Best practices
By Rain1 author11 articles
How to effectively use your dashboard?Practical tips for organizing your Uku dashboard, including task review, prioritization, topics, and estimated time to help you plan your day effectively.
Bulk actions with clientsPerform bulk operations on multiple clients at once: manage contracts, reassign members, modify templates, update monitoring settings, and import data from integrations.
How to use filters?Use filters to show only relevant tasks and clients across Uku views, and save filter selections for quick access from the main menu.
How to use your calendar?Learn how to open, customize, and save your Uku calendar view, drag tasks to reprioritize or reschedule them, and track daily time against your Flextime agreement.
Installing Mini UkuInstructions for installing Mini-Uku.
How to define my regional settings?Configure your preferred date, time, number, and calendar formats in Uku by updating the regional format in your profile settings.
Updating VAT ratesHow to bulk-update VAT rates across contracts, products, and invoice drafts in Uku when tax rates change, including optional client group filtering and accounting software integration.
Forgot to stop the timer? Here's how to fix it quicklyIf you forgot to stop the Uku work timer, learn how to pause it, edit the logged time, or delete and recreate the entry with the correct duration.
Start recurring tasks based on client date fieldsLink recurring tasks to client-specific custom date fields so task start dates adjust automatically when the client date changes, ideal for AML/KYC reviews, annual reports, and service renewals.
Reassigning tasks during employee absenceUse Uku's Dashboard and Calendar to filter, prioritize, delegate, and reschedule an absent employee's tasks to keep workflows running smoothly.
How to see inbound client communications in UkuUse the Catch up tab on your Dashboard to view all incoming client emails, team comments, and client portal updates in one centralized view.