How to group tasks
Group tasks on the Dashboard by clients, topic, or deadline to organize your view. You can also save grouped views as filters for quick access.
Who can do this
All Uku users with access to the Dashboard
Grouping tasks on the Dashboard
Open the Dashboard.
Click the three-dot menu on the Dashboard.
Select a grouping option:
Group similar -- tasks with the same topic and deadline are grouped together.
Group by clients -- only client names are displayed. Click a client name to expand and view their tasks.
Don't group -- tasks are sorted by start date with no grouping applied.
Saving a grouped Dashboard view
To quickly return to a grouped Dashboard in the future, save it as a named filter.
Select the grouping method you want.
Click the Filter icon.
Click the Save (disk) icon.
Enter a name for the filter and click Save.
Opening a saved filter
Hover over the Dashboard icon in the main menu.
Select the saved filter you want to apply from the dropdown list.
Tip: Saved filters remember both your grouping preference and any other active filters. Create separate saved views for different workflows (e.g., "By client" and "By deadline").
Troubleshooting
Grouping option is not visible: Make sure you are on the Dashboard view, not in Report or Calendar. The three-dot menu with grouping options is only available on the Dashboard.
Saved filter does not appear in the menu: Confirm that you clicked the Save (disk) icon after setting up your filter. If you only changed the grouping without saving, the view will reset when you navigate away.
Tasks appear ungrouped after selecting a grouping: This can happen if tasks lack the data needed for grouping (e.g., no topic assigned when using "Group similar"). Ensure tasks have the relevant fields populated.