Work Plans & Documents
Task plans, document storage and management, exports, and client onboarding.
By Rain1 author4 articles
How to create a work plan for my client?Create client task plans from templates or from scratch. Set bulk start dates for all recurring tasks at once. Update existing plans when you improve your templates.
How to Store and Manage Documents in UkuUku integrates with Google Drive, OneDrive, SharePoint, and Dropbox to centralize document storage. Upload once and files sync to your repository, appearing on client cards, tasks, and the client portal.
How to delete documentsLearn how to delete documents in Uku. Documents must be removed through the tasks where they were added, not from the document list.
How to export clients and client contacts?Export your client list or client contact information from Uku as an XLSX file for use in other software, record-keeping, or bulk updates.