Uku's new Task view
TL;DR: The updated Task view splits into two panels: the Task Content panel for managing task details, and the Communication panel for viewing emails, comments, and Client Portal messages.
Who can do this
Any Uku user with access to the task can view and interact with the Task view
Admin or assigned Member rights are required to edit task details
Client Portal must be activated to use portal-related features
Task Content
The Task Content panel is used to manage the core task information.
Task title and template
Start by entering the task title or choosing a suitable task template.
Read how to add a task from a template.
Assigning users
In the task header, you can select users and assign followers if needed.
Task options
Define whether the task is:
Extra work
An important task
Snoozed (postpone the due date)
Other actions available from the three-dot menu
Client and topic
Select the client.
Select the task topic.
If the Client Portal is activated, you can decide whether to send the task there.
Read how to activate the Client Portal.
Client Portal task settings
If the task is sent to the Client Portal, the relevant fields appear automatically:
Select the contact to whom the Client Portal task is assigned.
The Assign as task checkbox is selected by default. It ensures the task is visible in the Client Portal and the client receives an email notification. When the client marks the task as completed, the checkbox turns gray. The client can reopen the task by reactivating the checkbox.
Decide whether the task should be automatically marked as completed when the contact marks it as done.
Task content details
Add a checklist to track task progress. A percentage indicator shows how many items have been completed.
Add a description to provide more context.
Additional task options
You can also add:
Attachments
Time estimates
Additional task fields
Dependencies to other tasks
You can start a timer and mark the task as completed using the controls in the task view.
Time Management
To enter time manually or adjust previously recorded time, select the time icon.
In the time entry window, you can:
Mark whether the time entry is billable
Add a comment to the time entry
Adjust previously recorded time
Add new time entries
Delete a time entry from the three-dot menu
Specify whether the time entry was for remote work or office hours
Communication
The Communication panel displays all task-related communication.
Viewing communication
In the tab menu, you can choose to view:
Communication history and emails
Activity history
Sorted communication history
Use the three-dot menu to change or delete messages and comments.
Sending messages
Using the communication action icons, you can:
Send an email to the client
Leave a comment for another user
Send a message to the Client Portal
Adding a comment
Select the comment icon.
Enter your comment and select Add.
The comment appears in the communication panel with a yellow background.
Sending an email
Select the email icon to open the email window.
Specify the recipient, the subject, and the email content.
Use the toolbar icons to add a template, enable automation, attach files, or format text.
All emails sent within the task are displayed in the communication panel with a white background.
Sending a Client Portal message
Select the Client Portal icon.
Enter your comment and select Send Portal Message.
The message appears in the communication panel.
Troubleshooting
Client Portal fields do not appear when creating a task. The Client Portal must be activated for the client before portal-specific fields become available. Check the client's portal settings.
I cannot see communication history for a task. Ensure you are viewing the Communication panel and have selected the correct tab (communication history vs. activity history).
The timer does not start or time is not being recorded. Confirm that you have selected the timer control. If time was entered manually, check the time icon to verify entries were saved.
Emails sent from the task are not received by the client. Verify the recipient email address is correct. Check the communication panel for delivery status indicators. Ensure your email integration is properly configured.