Tasks & Workflows

Add and edit a task

Create tasks with the + button or magic buttons, fill in required fields, add checklists, and generate tasks from pre-built templates.

Bookmarks — Save Filtered Views in Reports and Dashboards

Bookmarks save your current view — filters, columns, sort order, and grouping — so you can return to any configured view with one click.

Bulk actions on the dashboard

Select multiple Dashboard tasks and apply changes in bulk — delegate, postpone, log time, mark done, or delete all selected items at once.

Calendar settings — what to show on your calendar

Choose what appears on your calendar — tasks, vacations, holidays, tax dates, birthdays, company events — and how each type is grouped.

Client workflow templates

Build a workflow template once and apply it to any client in seconds. Create templates from Excel, manually, or by cloning an existing one.

Create tasks from email

Forward any email to uku@getuku.email and Uku automatically creates a task assigned to the matching team member.

Custom Fields — Add Extra Data Fields to Clients, Tasks, and Members

Custom fields add extra data to tasks and clients — numbers, text, or choices. Create in Settings & Apps and view as report columns.

Dashboard — how to use and set it up

The Dashboard is your personal daily task view — filter, sort, group, reorder, and archive tasks, or save the current view as a bookmark.

Dashboard Later and Catch up tabs

Later parks tasks outside your main view without deleting them. Catch up highlights tasks with unread comments or Client Portal messages.

Effectively use your dashboard

Daily Dashboard habits to stay on track — review tasks each morning, postpone what does not fit, group by topic, and set time estimates.

Filters and grouping

Filter tasks on the Dashboard, Calendar, Report, and other views. Group Dashboard tasks by client or topic. Save combinations as bookmarks.

Follow Tasks — Get Notified When Tasks You Watch Change

Follow a task to get notifications on comments, status changes, and updates without being assigned. Use Follow in the task Members section.

Magic Buttons — Automate Task Actions with One Click

Magic buttons create a task and start its timer with one click. Set up to 4 company-wide shortcuts and 4 personal shortcuts per member.

Manage task visibility and prevent unwanted past tasks

Prevent past-period clutter. Check the Repeats from date before confirming a client workflow and delete any incorrectly generated tasks.

Mark tasks as important

Flag a task as important with the flag icon, then filter your Dashboard to show only flagged tasks and prioritize the most critical work.

Postpone tasks

Reschedule tasks by dragging in Calendar view, editing the due date in the task, or using Dashboard bulk actions to postpone multiple tasks.

Recurring tasks from client dates

Bind a recurring task's start date to a date-typed client custom field so the task shifts automatically when the client's deadline changes.

Restore deleted tasks

Restore deleted tasks via the Audit Log. Team plan: restore tasks deleted today. Elite plan: restore tasks deleted up to 100 days ago.

Set a task's due date

Set a due date on a one-time task using the date picker, with optional time. Recurring task due dates are part of the recurrence pattern.

Set up and manage recurring tasks

Recurring tasks repeat automatically on a schedule. Add one to a client Workflow, choose a frequency, and Uku creates each new instance.

Task audit log and copying tasks

View every change to a task — who did what and when (Elite plan). Copy a task to duplicate all its fields and checklist items instantly.

Task billing settings

Set when a task becomes billable — task start date, due date, completion, or a custom date — from the task's More menu.

Task checklists

Checklists break a task into trackable sub-steps — multiple groups, drag reorder, inline timers, and converting items to standalone tasks.

Task email automation

Set email triggers on a task to notify the assignee or followers on creation, update, or due date — useful for recurring task reminders.

Task placeholders

Placeholders insert the current period (month, quarter, year) into recurring task titles. Set once in a template and Uku updates each cycle.

Task settings

Task settings control company-wide behaviour — template visibility, time estimation, checklist enforcement, and time entry restrictions.

Task statuses

Task statuses — Active, Done, Delayed, Overdue, Later — are set by Uku. Use status filters to find the right tasks on any view.

Task view overview

Every task opens in two panels — Task Content for details, and Communication for emails, comments, and Portal messages — side by side.

Topics — Categorize Tasks for Reports and Billing

Topics label tasks by work type. Filter the Dashboard, generate time reports, control invoice content, and set per-topic billable defaults.

Update client tasks from template changes

Push template changes to all client workflows at once. Use the Bulk Update panel to select clients and tasks, set the date, and confirm.

Using task dependencies

Task dependencies hide a task until its prerequisite is done. Use them for sequential workflows where step B must follow step A.

Your calendar

Plan your week visually. Drag tasks to new dates to reschedule, click any date to create a task, and choose which event types appear.