How to add templates?
Thinking through and creating templates that meet your needs is a crucial step for a smooth workflow. Templates let you define recurring and one-time tasks once, then apply them consistently across your client base.
TL;DR: Go to Settings & Apps > Tasks > Templates. Upload an Excel file or click + Add to create a template manually. Then assign the template to clients individually or in bulk.
Who can do this
Any member with access to a Uku company account
Company account is required to create shared templates
Accounting workflow templates are the best way to never miss a task again
There are several ways to set up a client's recurring task plan. If you are working with a team, add templates under your company account so that everyone can use them as a basis for their plans. You can share the same workflows, topics, and custom fields.
Navigating to the templates section
Select Settings & Apps from the main menu.
Select Tasks.
Select Templates.
From here, you can upload a template from an Excel file or create one manually.
Uploading a task template from Excel
Prepare your task template in an Excel file. You can find sample files here.
Go to the Templates section (via Settings & Apps > Tasks > Templates).
Click Upload template.
In the upload window, drag and drop your file or select it from your computer.
Once uploaded, the template appears in your list with the upload date and time.
Managing uploaded templates
Click the three-dot menu next to any template to access these options:
Rename the template
Duplicate the template
Delete the template
Creating a template manually
In the Templates section, click + Add.
Give the template a descriptive name. Since you can add several templates to one client, consider creating smaller, modular templates (e.g., a separate template for annual reports that applies only to relevant clients).
Choose whether to use an existing template as a starting point or start from scratch.
Add tasks to the template. You do not need to specify a client or member — just fill in the task details. Tasks are recurring by default, indicated by the purple header.
To add a one-time (non-recurring) task, select Does not repeat from the Start/Due date menu.
Editing an existing template
To edit a template after creation, navigate to the Tasks section within Settings & Apps and open the template you want to modify.
Assigning templates to multiple clients
You can apply a template to many clients at once without opening each client individually.
Select Clients from the main menu.
Select the clients to whom you want to assign the template.
Click the Edit jobs button.
Choose the appropriate template from the list.
Save the selection.
Troubleshooting
Excel upload fails or template is empty — Ensure your Excel file matches the expected format. Download a sample file and compare the column structure. Common issues include missing headers, incorrect date formats, or unsupported file types (use .xlsx).
Template tasks default to recurring when you need one-time tasks — By default, all template tasks are recurring. To create a one-time task, open the task within the template and select Does not repeat from the Start/Due date menu.
Template does not appear when creating a client plan — Templates must be saved under the company account (not a personal account) to be visible to all team members. Verify the template is listed in Settings & Apps > Tasks > Templates.
Cannot assign the template to clients in bulk — Make sure you have selected at least one client from the client list before clicking Edit jobs. The bulk assignment option only appears when clients are selected.