How to effectively use your dashboard
Your Uku dashboard is your central hub for managing accounting tasks. With the right habits, you can ensure no deadline is missed and every workday runs smoothly.
TL;DR
Review your dashboard each morning, postpone tasks that do not fit your schedule, use topics to group related tasks, and set estimated times so your calendar reflects realistic workload.
Who can do this
Any Uku user with a dashboard (all account types)
Members of a company account who have tasks assigned to them
Daily dashboard habits
Review the tasks on your dashboard each morning to ensure everything is captured. When all tasks are in one place, planning your day becomes easier.
Be realistic with your daily plan. Unrealistic planning creates unnecessary expectations and unhealthy stress. Make sure your workload is manageable.
Postpone tasks that do not fit into your daily schedule to a more suitable date.
Prioritize by flagging important tasks so they stand out on your dashboard.
How topics help you stay organized
Topics let you group related tasks together. For example, if you need to send invoice reminders to all clients on the 5th of every month, grouping these tasks under a single topic lets you work through them as a batch instead of handling each client separately.
Topics also help with reporting. By tagging tasks across different time periods and team members with a topic such as "Payments," you can see the total time spent on payment-related work from the report view.
Why use estimated time?
You can track time on tasks either manually or by using the timer. By adding estimated times to tasks, you get a clear overview of how long each task is expected to take. Estimations also appear in the calendar, making daily planning more accurate.
In your company account settings, you can configure Uku to use the estimated time as the recorded time when marking a task as done, in cases where no exact time has been entered.
Troubleshooting
My dashboard feels overwhelming with too many tasks: Use filters to narrow down your view (e.g., by status, topic, or client). You can also save filtered views for quick access. Learn how to filter and save your dashboard.
I cannot see tasks assigned to me: Check that you are viewing your own dashboard and not a shared or filtered view. Verify with your administrator that tasks have been assigned to your account.
Estimated times are not showing in my calendar: Make sure you have entered estimated times on your tasks. The calendar displays estimations only when they have been set.
I postponed a task but it still appears today: Verify that the postpone action was saved correctly. Open the task and check the updated start or due date.