How to use topics?
TL;DR: Topics are labels that help you group and categorize tasks. Use them to filter your dashboard, generate detailed reports, and control which tasks appear on invoices.
Who can do this
All Uku members can add topics to tasks (unless restricted by an Admin or Owner).
Admin and Owner roles can create, edit, delete, and archive topics in Settings & Apps.
Admin and Owner roles can disable the ability for regular members to add new topics.
Organize accounting tasks by topics
Adding a topic to a task quickly gives you an idea of the work involved. Topics are account-based: work teams can use a common set of topics, while personal accounts may have completely different options.
Adding a new account to an accounting-related company will immediately create a selection of default topics. These should be reviewed and adapted to the needs of your office.
You can add, edit, and delete topics in Settings & Apps. If necessary, Owner and Admin members can disable adding new topics for regular members.
How do I add a topic?
Select Settings & Apps from the main menu and click the Tasks app.
The Topics view will open. Click the + ADD button to create a new topic.
To edit or delete an existing topic, click the Edit icon (pen) next to the topic name.
Important: Only one topic can be assigned to a task at a time. Once a topic is attached to a task, it cannot be deleted but will be archived instead. Read more about archiving topics.
Making topics mandatory for a client
You can specify that topics are mandatory for a specific client under client settings in Settings & Apps, within your company's app. This ensures employees remember to add topics, which leads to more detailed reports.
Options for using topics
Dashboard
You can filter and group tasks on the Dashboard by topic. When grouping is enabled, tasks with the same start time and topic are grouped together.
Report
You can filter and view tasks and the time spent on them by topic. Read more about the report options.
Billing
When creating a product or service, you can assign a billed topic. This controls which tasks' time tracking appears on the invoice. If no topic is assigned to a product, all topics will automatically be billed. Read more about billing options.
Troubleshooting
Cannot delete a topic: If a topic is already assigned to a task, it cannot be deleted. It will be archived instead. Read more about archiving topics.
Regular members cannot create new topics: An Admin or Owner may have disabled the option for regular members to add new topics. Contact your Admin to re-enable this or to add the needed topic for you.
Topic is not appearing on invoices: Check the product or service settings in Billing. If a specific billed topic is assigned to the product, only tasks with that topic will appear. Remove the topic assignment from the product to bill all topics automatically.
Default topics do not match your needs: The default topics created for accounting companies are starting suggestions. Navigate to Settings & Apps, open the Tasks app, and edit or delete topics to match your office's actual workflow.