Getting started with Uku - for the member
TL;DR: As a team member, use Uku to add clients, create recurring task plans, manage your daily tasks from the dashboard, and track the time you spend on each task.
Who can do this
Any user with a Member or Admin role in Uku
If you have not yet joined, create an account (takes about one minute)
Uku helps you get a clear overview of the work assigned to you and track the time you spend on it. No more lost emails, misplaced notes, or spreadsheet juggling.
1. Add clients
Depending on the number of clients, they can be added individually or using CSV import for a larger client base.
Under the client profile, you can add notes and documents so that all client-related information is in one place and visible to all employees connected to the client.
2. Create a client recurring task plan
After adding a client, create a task plan that outlines the tasks that need to be performed for that client. Uku includes 4 templates developed by accountants that you can use as a starting point.
Before approving a task plan:
Review each task separately.
Verify that the task checklist is appropriate.
Confirm the start date and deadline for each task.
Everything can be changed later, so do not worry about getting it perfect the first time.
3. Manage your tasks on the dashboard
Uku acts as your smart assistant, surfacing tasks planned for the day on your Dashboard based on the client's work schedule. One-off tasks also appear on the Dashboard.
Uku highlights overdue tasks so you can act on them promptly.
If you cannot complete a planned task today, postpone it to a future date to keep your workload organized.
The Dashboard Calendar shows a weekly list of tasks, payment deadlines, and other important information relevant to your work.
4. Track your work time
Measure the time spent on each task so you never need to reconstruct your work hours later. All the necessary information is stored in Uku.
For each task, you can track time by:
Using the built-in Timer
Entering time manually
You can also enter or adjust time after the fact. View the Report section for a detailed overview of all recorded time.
Next steps
You are now ready to add clients, perform tasks, and measure your time in Uku.
For more information, visit the Help Centre or contact our support team via the Chat widget.
Troubleshooting
I do not see any tasks on my Dashboard.
Your Dashboard only shows tasks that are assigned to you and have a start date of today or earlier. Confirm with your manager that tasks have been assigned to you and that the task plan has been approved.
The timer did not save my tracked time.
Make sure you stopped the Timer before navigating away from the task. If time was lost, you can manually enter the duration on the task. Time entries can be adjusted at any point.
I cannot find a specific client.
As a Member, you only see clients assigned to you. If a client is missing, ask your manager or admin to assign the client to your profile.
Tasks from a previous period are showing as overdue.
Overdue tasks remain visible until they are marked as done or postponed. Select the task, then either complete it or change the start date to a future date to clear it from your overdue list.