Dashboard & Views
By Rain1 author9 articles
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.