We highly recommend saving your most important Report views as default views. How to do that, please see here. This will help you to be quick in the future when navigating around in Uku. You will not have to set filters each time again, but you can simply choose your report from the predefined menu:
How to monitor Annual Accounts' progress
You have 2 options to track all Annual Accounts (or other one-off projects’) tasks.
Use Uku projects to manage these one-off projects and track their progress in the Projects Overview tab. See here, how to use Uku projects.
Use Uku tasks for project setup and monitor the progress in the report.
To use Uku Report to monitor the progress of Annual Accounts (or other one-off) projects’, complete the following steps.
Create Topic “Annual accounts” and add the topic to Annual Accounts tasks.
If you wish, create a task custom field “Annual accounts” with field type choice. Define the process steps of the work as choice options.
Add that custom field to Annual Accounts tasks.
Make sure you have created Annual Accounts tasks for all clients who requested the service. Make sure the start and due dates on these tasks are correct and that they all have the correct topic assigned.
Now go to Report and filter
dates from the start until the end of the year or any other period you are interested in;
for topic “Annual accounts”;
for all tasks (regardless of their status).
Go to tab Tasks
Add the column “Annual accounts”
There you go! A full list of all Annual Accounts reports you need to submit. You can see the status of each task here and if they are overdue.
Don’t forget to save this report!
How to monitor the progress of my todos this month
You can filter all your todos on your dashboard and in the report. In both cases, you can save your filtered view as a default view.
On the dashboard you can filter tasks per status.
In the Report, you can, however create yourself a custom report to show you all your todos in the given period. This way you can track your progress.
Go to Report and filter for
“This month”
Member: choose yourself or a colleague if you want to track a colleague's progress instead
Choose “all tasks” to see all tasks in their respective statuses.
Go to the tab Tasks
Don’t forget to save your report for easier future reference.
How to monitor the tasks that need to be done this month
In the Report you can create yourself a custom report to show you all your or a team members todos in the given period. This way you can track your / their progress.
Go to Report and filter for
“This month” or any other period you are interested in
Member: choose yourself or a colleague if you want to track a colleagues progress instead
Choose “all tasks” to see all tasks in their respective statuses.
Go to tab Tasks
Don’t forget to save your report for easier future reference.
How to monitor the progress of a client's tasks this month
You are able to filter for all tasks that need to be completed for a client in the report.
Go to Report and filter for
“This month”
Client: choose the client you want to
Choose “all tasks” to see all tasks in their respective statuses.
Go to tab Tasks
Don’t forget to save your report for easier future reference.
NB! You can also use a similar approach to filter for work done by clients in the same client group!
Now you have a full list of the work that needs to be completed for a specific client. You can later use this also to submit as proof of completed work.
How to get an overview of work done for clients this or previous month
To see a monthly/quarterly overview of work done for your clients, complete the following setup.
First, make sure you have created all custom fields you need to track different types of work that your team does.
Purchase invoices
Sales invoices
Employees (count of; for salary calculations)
Other transactions and documents you count
When these custom fields are assigned to the corresponding tasks and your team enters the count of transactions, Uku can then summarise the work done in the report.
Go to the report and filter for
The time period you want to see: this month, last month, etc.
Choose “all tasks” as the task status
And add columns to the report to show the custom field values
If you want to, you can filter by client group
Don’t forget to save your new report for future use!