Organize Your Work
By Rain1 author40 articles
How to add a task?Learn how to create tasks in Uku, fill in required and optional fields, use checklists, magic buttons, and create tasks from templates.
How to set task Due Date in UkuSet due dates for single and recurring tasks with flexible options including specific dates, time-based calculations from start dates, and automatic handling of weekends and holidays. Choose between calendar days,…
How to postpone tasks?Learn how to reschedule task start and end dates in Uku using the Calendar view, the task detail view, or bulk actions.
How to mark tasks as important?Flag tasks as important to prioritize critical work, then filter your dashboard to display only high-priority items.
How to delete a task?Learn how to delete individual tasks or multiple tasks at once from your Uku dashboard, including bulk deletion using multiselect.
How to restore deleted tasks in UkuUse the Audit Log to find and restore accidentally deleted tasks in Uku. Team plan users can restore today's deletions; Elite plan users can go back up to 100 days.
How to Follow Tasks in UkuFollow tasks in Uku to monitor progress on colleagues' work without cluttering your own task list. Receive notifications on comments, status changes, and updates while keeping followed tasks separate from…
How to group tasks?Organize your Dashboard by grouping tasks by client, topic, or deadline, and save grouped views as named filters for quick access.
How to change the order of tasks on the dashboard?Reorder tasks on your Uku Dashboard by dragging them into position in the Calendar view. Delayed tasks always appear first.
Task statusesUnderstand the five automatic task statuses in Uku (Delayed, Done, Overdue, Starts, To-do) and how to filter tasks by status on the Dashboard, Report, and Calendar.
Using task dependenciesHow to create task dependencies in Uku for one-time tasks, templates, and work plans to build connected workflows where tasks appear sequentially as prerequisites are completed.
How to set a recurrence for a task?Set weekly, monthly, quarterly, or yearly recurrence on tasks to automate repetitive work. Includes custom recurrence options and the ability to link task start dates to client date fields.
How to add a recurring task?Add a recurring task to a client's task plan with weekly, monthly, quarterly, or yearly schedules so Uku automatically manages future occurrences.
How to delete a recurring task?Remove recurring tasks from your dashboard and client task plans using either the plan editor or the task template deletion method.
How to create a workflow template?Create workflow templates by uploading from Excel or building manually in the Projects app. Define tasks, assignees, required project statuses, and dates to keep projects on track.
How to add templates?Create task templates in Uku by uploading an Excel file or building them manually. Use templates to standardize recurring workflows and assign them to multiple clients at once.
How to Use Task Placeholders in UkuTask placeholders automatically insert period names (months, quarters, years) into recurring task titles. Set them up once in your task plan, and Uku handles the rest.
How to Update Client Tasks from Template ChangesPush changes from your company task templates to existing client plans in bulk. Choose which clients, tasks, and task details to update, saving hours of manual work when standardizing processes…
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.
How to add a task plan?Build client task plans in Uku using templates, existing client plans, or manual creation. Set bulk start dates for recurring tasks and keep plans updated as client needs change.
How to add one template to several clients?Assign the same task template to multiple clients at once using bulk actions. Ideal for regulatory changes, new services, or standardizing workflows across your client base.
Uku's new Task viewA guide to Uku's updated Task view, covering the Task Content panel for managing task details and the Communication panel for emails, comments, and Client Portal messages.
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.
What are custom fields and how to use them?Learn how to create, configure, and use custom fields in Uku to track additional task data such as entry counts, employee numbers, and more.
Deleting and archiving a custom fieldDelete unused custom fields permanently or archive in-use ones to keep your custom fields list clean while preserving historical report data.
How to monitor task status using custom fields?Create choice-based custom fields to define and track job stages on tasks, then view and sort progress in reports.
Bulk actions on the dashboardUse bulk actions on the Dashboard to edit, postpone, log time, delegate, or mark multiple tasks as done simultaneously.
How can I manage task visibility and prevent issues like incorrect start dates or unwanted past tasks in Uku?Learn how to prevent tasks from appearing with incorrect start dates or in past periods, and how to clean up erroneously created tasks in Uku.
How to get the most out of the Uku Report?Use the Uku Report to monitor task progress, track Annual Accounts, review team workload, and generate client work summaries with saved custom views.
How to activate and set up the Projects app?Activate the Projects app and configure project fields, statuses, phases, and workflow permissions to manage project-based work in Uku.
How to add a new project?Create a new project in Uku by filling in required fields, selecting a workflow template, configuring task assignments and dependencies, and confirming the project.
How to change a project?Manage project details, workflows, and statuses in Uku. Update, cancel, archive, or delete projects to control which tasks appear on team dashboards.
How to Use Project Statuses in UkuProject statuses help you track where each project stands in your workflow. Create custom statuses, filter your project list, group dashboard tasks by status, and generate status-based reports to manage…
How to use topics?Topics are labels that group and categorize tasks, enabling filtered dashboards, detailed reports, and topic-based billing on invoices.
Deleting and archiving topicsLearn how to delete unused topics or archive active ones to keep your topic list clean and accurate in Uku.
Turn an Email into TaskConvert incoming emails into Uku tasks by forwarding them to a designated address. The task includes the full email body and attachments.
Task settingsConfigure task behavior including template visibility, time estimation defaults, checklist enforcement, topic management, and time entry restrictions.
Magic buttonsLearn how to set up and use magic buttons to quickly create tasks and start timers with a single click for unexpected work like phone calls and emails.
Why do recurring tasks sometimes not appear in Uku reports or billing, and how can this behavior be managed?Recurring tasks may be missing from Uku reports or billing because they are virtual (outside the 45-day window) or the billing date does not match the billing period. Learn how…