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How to effectively use your dashboard?
How to effectively use your dashboard?

Tips and tricks to organise your day for success.

Rain avatar
Written by Rain
Updated this week

Easily Accessible Accounting Task List Ensures That No Deadline is Missed

The main goal of Uku is to be a digital smart assistant, but he can't do it alone, and needs your help.

Uku's dashboard

Your dashboard has several tasks you have to complete. You'll have a clean dashboard in the evening when completing the tasks during the day. But how to make it happen?

  • Review the tasks on your desktop in the morning to ensure everything is written down. When all the tasks are in one place, it is easier to plan your day. 

  • Be honest with yourself - is your daily plan realistic, and can you manage it? Unreal planning creates unneeded expectations and unhealthy stress. Take care of yourself and enjoy your workdays!

  • Postpone tasks that do not fit into your daily schedule.

  • Prioritise! Flag important tasks.

How are topics helpful in Uku?

It's easier to group tasks by using topics. For example, every month on the 5th, you need to send reminders to all the clients to provide you with invoices. Group the tasks to take them into work at once instead of doing them separately for each client.

Topics also help you to find different tasks that have been done for a more significant project. For example, by adding on different times and by different members a topic “Payments,” you can find how much time was spent in total for payment-related tasks from the report. 

Why should you use estimated time?

You can manually enter the tasks' time manually or by using the timer. By entering estimated times for the tasks, you have an overview of how much time one or another task takes. Estimation is also shown in the calendar to make daily planning even better. 

Under the company’s account settings, you can set the estimation as the time when marking the task done, and the exact value has not been entered. 

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