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Uku in English
81 articles in this collection
Written by
Janika
and
Keit Kaur
Getting started with Uku
Uku user manual
Enter tasks, measure time spent on tasks, get an overview of the status of the tasks, and more.
Written by
Janika
Updated over a week ago
Demo account features
Try Uku before actually starting work
Written by
Janika
Updated over a week ago
Getting started with Uku - for the manager
You have an overview of jobs, customers, and users - all in one place!
Written by
Janika
Updated over a week ago
Getting started with Uku - for the specialist
Get an overview of your own work and measure the time you spend on it!
Written by
Janika
Updated over a week ago
Company account
How to cancel a paid subscription plan?
Stop using Uku or start using the Solo plan.
Written by
Janika
Updated over a week ago
How to use client custom fields?
Create client custom fields to add more information for the client
Written by
Janika
Updated over a week ago
How to add or change the number of members?
Adding and removing a member from your company's account
Written by
Janika
Updated over a week ago
How to create a company account?
There are 3 ways to add a company account in Uku.
Written by
Janika
Updated over a week ago
How to add a task plan?
Thinking it through and creating templates that fit your needs is key to a smooth workflow.
Written by
Janika
Updated over a week ago
How to add one template to several clients?
Written by
Janika
Updated over a week ago
How to use topics?
Topics help to group tasks.
Written by
Janika
Updated over a week ago
How to use client groups?
Segment your clients according to your preference.
Written by
Janika
Updated over a week ago
Members
How to add users?
Uku is perfect for team work!
Written by
Janika
Updated over a week ago
How to create and use member groups?
Share tasks easily between your employees using member groups.
Written by
Janika
Updated over a week ago
How to deactivate a member?
Remove an employee from Uku
Written by
Janika
Updated over a week ago
Member roles and permissions
User role defines what actions user is allowed to perform
Written by
Janika
Updated over a week ago
How to change the member(s) assigned to the client?
Add, replace, or remove the member from the client’s work schedule.
Written by
Janika
Updated over a week ago
Tasks
How to add templates?
Thinking through and creating templates that meet your needs is a crucial step for a smooth workflow.
Written by
Janika
Updated over a week ago
How to add a recurring task?
Add a recurring task to your client's task plan, so you don't have to re-enter the task.
Written by
Janika
Updated over a week ago
How to change the order of tasks on the dashboard?
Re-order tasks.
Written by
Janika
Updated over a week ago
Deleting and archiving topics
Keep your list of topics up-to-date
Written by
Janika
Updated over a week ago
How to group tasks?
Sort tasks on the dashboard
Written by
Janika
Updated over a week ago
Using task dependencies
Make one or more tasks dependent on each other
Written by
Janika
Updated over a week ago
How to delete a recurring task?
Remove recurring tasks from your dashboard and the client's task plan.
Written by
Janika
Updated over a week ago
Task settings
Modify tasks as needed
Written by
Janika
Updated over a week ago
How to delete a task?
Delete a task from your dashboard
Written by
Janika
Updated over a week ago
Magic buttons
Written by
Keit Kaur
Updated over a week ago
How to mark extra work?
Separate regular tasks from extra work.
Written by
Janika
Updated over a week ago
How to follow tasks?
Keep an eye on colleagues' tasks.
Written by
Janika
Updated over a week ago
How to mark tasks as important?
Separate tasks with higher priority from others
Written by
Janika
Updated over a week ago
Time measurement settings
Set the time measurement settings.
Written by
Janika
Updated over a week ago
How to add time to multiple tasks at once?
Enter time for several tasks
Written by
Janika
Updated over a week ago
How to postpone tasks?
Change the deadline for a task
Written by
Janika
Updated over a week ago
Deleting and archiving a custom field
Keep your custom fields list up-to-date
Written by
Janika
Updated over a week ago
Task statuses
How to filter tasks by status
Written by
Janika
Updated over a week ago
How to add a task?
Adding a task in Uku is quick and easy. You can enter a lot of useful information as well.
Written by
Janika
Updated over a week ago
How to measure time?
Measure the work time spent on work in a way that suits you!
Written by
Janika
Updated over a week ago
How to set a due date?
Written by
Janika
Updated over a week ago
How to set a recurrence for a task?
It is worth setting up all the work done periodically as repeat tasks so that no work is forgotten.
Written by
Janika
Updated over a week ago
What are custom fields and how to use them?
