How to create and use member groups?
TL;DR: Member groups let you organize employees by skill, location, or role. Assign tasks to entire groups for flexible teamwork, simplify employee transitions, and filter reports by team.
Who can do this
Company owners and main users
Access to the Members section is required
Overview
Member groups let you organize accounting firm employees by tasks, location, or any other criteria you need. By default, Uku creates two member groups: All members and Administrators. You can create additional groups to match your team structure.
How to create member groups
Select Members from the navigation menu.
Open the Groups tab.
Click the Add group button.
Name the group and add members to it.
Click Save.
Three ways member groups are practical
1. Teamwork
Direct a task to multiple employees at once. A task assigned to a group can be picked up by whichever member is currently available. Skill-based groups like Senior accountants or Assistants make it easy to route work to the right team.
2. Employee transitions
Hand over tasks quickly and comfortably when an employee changes. For example, create a member group called Assistant and associate it with the corresponding tasks. If the assistant changes, you only need to update the member in the group, and all tasks automatically appear on the new employee's dashboard.
3. Filtering by member groups
Use the Member filter to sort data by member groups and individual members. You can add employees to groups based on customer areas, experience, or other indicators and analyze the work productivity of different teams.
Membership in groups is taken into consideration when displaying tasks. For example, if employee Merike belongs to the Assistants group, filtering by her name will also display the group's tasks along with her individual tasks.
Tip: Groups can be linked to both one-time and planned tasks. You can also use member groups to filter tasks on the dashboard, calendar, and reports.
Troubleshooting
Group tasks are not appearing on a member's dashboard. Verify that the member has been added to the group in Members > Groups. Changes to group membership take effect immediately, but the member may need to refresh their dashboard.
Cannot find the Add group button. Ensure you are on the Groups tab within the Members section. Only company owners and main users can create new groups.
After changing an employee in a group, old tasks still show for the previous member. Tasks that were already completed or individually assigned remain with the original member. Only future and unstarted group tasks transfer to the new member.
Filtering by group does not show expected results. Confirm that tasks are assigned to the group itself, not to individual members within the group. Tasks assigned directly to a member will not appear under the group filter.
