You're a real superhero! Being a manager is not easy - the responsibility for clients and employees is stressful. This is especially true if there is no good overview tasks performed and time spent by the employees.
Our goal is to help you have a clear picture of the workflow, give you an overview of the work status in just a few clicks, and make sure your workdays are stress-free. In Uku, your work, clients, and users are organised in one place. Creating, sharing, and tracking tasks is quick and easy. Start using Uku by following the steps below.
If you haven't already joined Uku, it only takes a minute to create an account.
1. Invite users
Invite your teammates to Uku and assign them rights – a user will see the customers assigned to them and an admin will see all of the company’s clients. If users have previously been invited to Uku, it is efficient to immediately assign tasks to the right user when adding a customer.
2. Add clients
Depending on the number of clients, they can be added individually or by using CSV import for a larger client base.
Under the client profile you can add the necessary notes and documents so that all client-related information is in one place and visible to all employees connected to the client.
3. Create a client recurring task plan
After adding a customer, the next step is to create a task plan that outlines the tasks that need to be performed for the customer. Uku has 4 task templates developed by accountants that you can use as a basis.
Before approving a task plan, review each task separately, appoint a performer of the task, check the task checklist, and the start and deadline for the work.
You can create templates for company-specific tasks, such as service-specific, industry-specific, or other specifics that are not relevant to a particular client or user. You can add and replace templates individually and in bulk for customers.
By using the powerful filters in the Uku report, you get interesting answers by time, user, customer, status, and subject. If you use the filter combination frequently, save the report. For example, saving a report for work that has not been done in the previous month will give you an overview of the current status of the work when you reopen the report later.
Uku displays the report in three views - summary, tasks, and time entries.
Now that your team is in Uku, you can keep track of the status of your work and the time spent, any time you want!
Congratulations! You've taken the first steps to getting started with Uku. Now you can start creating and directing work to your employees.
We are always there for you. For more information, visit our Help Centre or feel free to contact us via the chat window if you have any questions!