How to use filters?
TL;DR: Filters let you narrow down tasks and clients across Uku views so you only see what matters. You can save filter selections for quick access from the main menu.
Who can do this
All Uku members can use filters on the dashboard, calendar, report, and monitoring views.
Admin and Owner roles can save filter selections visible to the entire company.
Filter out the most important accounting tasks or clients
To design the dashboard of your dreams, you can add filters in Uku. Filters are available in the Dashboard, Calendar, Report, Monitoring, and Billing views.
Filters on the dashboard
To activate filters, click the Filter icon.
Time - Tasks valid for a specific period
Status - Filter by status, e.g., overdue, done, to-do, etc.
Topic - Tasks on the selected subject
Client - Selected client tasks
Adding more filters
You can add additional filters by clicking the + icon. When you select a filter, it appears alongside the other active filters and can be removed if no longer needed.
Account - Tasks added to the selected company
Important - Tasks marked as important. Read more.
Extra work - Tasks marked as extra work. Read more.
Recurring task - Tasks marked as recurring. Read more.
I Follow - Tasks you have been added to as a follower. Read more.
Commented - Tasks that have a comment attached to them. Read more.
Tracked time - Tasks for which time has been logged. Read more.
Estimated - Tasks with an estimation attached. Read more.
Delegated to - Tasks that have been delegated to you by others
Delegated by - Tasks you have delegated to others
Saving a filter selection
Once you have added the appropriate filters, you can save the filter selection to return to it quickly.
Click the Save icon (floppy disk).
Enter a name for the filter selection.
In the Report view, you can choose to make the filter selection visible to the whole company.
You can access saved filter selections by hovering over the view name (e.g., Dashboard) in the main menu. Your saved selections will appear in the submenu.
Filters in the calendar
The Calendar view supports the same filter options as the dashboard. Click the Filter icon to activate filters and narrow down the tasks displayed in your calendar.
Filters in report
The Report view provides additional filter options to help you analyze tasks and time entries. Filter selections saved here can be shared with the whole company.
Filters in monitoring
The Monitoring view supports filters to help managers track task progress across team members and clients.
Filters in billing
In the Billing view, the available filters are fixed: Company, Period, and Client group. You cannot add custom filters, but you can save the filter selections for quick access.
Tip: Save different filter combinations for your most common workflows. For example, create a saved filter for "My overdue tasks" or "Important tasks for Client X" to access them with a single click from the main menu.
Troubleshooting
Saved filter selection is missing from the menu: Make sure you hover over the correct view name in the main menu. Filter selections are tied to the view where they were saved (e.g., a filter saved on the Dashboard will only appear under the Dashboard menu item).
Filters are not showing expected results: Check that you do not have conflicting filters active. For example, combining a Status filter set to "Done" with a Time filter for the current period may hide tasks completed outside that period. Remove filters one at a time to identify the conflict.
Cannot add custom filters in Billing: This is expected. The Billing view only supports Company, Period, and Client group filters. Use the Report view for more granular filtering of billing-related data.
Filter selection saved for the company is not visible to others: Only Admin and Owner roles can save filter selections for the entire company. Regular members can only save personal filter selections.