Managing Task Visibility and Preventing Errors in Uku
Proper task management and visibility setup are essential for ensuring efficiency when using Uku. This guide addresses common scenarios involving tasks starting at incorrect dates or improperly appearing in the past and offers actionable solutions for avoiding and rectifying these issues.
Setting Up Tasks Correctly
To ensure that tasks appear accurately on your timeline and avoid them showing up in past periods:
Avoid Copying Plans with Outdated Dates: When setting up a task plan for a new client, refrain from duplicating plans with start dates already in the past. This can inadvertently generate past tasks that disrupt planning. Instead, evaluate each task's recurrence start date carefully.
Adjust the Start Date When Copying: If you need to use an existing plan from another client, review all its associated tasks before confirming it. Set the desired start date to generate future tasks from the correct point in time. Failing to do so can lead to task mismanagement.
Cleaning Up Tasks Incorrectly Created in the Past
If tasks have already been created in errors, such as those generated in past periods:
Open the client's profile in Uku.
Navigate to the Tasks tab.
Identify and select the tasks that are not needed.
Delete the selected tasks using available options, such as the three-dots menu.
This manual cleanup process ensures that your task list remains streamlined and relevant.
Tips for Managing Task Visibility
Regularly check task start dates, especially when reusing old plans.
Avoid overlapping tasks by auditing existing plans thoroughly before applying them to new clients.
Keep task lists updated through periodic cleanups to remove obsolete assignments.
By incorporating these practices, you can enhance the clarity and accuracy of tasks within your Uku environment, making the system more efficient to manage.