for team work!

Written by Maile Roosmäe
Updated over a week ago

User roles and permissions

User role defines what actions user is allowed to perform

Written by Maile Roosmäe
Updated over a week ago

How to change the user assigned to the client?

Add, replace, or remove the user from the client’s work schedule.

Written by Maile Roosmäe
Updated over a week ago

Tasks

How to add a task?

Adding a task in Uku is quick and easy. You can enter a lot of useful information as well.

Written by Maile Roosmäe
Updated over a week ago

How to measure time?

Measure the work time spent on work in a way that suits you!

Written by Maile Roosmäe
Updated over a week ago

How to set a due date?

Written by Maile Roosmäe
Updated over a week ago

How to set a recurrence for a task?

It is worth setting up all the work done periodically as repeat tasks so that no work is forgotten.

Written by Maile Roosmäe
Updated over a week ago

What are custom fields and how to use them?

Keep count on entered lines, workers etc.

Written by Maile Roosmäe
Updated over a week ago

How to monitor task status using custom fields?

Written by Maile Roosmäe
Updated over a week ago

Clients

How to add clients?

Adding clients allows you to tie a task to a customer and keep all necessary client info in one place

Written by Maile Roosmäe
Updated over a week ago

How to create a work plan for my client?

Make a work plan that suits the client so that all the work is written down correctly.

Written by Maile Roosmäe
Updated over a week ago

How to import clients?

Instead of entering customers one by one, you can use XLSX import for a large customer base.

Written by Maile Roosmäe
Updated over a week ago

How to delete a client?

Delete your client from Uku.

Written by Maile Roosmäe
Updated over a week ago

Report

How to use report?

Report gives an overview of tasks that are done and planned for the future.

Written by Maile Roosmäe
Updated over a week ago

How to save a report?

If you often use the same filters in your report, it makes sense to save those options.

Written by Maile Roosmäe
Updated over a week ago

How to save an office-based report?

Written by Maile Roosmäe
Updated over a week ago

How does monitoring work?

Uku monitoring is the best way to monitor customer agreements and real workload

Written by Maile Roosmäe
Updated over a week ago

FAQ

How to save Uku to your Home Screen?

Written by Maile Roosmäe
Updated over a week ago

How to order Uku Standard plan?

Your Subscription Plan

Written by Maile Roosmäe
Updated over a week ago

How to reset my password?

To change your password (or get one) you only need your email address

Written by Maile Roosmäe
Updated over a week ago

How to delete my Uku account?

Written by Maile Roosmäe
Updated over a week ago

Best practices

How to effectively use your dashboard?

Tips and tricks to organise your day for success.

Written by Maile Roosmäe
Updated over a week ago

How to use your calendar?

Written by Maile Roosmäe
Updated over a week ago

Installing Mini Uku

Instructions for installing Mini-Uku.

Written by Maile Roosmäe
Updated over a week ago

How to activate apps?

Written by Maile Roosmäe
Updated over a week ago

How to switch to a different plan or change the billing frequency?

Written by Maile Roosmäe
Updated over a week ago

What is the difference between yearly and monthly billing?

Written by Maile Roosmäe
Updated over a week ago

Billing solution

How does billing work in Uku?

Written by Maile Roosmäe
Updated over a week ago

How to create products?

Create products of the services your accounting firm is offering to your clients.

Written by Maile Roosmäe
Updated over a week ago

How to create invoices and send them out from Uku?

Written by Maile Roosmäe
Updated over a week ago

How to manage the content of the invoices that you send out?

Send invoices to customers with your own custom subject and content.

Written by Maile Roosmäe
Updated over a week ago

How to send out invoices from your own domain?

Written by Maile Roosmäe
Updated over a week ago