Keep count on entered lines, workers etc.
Written by
Janika
Updated over a week ago
How to monitor task status using custom fields?
Written by
Janika
Updated over a week ago
Clients
How to add clients?
Adding clients allows you to tie a task to a customer and keep all necessary client info in one place
Written by
Janika
Updated over a week ago
How to deactivate a client?
Remove the clients that you don't serve at the moment.
Written by
Janika
Updated over a week ago
Client settings and contact roles
Written by
Janika
Updated over a week ago
How to use the client list?
Group clients more effectively by adding filters
Written by
Janika
Updated over a week ago
How to create a work plan for my client?
Make a work plan that suits the client so that all the work is written down correctly.
Written by
Janika
Updated over a week ago
How to import clients?
Instead of entering customers one by one, you can use XLSX import for a large customer base.
Written by
Janika
Updated over a week ago
How to delete a client?
Delete your client from Uku.
Written by
Janika
Updated over a week ago
Report
How to identify overlaps and missing time records?
Identify overlaps and gaps between time records
Written by
Janika
Updated over a week ago
How to use the report?
Report gives an overview of tasks that are done and planned for the future.
Written by
Janika
Updated over a week ago
How to save a report?
If you often use the same filters in your report, it makes sense to save those options.
Written by
Janika
Updated over a week ago
How to save an office-based report?
Written by
Janika
Updated over a week ago
How does monitoring work?
Uku monitoring is the best way to monitor customer agreements and real workload
Written by
Janika
Updated over a week ago
FAQ
How to save Uku to your Home Screen?
Written by
Janika
Updated over a week ago
How to order the Uku Team plan?
Your Subscription Plan
Written by
Janika
Updated over a week ago
How to reset my password?
To change your password (or get one) you only need your email address
Written by
Janika
Updated over a week ago
How to delete my Uku account?
Written by
Janika
Updated over a week ago
Best practices
How to use filters?
Show only relevant information and create your ideal dashboard
Written by
Janika
Updated over a week ago
How to effectively use your dashboard?
Tips and tricks to organise your day for success.
Written by
Janika
Updated over a week ago
How to use your calendar?
Written by
Janika
Updated over a week ago
Installing Mini Uku
Instructions for installing Mini-Uku.
Written by
Janika
Updated over a week ago
How to activate apps?
Written by
Janika
Updated over a week ago
How to switch to a different plan or change the billing frequency?
Written by
Janika
Updated over a week ago
What is the difference between yearly and monthly billing?
Written by
Janika
Updated over a week ago
Billing solution
How does billing work in Uku?
Written by
Janika
Updated over a week ago
Setting up the Billing app
How to set up the Billing app according to your needs.
Written by
Janika
Updated over a week ago
How to manage billable and non-billable time?
Mark time entries that you want to avoid being included in the client's invoice as non-billable.
Written by
Janika
Updated over a week ago
Deleting and archiving products in Uku
Keep your list of products up-to-date
Written by
Janika
Updated over a week ago
Billing placeholders
How to use placeholders?
Written by
Janika
Updated over a week ago
How to set up and use contract templates?
Written by
Keit Kaur
Updated over a week ago
How to create products?
Create products of the services your accounting firm is offering to your clients.
Written by
Janika
Updated over a week ago
How to create invoices and send them out from Uku?
Written by
Janika
Updated over a week ago
How to manage the content of the invoices that you send out?
Send invoices to customers with your own custom subject and content.
Written by
Janika
Updated over a week ago
How to send out invoices from your own domain?
Written by
Janika
Updated over a week ago
Integrations
Merit Aktiva / 360 Księgowość integration
Written by
Keit Kaur
Updated over a week ago
How to setup Companies House integration?
Use Companies House to fill in data
Written by
Janika
Updated over a week ago
Emails
How to send automatic emails from Uku?
Automate recurring emails.
Written by
Keit Kaur
Updated this week
How to send emails to a client from Uku?
Send emails directly from Uku.
Written by
Keit Kaur
Updated over a week ago
How to create, edit, and delete email templates?
Email templates ensure fast and correct client communication.
Written by
Keit Kaur
Updated over a week ago
How does the Emails app work?
The Emails app allows you to send one-time or automatic emails directly from Uku.
Written by
Keit Kaur
Updated over a week ago
How to activate and set up Emails app?
Improve your communication with Email app.
Written by
Keit Kaur
Updated over a week ago