Templates & Recurring Tasks
By Rain1 author10 articles
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.