Task plans organize your client work into recurring tasks. Whether you're onboarding new clients or adding services to existing ones, Uku gives you flexible options to build plans quickly.
Making Accounting Workflows Easy
If you have added a client to the Uku system, entered both the contact person and the member, if necessary, and reviewed the client's settings, you can move on to creating the client's task plan.
What is a task plan? A task plan is the complete set of recurring and one-time tasks needed to serve a client. It includes everything from monthly bookkeeping to annual tax returns, ensuring nothing falls through the cracks.
3 Ways to Create a Task Plan
Method 1: Choose Uku's or Your Company's Template
Method 2: Use an Existing Client's Plan as a Basis
Method 3: Create a New Work Plan Manually
TIP: To standardize work processes within the company, add your templates under the company account to be used by all employees. This ensures consistency and lets you apply improvements to multiple clients at once.
Method 1: Add a Task Plan from Template
Step 1: Navigate to Client Plan
Select "Clients" from the main menu
Open the client to whom you want to add a work plan
Select "Plan" from the top menu
Click "Choose template"
Step 2: Select Your Template
Choose a suitable template from the left menu. Options include:
Uku's pre-made templates - Industry-standard workflows built by accountants
Your company templates - Custom templates created for your practice
Combined templates - Use multiple templates together
Step 3: Set Bulk Start Dates (New in 2025)
Before confirming your plan, use the "Repeat tasks from" selector to set when recurring tasks should begin:
Available options:
Start of current month (default)
Start of next month
Start of current quarter
Start of next quarter
Custom date (calendar picker)
Which task types this affects:
Weekly recurring tasks → Start from selected week
Monthly recurring tasks → Start from selected month
Quarterly recurring tasks → Start from selected quarter
Annual recurring tasks → Start from selected year
Why use this:
Align tasks with client's financial year
Start mid-year clients from current period, not January
Schedule seasonal client tasks appropriately
Save time adjusting individual task dates
Step 4: Customize Your Plan
You can modify the template before confirming:
To add tasks:
Press "+ Add task" button
Select additional tasks from templates or create custom ones
To remove tasks:
Uncheck the box in front of any task you don't need
Tasks remain in the template for future use
To edit tasks:
Click on any task to modify its details
Adjust assignees, dates, checklists, or other properties
Step 5: Confirm the Task Plan
Click "Confirm task plan" to finalize.
After confirmation, all selected tasks appear on the client's profile and on assigned users' dashboards according to their start dates and recurrence patterns.
Method 2: Copy from an Existing Client Plan
When to Use This Method
This works well when:
You have a similar client whose workflow you want to replicate
You're setting up multiple clients with identical services
You want to base a new plan on a successful existing one
Steps
Select "Clients" from the main menu and open the client to whom you want to add a work plan
Select "Plan" from the top menu and click "Choose Template"
Choose "Clients"
Select the desired client from the list whose task plan you want to base it on
New: Set the "Repeat tasks from" date for when tasks should begin generating
Add or remove tasks from the plan as desired
To remove a task, uncheck it
To add tasks, press "+ Add task" button
Confirm task plan
Important: When copying a plan, you get the task structure but not the existing task history. The new client starts fresh with their own task instances.
Method 3: Create a Task Plan Manually
When to Use This Method
Create plans manually when:
The client has unique requirements that don't fit templates
You need just a few specific tasks
You're testing a new workflow before creating a template
Steps
Select "Clients" from the main menu and open the client to whom you want to add a work plan
Select "Plan" from the top menu
Click "Add task manually"
Fill out task fields:
Task title and description
Start and due dates
Recurrence pattern (if recurring)
Assigned user(s)
Topic, checklist items, custom fields
Click "Add" to save the task
To add more tasks:
Select "Plan" → "Edit plan" → "+ Add task"
Repeat the process for each task
Click "Confirm task plan" when finished
Adding Tasks to Existing Plans
You can add tasks to a client's existing plan at any time.
