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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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 use client custom fields?

Create client custom fields to add more information for the client

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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 templates?

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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User roles and permissions

User role defines what actions user is allowed to perform

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How to change the user assigned to the client?

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

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Deleting and archiving topics

Keep your list of topics up-to-date

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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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Deleting and archiving a custom field

Keep your custom fields list up-to-date

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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 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 use 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 Uku Standard 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 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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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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