Accounting Workflow Templates Enhance Work
For smooth teamwork, creating company-specific project workflow templates is good so that no necessary task is missed and all tasks are completed on time.
There are two ways to add workflow templates in Uku:
Prepare your company’s workflow template in an Excel file and upload it to Uku.
Create the template manually within Uku.
How to upload a workflow template from excel
Prepare your workflow template in an Excel file. You can find sample files here.
Once your template is ready, go to the Templates menu and click “Upload template.”
A new window will open where you can either drag and drop the file or select it from your computer.
Once uploaded, the template will appear in your list, along with the upload date and time.
By clicking the three-dot menu next to the template, you can:
rename the template,
duplicate it,
delete it.
How to create the template manually
To add a new workflow template, open the 'Templates' tab in the 'Projects' app. The company owner and main users can add new templates. Under the app settings, it is also possible to enable it for regular company members.
It is also possible to use Uku's pre-created templates as a basis by clicking on them.
Click "+ Add" to add a new workflow template. The first step is to give the template a name that describes it as well as possible.
In the next step, you can choose whether to use an existing template or start creating one from scratch.
For the tasks added to the template, it is necessary to define:
Task title
User - set it as a member, group or member role. By default, this is the member himself
Required project status - define what the project status must be for the task to be shown on the dashboard
Start/Due Date - choose to which project date value task is related to
Once you have saved the workflow template, you can add a project.
NB! It is possible to add dependencies to tasks. Read more about task dependencies here.
How does updating a workflow template work?
A workflow template can always be changed. By default, when saving changes to the workflow template, all projects are updated except for archived ones. Changes are made to all new tasks in the project.
Before saving the changes, the system displays all projects where this workflow template has been used. If necessary, the project can be removed from the list, and the changes will not adapt to it.
