How to add clients?

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

Rain avatar
Written by Rain
Updated over a week ago

In Uku you can create and plan tasks even when no clients have been added. In case work is done for someone else, it is wise to add your client to the program. The client does not need to be a company, you can also enter the name of the project.

Clients can be added to your personal account (if you work alone) or under your company's account. All users are allowed to add clients to the company account. If you already have a client with the same name or registration number, we'll notify you before adding.

Adding a client manually

To add a client, find "Clients" in the main menu:

Attention: You can't move a client between the accounts, so please make sure under which account you currently are. If you don't have a company account yet, consider adding it before adding any of the clients. The account is shown in the upper left corner of the Client's view:

When you have the right account, select "Add client" to add a new client.

You're first asked to enter the name of your client (or project). Autosuggest will offer a list of company names from the Companies House Register as you type. The company's name is the only required field.

You can add contacts to the client through whom the communication takes place. The number of contacts is not limited.

If you're working in a team and adding clients under the company account, it's important that the right employees (members) have access to the client.

  • Owner - has access to all of the clients under that account.

  • Admin - can perform all activities related to the client

  • Member - cannot change the client's plan, notes, or information

If you wish to grant access to more users, click "+ Add" under "Members and Groups".

If the user you want to grant access to is not under your company account yet, it's still possible to add them and they'll receive an invitation on their email.

Under preferences you have options to make topics and/or time entering mandatory for this client. By default the time entering requirement is switched on.

To save all entered data, click "Continue" and proceed to add tasks or a plan to this client. You can also skip the next step and your client has been added. You can find your client's list in menu under "Clients".

It's also possible to import your clients in bulk (read how).

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