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 "Today" 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 choose whether you want tasks, vacations, and colleagues' and company contacts' birthdays to be displayed in the calendar.
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.
Adding Events and Public Holidays to the Calendar
Now every company has the option to decide whether to add and display public holidays, tax deadlines, and other important information in the company calendar. By clicking on the "+" icon under Settings, a new window will appear.
In the new window, you can choose which company to add the event under, if you have multiple company accounts in Uku. Add the event name and select whether the information about the event is informative or if it is a holiday, such as a public holiday.
If you select that it is a holiday, this choice will automatically reduce the agreed working hours and will not count that day in the holiday period (depends on your country).
Recurring tasks planned for those days will not be displayed if the recurrence setting specifies shifting the task before or after holidays.
Read about recurrence settings here.
The "Info" option can be used for entering tax deadlines, as this is important information needed in accounting. Deadlines are informative and do not affect the system's functionality.
You can choose the start and end of the deadlines by day, but if you uncheck the box, you can also enter the time for which there is a rest period or informative event.
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.