How to use time estimation?
TL;DR: Time estimation lets you set the expected duration for a task, helping you plan your workday. Add estimations to individual tasks, client plans, or templates, and view the daily total in the calendar.
Who can do this
All Uku members can add time estimations to tasks.
Admin and Owner roles can add estimations to templates and client plans.
An Admin must enable the estimation feature in company settings.
Accountants know how much time they spend on a task
The estimation can be added to a task, a plan, or a template.
Enabling time estimation
Navigate to Settings & Apps and select your company.
Open Settings.
Activate the option Set the estimation as the time if the exact value is not entered.
Click Save to apply your preferences.
Where to add estimations
Estimations can be added at three levels, each with a different scope:
To a task - Applies only to that specific task.
To a plan - Applies to a recurring task in a specific client plan.
To a template - Applies to all clients to which this template is added.
Adding an estimation to a task
Open the task you want to estimate.
Click the More options menu (three-dot icon) on the task.
Select Add estimation.
In the Estimation dialog, enter a time manually or select from the dropdown menu.
Click Save.
Estimating time in the client's task plan
Select Clients from the main menu and open the appropriate client profile.
Select the Plan tab on the client profile.
Open the task in the plan. A purple header indicates a recurring task.
Add the estimation and click Save.
Adding an estimation to a template
Select Settings & Apps from the main menu and click the Tasks app.
Select the Templates tab.
Open the template where you want to add an estimation.
Open the specific task within the template.
Add a time estimation and click Save.
Viewing estimations in the calendar
Estimations help you organize your working day. The estimated time is visible in the Calendar view as a daily summary. Same-day estimations are summed, so you can see how much time you are likely to spend on tasks for that day.
By enabling Set the estimated time for a task if the exact time is not entered in the task settings, you do not need to enter a separate time for tasks when an estimation is available. Read more about setting up time tracking.
Tip: When you add estimations to a template, every client using that template automatically gets the estimated time on their tasks. This saves you from setting estimations client by client.
Troubleshooting
Estimation option is not available on a task: The time estimation feature may not be enabled. Navigate to Settings & Apps, select your company, open Settings, and activate the estimation option.
Estimation does not appear in the calendar: Verify the task has a start date that falls within the visible calendar range. Tasks without dates will not display estimation summaries.
Template estimation is not applying to existing clients: Estimations added to a template only apply to clients where the template is newly assigned. Existing client plans may need to be updated manually or the template changes need to be pushed to clients.
Estimation is overriding manually tracked time: If the setting Set the estimation as the time if the exact value is not entered is enabled, the estimation is only used as a fallback when no actual time is logged. Once you log time, the actual value takes precedence.