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How to use your calendar?

Find the way how to customize your calendar

Rain avatar
Written by Rain
Updated this week

Accounting Task Management in a Calendar View

The Uku dashboard uses the default to-do list view, but you can also add a calendar view showing a single week. It is possible to schedule tasks by week and day in the calendar.

You can open the calendar on the dashboard by clicking on the "Planner" icon. The calendar can be closed by clicking on the icon again.

In the calendar view, dragging tasks by clicking on a task and dragging it in the desired direction is possible.

  • Up-down direction - move higher priority tasks up the list. When refreshing the browser, the tasks appear in the desired order on the dashboard.

  • To another day - Change the start time of a task by dragging it to another day.

Tracked time and Flextime agreement

Uku displays a progress bar in the calendar for each day you have tracked time. If you have met your daily expectations, Uku will highlight the day in green. The expected daily result is based on the Flextime agreement.

The left number shows how much time has been tracked for tasks on that day, and the right number shows the Flextime agreement. By clicking on the numbers, the user is taken to the report view, where they can see the tasks tracked on that day along with the measured time for each task.

Customize Calendar View

Scroll down in the menu under "Calendar," you can choose which calendar view you want to display on the screen. By using the filters on the gray background, you can configure a suitable calendar view for yourself. Do you want to see a 2-week or 4-week calendar? You can filter tasks by topics, select one or multiple clients, choose users whose tasks you want to see on your calendar.


Calendar Settings

Displaying Important Information for You

In the Calendar settings, you can manage what information is shown in your calendar.

  • Company events – You can add events here to inform and notify company employees. For example: trainings, summer days, conferences, etc.

  • Remote work – Employees can add the days and time periods when they plan to work remotely.

You can also choose whether you want tasks, vacations, colleagues’ birthdays, and company contacts’ birthdays to be displayed in the calendar. Simply tick or untick the relevant boxes — the information will then appear or disappear from your calendar accordingly.

When you mark the corresponding filter option, you determine whether this information is displayed or hidden in the calendar. There is also an option to group information about vacations and birthdays.

If the 'Don't group' option is active, all birthdays and vacations are displayed separately, and clicking on the birthday bar will show more information.

If 'Group items' is selected, an informative bar is displayed in the calendar, and clicking on it will show more information in the sidebar.


Saving Calendar View

You can also save the calendar view by clicking on the floppy disk-shaped icon

and set the calendar view as your default view by clicking "Make this my default view." Every time you access the calendar, your default calendar view will be displayed automatically.

Note: A task may not be displayed on this calendar day if it has a different start time.

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