How to add a recurring task
TL;DR: Add a recurring task to a client's task plan from the dashboard so it repeats automatically on a weekly, monthly, quarterly, or yearly schedule. Once added, Uku manages all future occurrences in the client's work plan.
Who can do this
Administrators and members with access to the client can add recurring tasks to the client's task plan.
Add a recurring task
In the Dashboard view, select the + button to open the task creation form.
Select the client you want to assign the task to.
Set the recurrence type (weekly, monthly, quarterly, or yearly).
Add a Name and Topic to the task.
Configure the recurrence schedule (see the sections below for details on each type).
Select Add recurring task to save the task to the client's plan.
When recurrence is successfully configured, the task header turns purple, indicating it is a recurring task.
Tip: When adding a new task template, always review the recurrence start date in plan settings to ensure it aligns with your intended scheduling.
Recurrence types
Weekly recurrence
Select the day(s) of the week when the task should appear on your dashboard.
Set whether the task appears every week or at a specific interval using the Every X week field. For example, setting this to 2 makes the task appear every other week.
Use the Plus days field to offset the due date from the start date. For example, to create a task that starts on Monday with a due date on Tuesday, set Plus days to 1.
If you do not set a different due date, the due date defaults to the same day(s) as the start date.
Monthly recurrence
Select the start date and due date for each monthly occurrence.
Choose what happens if the selected date falls on a weekend or public holiday: Show before, Show after, or Keep the date.
Use the + days rule to set the due date as a specific number of working days from the start date or from the beginning of the month, instead of a fixed date.
Quarterly recurrence
Uku organizes calendar quarters as: Q1 (January-March), Q2 (April-June), Q3 (July-September), and Q4 (October-December).
Choose whether the start/due date falls on the first, second, or third month of the quarter.
Select the exact date within that month.
The + days rule can also be used for quarterly recurrence.
Tasks set to quarterly recurrence synchronize with the nearest quarterly cycle. For example, a task starting in November would align with the January 1 start date of the next quarter (Q1).
Yearly recurrence
Select the month and day for both the start and due dates.
The + days rule can also be used for yearly recurrence.
Custom recurrence
For schedules that do not fit the standard options, select Repeat and then choose Custom to define a fully custom recurrence pattern.
Verify the task in the client's plan
Navigate to Clients from the main menu.
Open the client's profile by selecting the client's name.
Select Plan from the client menu to view the task plan.
Uku automatically adds all recurring tasks to the client's work plan.
Troubleshooting
The recurring task is not appearing on the dashboard
Verify that the recurrence start date has been reached. Tasks will not appear on the dashboard until their scheduled start date. Also check that the task's start date does not fall on a weekend or holiday that is configured to shift the date.
Tasks seem delayed or offset from the expected schedule
This is often due to default system preferences for current and upcoming intervals. For quarterly tasks, confirm the task aligns with Uku's quarter definitions (Q1 starts January 1). Verify your recurrence settings and ensure they match the client's expected schedule.
The due date does not match what I expected
Check whether the + days rule is configured. If set, the due date is calculated as a number of working days from the start date or beginning of the month, rather than being a fixed calendar date. Also check the weekend/holiday handling setting (Show before, Show after, or Keep the date).
I cannot find the recurring task in the client's plan
Navigate to the client's profile and select Plan. If the task is not listed, confirm that you selected Add recurring task after configuring the recurrence. The task header should have turned purple before saving.