How to add one template to several clients?
When regulatory changes or internal process updates require the same task to be assigned to many clients, Uku lets you apply a template to selected clients or your entire client base in one operation.
TL;DR: Open Clients, select the clients you need, click Edit jobs, choose a template and user, then add the template. You can also replace an existing plan entirely with a new template.
Who can do this
Any active member of a Uku company account
Templates must already exist under Settings & Apps > Tasks > Templates
Accounting workflows are the services you offer to accounting clients
Occasionally, due to changes in the law or internal processes, many or even all clients need to be assigned the same task. In Uku, this can be done in bulk for selected clients or for the entire client base at once.
Adding a template to multiple clients
Select Clients from the main menu to open the client list.
Select the clients to whom you want to add the template (use checkboxes to pick individual clients, or select all).
Click Edit jobs.
Choose the desired Template from the dropdown.
Choose the User who will be assigned to the tasks.
Click Add Template.
Assigning tasks to clients of different users
If clients are managed by different users, select clients by user and then click Add Template for each group.
Using the default client user
Tasks can also be assigned to the default client user. To do this, select Default User from the user list. The tasks under the template will be assigned to the default user for each selected client.
Replacing an existing plan with a template
If you select Replace plan with template, the client's previously created plan will be replaced entirely with the new template. This is useful when you want to start fresh:
Create a blank template under your company account.
Use Replace plan with template to apply the blank template to selected clients.
Add new scheduled tasks to the now-empty plans without having to delete old tasks one by one.
Warning: Replacing a plan removes all existing tasks from the plan. This action cannot be undone. Make sure you no longer need the current plan tasks before replacing.
Troubleshooting
Edit jobs button does not appear — Make sure you have selected at least one client using the checkboxes. The Edit jobs button only appears when clients are selected.
Template is not listed in the dropdown — Verify that the template exists under Settings & Apps > Tasks > Templates. Only company-level templates appear in bulk assignment.
Tasks were assigned to the wrong user — If you did not select a specific user, tasks may have been assigned to the default user. Edit the affected client plans individually or re-run the bulk assignment with the correct user selected.
Existing plan was replaced by accident — If you selected Replace plan with template unintentionally, the previous plan cannot be restored automatically. You will need to re-create the plan from a template or manually add the tasks back.