Uku in English

Uku user manual

Enter tasks, measure time spent on tasks, get an overview of the status of the tasks, and more.

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Demo account features

Try Uku before actually starting work

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Getting started with Uku - for the manager

You have an overview of jobs, customers, and users - all in one place!

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Getting started with Uku - for the specialist

Get an overview of your own work and measure the time you spend on it!

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How to cancel a paid subscription plan?

Stop using Uku or start using the Solo plan.

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How to use client custom fields?

Create client custom fields to add more information for the client

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How to add or change the number of members?

Adding and removing a member from your company's account

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How to create a company account?

There are 3 ways to add a company account in Uku.

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How to add a task plan?

Thinking it through and creating templates that fit your needs is key to a smooth workflow.

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How to add one template to several clients?

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How to use topics?

Topics help to group tasks.

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How to use client groups?

Segment your clients according to your preference.

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How to add users?

Uku is perfect for team work!

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How to create and use member groups?

Share tasks easily between your employees using member groups.

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How to deactivate a member?

Remove an employee from Uku

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Member roles and permissions

User role defines what actions user is allowed to perform

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How to change the member(s) assigned to the client?

Add, replace, or remove the member from the client’s work schedule.

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How to add templates?

Thinking through and creating templates that meet your needs is a crucial step for a smooth workflow.

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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.

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How to change the order of tasks on the dashboard?

Re-order tasks.

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Deleting and archiving topics

Keep your list of topics up-to-date

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How to group tasks?

Sort tasks on the dashboard

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Using task dependencies

Make one or more tasks dependent on each other

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How to delete a recurring task?

Remove recurring tasks from your dashboard and the client's task plan.

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Task settings

Modify tasks as needed

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How to delete a task?

Delete a task from your dashboard

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Magic buttons

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How to mark extra work?

Separate regular tasks from extra work.

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How to follow tasks?

Keep an eye on colleagues' tasks.

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How to mark tasks as important?

Separate tasks with higher priority from others

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Time measurement settings

Set the time measurement settings.

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How to add time to multiple tasks at once?

Enter time for several tasks

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How to postpone tasks?

Change the deadline for a task

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Deleting and archiving a custom field

Keep your custom fields list up-to-date

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Task statuses

How to filter tasks by status

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How to add a task?

Adding a task in Uku is quick and easy. You can enter a lot of useful information as well.

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How to measure time?

Measure the work time spent on work in a way that suits you!

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How to set a due date?

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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.

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What are custom fields and how to use them?

Keep count on entered lines, workers etc.

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How to monitor task status using custom fields?

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How to add clients?

Adding clients allows you to tie a task to a customer and keep all necessary client info in one place

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How to deactivate a client?

Remove the clients that you don't serve at the moment.

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Client settings and contact roles

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How to use the client list?

Group clients more effectively by adding filters

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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.

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How to import clients?

Instead of entering customers one by one, you can use XLSX import for a large customer base.

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How to delete a client?

Delete your client from Uku.

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How to identify overlaps and missing time records?

Identify overlaps and gaps between time records

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How to use the report?

Report gives an overview of tasks that are done and planned for the future.

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How to save a report?

If you often use the same filters in your report, it makes sense to save those options.

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How to save an office-based report?

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How does monitoring work?

Uku monitoring is the best way to monitor customer agreements and real workload

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How to save Uku to your Home Screen?

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How to order the Uku Team plan?

Your Subscription Plan

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How to reset my password?

To change your password (or get one) you only need your email address

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How to delete my Uku account?

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How to use filters?

Show only relevant information and create your ideal dashboard

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How to effectively use your dashboard?

Tips and tricks to organise your day for success.

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How to use your calendar?

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Installing Mini Uku

Instructions for installing Mini-Uku.

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How to activate apps?

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How to switch to a different plan or change the billing frequency?

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What is the difference between yearly and monthly billing?

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How does billing work in Uku?

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Setting up the Billing app

How to set up the Billing app according to your needs.

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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.

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Deleting and archiving products in Uku

Keep your list of products up-to-date

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Billing placeholders

How to use placeholders?

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How to set up and use contract templates?

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How to create products?

Create products of the services your accounting firm is offering to your clients.

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How to create invoices and send them out from Uku?

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How to manage the content of the invoices that you send out?

Send invoices to customers with your own custom subject and content.

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How to send out invoices from your own domain?

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Merit Aktiva / 360 Księgowość integration

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How to setup Companies House integration?

Use Companies House to fill in data

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How to send automatic emails from Uku?

Automate recurring emails.

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Updated this week

How to send emails to a client from Uku?

Send emails directly from Uku.

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How to create, edit, and delete email templates?

Email templates ensure fast and correct client communication.

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How does the Emails app work?

The Emails app allows you to send one-time or automatic emails directly from Uku.

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How to activate and set up Emails app?

Improve your communication with Email app.

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