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 on the filter icon.
Time - Tasks valid for a specific period
Status - by status, e.g., overdue, done, to-do, etc.
Topic - tasks on the selected subject
Client - selected client tasks
You can add filters by clicking on the "+" icon. When you click on a filter, it will appear with the other filters and can be removed if necessary.
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 as a follower, read more
Commented - Tasks that have a comment attached to them, read more.
Tracked time - tasks for which time has been run, read more.
Estimated - tasks with a forecast attached, read more.
Delegated to - Tasks that have been delegated to you by others
Delegated by - Tasks you have delegated to others.
Once you have added the appropriate filters, you can save the filter selection to return to it quickly.
Saving a filter selection
Click on the floppy disk icon.
Add a name to the filter selection.
In the report, you can choose to whom the filter selection will be saved. This way, you can save the filter selection for a display to the whole company.
You can see the saved filter selection by holding the cursor in the main menu on the view you saved to. In the current example above, "Dashboard."
Filters in the calendar
Filters in report
Filters in monitoring
Filters in billing
It is not possible to add filters yourself under billing. Company, period, and client group can be adjusted. The filter options can be saved.