How to add a task?
Tasks are the core unit of work in Uku. Create them manually with full details, use magic buttons for quick entry, or generate them from templates with pre-filled checklists and descriptions.
TL;DR: Click the + button in the header from any view, fill in the required fields (Title, Client, Member, Start/Due Date), and click Add. For recurring work, create tasks from templates instead.
Who can do this
Any active member of a Uku company account
Checklist enforcement settings require account-owner or admin access
Adding tasks to task management software for accountants
How to add a task
Click the + button in the header (available from any view in Uku).
Fill in the four required fields:
Title — A brief, descriptive name that makes the task easy to find later.
Client — The company or project the work relates to. You can select yourself as the client for personal assignments not visible to others.
Member — One or more people doing the work. The system proposes the task creator by default.
Start/Due Date — The start date controls when the task appears in task lists. The due date is the completion deadline. If no due date is set, the start date doubles as the deadline. You can also assign a recurrence pattern here.
Optionally mark the task as Extra work (click the + marker) or Important (click the flag icon).
Click Add to save the task.
Optional fields
Topic — Links the task to a specific area, letting you group tasks with different titles for easier filtering.
Description — Add extra context such as a client request or instructions for a substitute. Web addresses entered here are automatically converted into clickable links.
Estimation — Enter how long you expect the task to take. This helps with workload planning.
Custom fields — Access any custom fields added to your company account via the Custom fields button.
Tip: If you are logging work after the fact, you can enter time spent and mark the task as done immediately instead of clicking Add. If you are starting work right away, you can start the stopwatch instead of clicking Add.
Checklist
The checklist is useful when a task consists of smaller subtasks. Write down all necessary steps and mark them as completed one by one to track progress.
Creating multiple checklists
You can create multiple checklists for one task. For example:
Divide checklists by team member
Separate items by responsibility — what the accountant handles versus what the client handles (especially useful when the task is shared via the client portal)
Open the task.
Add checklist items first.
Give the checklist a name or enter the responsible person's name.
To add another checklist section, click the + icon next to the existing checklist.
Checklist settings
You can require that all checklist items be ticked before a task can be marked as completed.
Open Settings & Apps from the main menu.
Click on your company's app.
Select Settings from the navigation menu.
Enable the toggle next to the checklist completion requirement.
Magic buttons
Magic buttons let you create and start a task instantly — ideal for urgent requests that come in by phone.
Hover over the + button in the header to open the magic button menu.
Select the appropriate quick-start option.
The task starts running immediately. Fine-tune the details after you finish the call.
Mark the task as done when complete. The task you worked on will also appear under quick options for future use.
How to create a new task from a template
Tasks from templates are designed for detailed one-off activities with a checklist or specific details (e.g., creating a report, performing a small audit, restocking office inventory).
Click the + button in the header from any view.
Next to the Title field, click Templates.
Click inside the modal or start typing a title — a dropdown list of available templates will appear.
Select a template. Task details will be pre-filled based on the master template.
Choose the correct client for the task.
Click Add to create the task.
Important: You can only choose from one-time template tasks saved under the Templates section. When creating a one-time template, make sure to disable any recurrence settings so the task does not repeat.
Troubleshooting
Cannot save the task — required fields are missing — Ensure all four mandatory fields (Title, Client, Member, Start/Due Date) are filled in before clicking Add.
Task does not appear on the dashboard — Check the start date. Tasks only appear on dashboards on or after their start date. If the start date is in the future, the task will not be visible yet.
Template dropdown is empty — Templates must be saved under Settings & Apps > Tasks > Templates before they appear in the task creation modal. Verify that templates exist in your company account.
Checklist items cannot be ticked — If the checklist appears locked, the task may need to be in an active state. Confirm that the task has not already been marked as done.