Filters and grouping

Filters and grouping let you narrow down and organize the tasks and data shown across Uku views so you only see what matters right now. Filters are available on the Dashboard, Calendar, Report, Monitoring, and Billing views. Grouping is available on the Dashboard. Once you have the right filter and grouping combination, save it as a bookmark for one-click access.

• All team members can use filters on the dashboard, calendar, report, and monitoring views.
• Company Admins and Company Owners can save filter selections visible to the entire company (in the Report view).

Click the Filter icon on the Dashboard to open the filter bar. Default filters:

• Time — tasks valid for a specific period
• Status — filter by status (Delayed, Done, Overdue, Active, etc.)
• Topic — tasks on the selected topic
• Client — selected client’s tasks
• Member — tasks assigned to a specific member

Click the + icon to add additional filters:

• Important — tasks marked as important
• Extra work — tasks marked as extra work
• Recurring task — recurring tasks only
• I Follow — tasks you are following as a follower
• Commented — tasks with a comment attached
• Tracked time — tasks for which time has been logged
• Estimated — tasks with a time estimation
• Delegated to — tasks delegated to you by others
• Delegated by — tasks you have delegated to others
• Account — tasks added to a specific company (multi-company setups)

Click the Grouping icon on the Dashboard toolbar to organize tasks. The grouping you choose is independent of filtering — you can apply both at once.

Available grouping options:

• Don’t group — tasks sorted by start date, no grouping applied.
• Group by client — only client names shown; click a client name to expand their tasks.
• Group by project — tasks grouped by project.
• Group by topic — tasks grouped by topic.
• Group by status — groups into Undone, In Progress, and Completed.
• Group by user — tasks grouped by assigned member.
• Group by client group — tasks grouped by client groups.
• Group by period — groups by day, week, and month.
• Group similar — tasks with the same topic and deadline are grouped together.

If a grouping option seems to do nothing, the underlying tasks may be missing the field used for grouping (e.g. no topic set when using Group by topic).

Once you have the right filters and grouping, save the combination as a bookmark:

1. Click the Save bookmark button (disk icon) in the filter bar.
2. Enter a name for the bookmark.
3. Optionally set it as your default view.
4. Click Save.

Access saved bookmarks by hovering over the view name in the main navigation (for example, Dashboard). Your saved bookmarks appear in the submenu. See the How to use bookmarks article for the full reference.

The Calendar view supports the same filter options as the Dashboard. Click the Filter icon to open the filter bar.

The Report view provides additional filter options for analyzing tasks and time entries. Filter selections saved in Report can be shared with the whole company by Company Admins and Company Owners.

The Monitoring view supports filters to track compliance task progress across team members and clients.

In the Billing view, available filters are fixed: Company, Period, and Client group. Custom filters cannot be added, but you can save filter selections as bookmarks.

Hover over the correct view name in the main navigation. Bookmarks are tied to the view where they were saved (e.g., a bookmark saved on the Dashboard only appears under the Dashboard menu item).

Check for conflicting filters. For example, combining a Status filter set to “Done” with a Time filter for the current period may hide tasks completed outside that period. Remove filters one at a time to identify the conflict.

This is expected. The Billing view only supports Company, Period, and Client group filters. Use the Report view for more granular filtering of billing-related data.

Only Company Admins and Company Owners can save filter selections visible to the entire company. Regular members can only save personal bookmarks.