Adding Tasks in Bulk from Templates
Go to the client's Plan tab
Click "Edit plan"
Select "+ Add tasks" (not "+ Add task")
Choose multiple tasks from your templates
New: Use the "Repeat tasks from" dropdown to set when these new tasks begin
Review selections
Click "Confirm"
Adding Individual Tasks
Go to the client's Plan tab
Click "Edit plan"
Select "+ Add task" (singular)
Fill in task details
Set individual start date and recurrence
Click "Add"
Repeat for additional tasks
Click "Confirm task plan"
Understanding Start Date Defaults
If you don't set a start date when creating or adding tasks:
Default behavior:
Monthly tasks → Start from beginning of current month
Quarterly tasks → Start from beginning of current quarter
Annual tasks → Start from beginning of current year
Weekly tasks → Start from current week
Best practice: Always set start dates intentionally, especially for:
New clients joining mid-year
Additional services starting later
Seasonal work with specific timing
Tasks aligned to financial year ends
After Approving the Plan
After the work plan is approved, the tasks will be transferred to the corresponding client's profile. This way, you can check whether all the correct tasks were added to the client's plan.
What Happens Next
For recurring tasks:
Tasks generate on dashboards according to their start dates
Future occurrences create automatically
Users receive tasks on their assigned dates
For one-time tasks:
Tasks appear immediately on assigned users' dashboards
No future occurrences are created
On the client profile:
All plan tasks are visible under the Plan tab
You can edit, add, or remove tasks anytime
Task history and time tracking accumulate
Keeping Plans Up to Date
Editing Existing Plans
Plans aren't set in stone. Adjust them as client needs change:
Go to client Plan tab
Click "Edit plan"
Make changes:
Add new tasks
Remove tasks (uncheck them)
Edit task details
Adjust recurrence patterns
Confirm task plan to save changes
Updating Plans from Template Changes
When you improve a template, push those changes to existing client plans:
Edit your template in Settings & Apps → Tasks → Templates
Choose which clients should receive updates
Select which tasks and task items to update
Set when updates take effect
Confirm changes
Learn more: How to Update Client Tasks from Template Changes
FAQ
Q: What's the fastest way to add a task plan to a new client?
A: Use a template. Select "Choose template," pick your template, set the start date, and confirm. Takes under 1 minute for a complete plan.
Q: Can I add multiple templates to one client?
A: Yes. When creating or editing a plan, you can select tasks from multiple templates. Combine templates to build comprehensive service plans.
Q: What if I forget to set a start date?
A: Tasks default to the current month/quarter/year. You can adjust start dates later by editing individual tasks or using bulk actions on the dashboard.
Q: Do one-time tasks use the bulk start date feature?
A: No. One-time tasks use their individually set start dates. Bulk start dates only affect recurring tasks (weekly, monthly, quarterly, annual).
Q: Can I change a plan after it's confirmed?
A: Yes. Click "Edit plan" to modify tasks, add new ones, or remove existing ones. Changes apply to future task generation.
Q: What happens to tasks already on the dashboard if I edit the plan?
A: Existing dashboard tasks aren't affected. Plan edits control future task generation. To change current tasks, edit or delete them from the dashboard.
Q: If I copy a plan from another client, does their task history come with it?
A: No. You get the task structure (titles, recurrence, checklists) but not their completed tasks or time tracking. The new client starts fresh.
Q: How do I remove a task from multiple clients at once?
A: Use the template update feature. Remove the task from the template, then push that change to selected clients. All will have that task removed from their plans.
Q: Can I set different start dates for different tasks when adding in bulk?
A: Not in the bulk addition flow. The bulk start date applies to all selected tasks. For varied start dates, add tasks individually or adjust them after creation.
Q: If I set start date to next quarter, when will tasks appear on dashboards?
A: Tasks generate according to their recurrence pattern starting from your selected quarter. Quarterly tasks appear at the start of that quarter, monthly tasks from the first month of that quarter, etc.