Accounting Project Management Software Tutorial
On the project card, you can enter notes related to the project, and under the logs, you can see who and what activities have been done related to the project.
How to change project workflow?
To add tasks to the project workflow, go to the edit workflow view from the 3-dot option or add tasks one by one from the header
How to change project status?
Update a project's status as it moves through your workflow stages to control which tasks appear on team dashboards.
How to Update Project Status
Go to Projects from the main menu
Find the project in the project list
Click the Pencil icon in the end of the row
Select the new status from the dropdown
The status updates immediately
Cancel - takes you to the workflow creation view. If necessary, add tasks that need to be done in related to project cancellation. Added tasks are shown on the dashboard.
Archive - tasks are not displayed on the dashboard after the project is archived.
Delete - only the owner of the company account can delete the project. Beforehand, it is necessary to delete all tasks related to the project.
Viewing Projects by Status
The project list organizes projects into status tabs:
Each tab shows the count of projects in that status
Click any tab to filter the project list by status
Use the Status column to see each project's current status at a glance
Combine status filters with other filters (client, manager, date)
See also: How to Use Project Statuses in Uku for complete guidance on status-based project management.