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 members who have access to the selected client
- On the project level, all members have the same rights. Besides the owner, who can delete a project.
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
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'.
Understanding Required Project Status in Tasks
Each task in your project workflow has a Required project status field that controls when the task appears on dashboards.
When adding a project:
Review the required status for each task
The project's current status determines which tasks are immediately visible
Tasks requiring different statuses remain hidden until you update the project status
You can modify required statuses for individual tasks if needed
Example: If your project starts in status "Not yet in," only tasks requiring that status will appear on assigned members' dashboards. When you change the project to "In Office," those preparation tasks become visible.
See also: How to Use Project Statuses in Uku for complete guidance on managing projects through workflow stages.
Start/Due - choose which project's time value the task is related to
Confirm project workflow