Adding Projects to Project Management Software for Accountants

To add a new project, go to the 'Projects' view in the main menu

When adding a project, mandatory fields are marked with * - The project is accessible to all members who also have access to the selected client ​

1. Here, you can match a member role with a specific member

Next, choose a workflow for the project, either from the company's or Uku's templates ​

Review the tasks of the selected workflow. If needed, change assignees or set the task's time dependence on the project. ​

If necessary, add tasks to the workflow manually

- Title
- Member - set it as a user, group or user role
- Required project status - define what the project status must be for the task to be shown on the dashboard ​ ​In the example below, the task will not appear on the desktop until the project status is 'In progress'.
 
 
- Start/Due - choose which project's time value the task is related to

1. To add a new project, go to the 'Projects' view in the main menu
2. When adding a project, mandatory fields are marked with * - The project is accessible to all members who also have access to the selected client ​
 
 1. Here, you can match a member role with a specific member 
 
3. Next, choose a workflow for the project, either from the company's or Uku's templates ​
 
 
4. Review the tasks of the selected workflow. If needed, change assignees or set the task's time dependence on the project. ​
 
 
5. If necessary, add tasks to the workflow manually
 
 
 
 Mandatory fields for entering a task:
 - Title
 - Member - set it as a user, group or user role
 - Required project status - define what the project status must be for the task to be shown on the dashboard ​ ​In the example below, the task will not appear on the desktop until the project status is 'In progress'.
 
 
 - Start/Due - choose which project's time value the task is related to
 
 
6. Confirm project workflow