How to Follow Tasks in Uku
TL;DR: Following a task lets you receive notifications about comments, status changes, and updates without being assigned to the task. Use the Follow checkbox in the Members section of any task to start following it, and use the I Follow filter on your dashboard to see all followed tasks.
Who can do this
Any Uku team member can follow tasks.
You can also add other team members as followers if you have access to the task.
Why Follow Tasks Instead of Being a Task Member
Understanding the difference between task members and followers helps you organize your workflow effectively:
Task members are directly responsible for completing the task. These tasks appear on their dashboard alongside their other work.
Followers monitor the task's progress and receive updates but are not responsible for completion. Followed tasks can be filtered separately from regular tasks.
Example scenario: You are training a new accountant on month-end closing. Assign the task to them (making them a member), then mark yourself as a follower. You will see all their updates and can provide guidance without the task appearing in your regular workload.
How to Follow a Task
Follow When Creating a New Task
Select the + button to add a new task.
Fill in the task details (title, client, dates, etc.).
In the Members section, add the team member(s) who will complete the task.
Check the Follow checkbox in the Members section.
Select ADD to save the task.
Follow an Existing Task
Open the task you want to follow from your dashboard or task list.
Locate the Follow checkbox in the Members section.
Check the box to start following.
The change saves automatically.
Follow Tasks from a Client's Task Plan
If you want to monitor recurring tasks for a specific client over a longer period:
Navigate to the client's profile.
Select the Task Plan tab.
Open the recurring task you want to follow.
Check the Follow checkbox.
The change saves automatically.
When you follow a recurring task from a client's task plan, you automatically follow each new instance of that task as it is created. This is useful for ongoing monitoring of regular client work such as monthly bookkeeping or quarterly VAT returns.
How to Add Other People as Followers
Sometimes you need to make sure someone else monitors a task's progress, such as making a partner aware of a complex engagement or keeping your manager informed about a client issue.
Open the task.
In the Members section, select Followers (the number shows current followers).
A dropdown menu appears showing all team members.
Select the people you want to add as followers.
Select OK to save.
Finding Tasks You Follow
Using the "I Follow" Filter
Go to your Dashboard (Tasks view).
Select the filter icon (funnel symbol).
Select the + sign.
Choose I Follow from the filter menu.
Only tasks you are following will appear on your dashboard.
Save this as a saved view. After applying the filter, select the Save icon and name it something like "Tasks I Follow" so you can return to this view anytime. How to save the Dashboard view.
Notifications for Followed Tasks
When you follow a task, you will receive notifications when:
Someone adds a comment.
The task status changes.
Files are attached.
The due date is modified.
Someone mentions you in a comment.
Best Practices for Task Following
For Managers and Team Leads
Follow all client onboarding tasks for new team members to provide guidance.
Follow complex tasks to monitor progress without micromanaging.
Follow tasks during training periods to catch issues early.
For Senior Accountants
Follow junior staff's month-end tasks during their first few months.
Follow tasks you have delegated to ensure smooth handoff.
Follow client communication tasks for quality control.
For Team Collaboration
Follow tasks where you need visibility but are not directly involved.
Follow tasks waiting on your input even if someone else completes them.
Follow tasks affecting your work (like a colleague's task that must finish before yours starts).
Managing Your Followed Tasks
To Stop Following a Task
Open the task.
Uncheck the Follow checkbox.
The change saves automatically.
Bulk Management
Currently, Uku does not support bulk following or unfollowing. You must follow or unfollow tasks individually.
Task Following vs. Other Features
Following vs. Delegation: Following means monitoring someone else's work. Delegation means assigning your task to someone else.
Following vs. Comments: Following provides ongoing monitoring with automatic notifications. Comments are one-time communication about the task.
Following vs. Being a Task Member: Following gives visibility without responsibility. Being a task member means direct responsibility for completion.
Frequently Asked Questions
Will followed tasks appear on my main dashboard? No. You need to use the I Follow filter to see them. This keeps your workspace focused on your own responsibilities.
Can I follow tasks from multiple team members at once? Yes. You can follow as many tasks as you need from any team members. Be mindful of notification overload and focus on tasks that genuinely require your oversight.
Do followed tasks count toward my workload in reports? No. Only tasks where you are a member and have tracked time will appear in your personal reports.
Can clients see who is following their tasks? No. Task followers are only visible to internal team members. Clients in the portal can only see task members.
Does following a task notify the task assignee? No. The assignee does not receive a notification, but they can see who is following by selecting the Followers count in the task details.
Getting Help
Contact uku@getuku.com for support.
Visit the Uku Help Center for more guides.
Check out Uku Updates for the latest features.
Troubleshooting
You are not receiving notifications for a followed task. Verify your notification settings in your Uku profile. Make sure the Follow checkbox is still checked on the task.
The "I Follow" filter shows no tasks. You may not be following any tasks yet. Open a task and check the Follow checkbox to start following it, then return to your dashboard and apply the filter again.
A recurring task you followed does not carry over to new instances. Make sure you followed the task from the client's Task Plan tab, not just from a single task instance. Following from the task plan ensures all future instances are followed.
You cannot see the Follow checkbox on a task. Confirm you have access to the task and the client. If the task belongs to a client you are not a member of, you will not see the follow option.