How to create a work plan for my client?

Work plans organize all recurring tasks for a client—from monthly bookkeeping to annual tax returns. Using templates saves hours of setup time and ensures consistent service delivery.

Create Unique Accounting Workflows for Each Client

Once you have added clients to the Uku system, entered both the contact person and the user, if necessary, and reviewed the customer's settings, you can quickly move on to preparing the clients' work plan.

You can create work plans from scratch for every client, but we recommend using templates instead to save time. Templates ensure consistency across your client base and make it easy to apply process improvements to multiple clients at once.

To add a work plan to a client, open the client and move to the Plan view.

On the Plan view, click on "Choose template" and select a pre-made work template.

Uku provides industry-standard templates for common accounting workflows. These templates are built by experienced accountants and include typical tasks for different client types.

On the client's Plan view, click on "Choose a template" and select existing client tasks plan -> click on "Jobs" and switch to "Clients".

This option is useful when you have a similar client whose workflow you want to replicate. Choose the client whose plan best matches your needs.

Create a new template in Settings & Apps → Tasks app.

Read instructions on how to add task templates.

Building custom templates lets you standardize unique workflows specific to your practice. Once created, these templates are available company-wide.

Tip: To streamline in-house workflows, add your templates under the company account so all employees can use them.

On the client's Plan view, click on "Add a task".

This method works best for unique, one-time client situations that don't fit existing templates. Add tasks individually with custom settings.

When creating a client plan from a template, you can now set start dates for all recurring tasks at once. This ensures tasks begin generating from the right period without manually adjusting each task.

After selecting a suitable template or an existing customer plan, review the pre-entered information and, if necessary, add or remove tasks.
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Before approving a task plan, go through each task and verify:

You can:

​2. Approve the Work Plan
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Once the tasks' content has been adapted to your business, it is time to approve the work plan by clicking "Confirm task plan".
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After approval, tasks will be transferred to the client's profile and appear on assigned users' dashboards according to their start dates.
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When you improve a task template, you can now push those changes to existing client plans. This ensures all clients benefit from your refined workflows without recreating their plans.
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What You Can Update

Push template changes to client plans for:

How It Works

Important: Template updates overwrite custom changes made directly to client tasks. Review carefully before confirming.

Learn more: How to Update Client Tasks from Template Changes
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Q: What's the difference between a template and a client plan?
A: A template is a reusable master copy. A client plan is the active set of tasks created from that template for a specific client. Templates live in Settings & Apps, while plans live on each client's profile.
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Q: Can I use multiple templates for one client?
A: Yes. You can combine templates when creating a plan, or add tasks from different templates later using "Edit plan" → "+ Add task."
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Q: What happens if I don't set a start date when creating the plan?
A: Tasks default to start from the beginning of the current month. Monthly tasks appear starting this month, quarterly tasks from this quarter, etc.
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Q: Can I change start dates after creating the plan?
A: Yes. Edit individual tasks or use bulk actions to adjust start dates for multiple tasks at once. However, setting the correct start date during plan creation saves time.
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Q: If I update a template, do all client plans using it update automatically?
A: No. You control when and how template changes roll out. When you save template edits, you choose which clients to update and confirm before changes apply.
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Q: Can I create a plan for a future start date?
A: Yes. Use the "Start tasks from" selector to choose a future month or quarter. Tasks won't generate on dashboards until that period arrives.
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Q: What if my client needs tasks that don't fit any template?
A: You can create a plan from scratch using "Add task manually," or start with the closest template and heavily customize it. For frequently used custom workflows, consider creating a new company template.
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Q: Can I copy a plan from one client to another?
A: Yes. When creating a new client's plan, choose "Existing client tasks plan" and select the client whose plan you want to copy. All tasks, recurrence patterns, and settings transfer to the new client.
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Q: Do start dates work differently for different recurrence types?
A: Yes. Weekly tasks start from the selected week, monthly from the selected month, quarterly from the selected quarter, and annual tasks from the selected year. One-time tasks use their individual start dates.
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Q: What happens to tasks already on the dashboard if I change the plan?
A: Existing dashboard tasks remain unchanged. Plan edits affect future recurring task generation. To remove current tasks, delete them from the dashboard or client plan separately.