Task view overview

Opening a task in Uku shows two panels side by side: Task Content on the left for managing all task details, and Communication on the right for emails, comments, and Client Portal messages.

• Any team member with access to the task can view the task view.
• Editing task details requires being assigned to the task or having Company Admin or Company Owner rights.
• Client Portal features require the Client Portal to be activated for the client.

Enter the task title or choose a task template to pre-fill common fields.

In the task header, select the member(s) responsible for completing the task. Add followers if others need to monitor progress without being assigned.

From the task header or three-dot menu, mark the task as:

• Extra work
• Important (flag icon)
• Snoozed (postpone the due date)

Select the client and task topic. If the Client Portal is activated for the client, you can also choose to send the task there.

If the task is sent to the Client Portal, the portal fields appear automatically:

• Select the contact person to whom the portal task is assigned.
• The Assign as task checkbox is selected by default — this makes the task visible in the Client Portal and sends an email notification to the client.
• Choose whether the task should automatically be marked as done when the contact completes it.

• Add a checklist to track progress step by step. A percentage indicator shows how many items are completed.
• Add a description to provide more context about the task.

• Attachments — files attached to the task.
• Time estimates — expected time to complete the task.
• Custom fields — any company-configured fields enabled for this task.
• Dependencies — links to other tasks that must be completed first.

Click the time icon to open the time entry window. From here you can:

• Mark whether the time entry is billable.
• Add a comment to the time entry.
• Adjust previously recorded time or add new entries.
• Delete a time entry from the three-dot menu.
• Specify whether the time was for remote work or office hours.

The Communication panel displays all task-related messages. Use the tab menu to switch between:

• Communication history and emails
• Activity history
• Sorted communication history

1. Click the comment icon.
2. Enter your comment and click Add. Comments appear in the communication panel with a yellow background.

1. Click the email icon to open the email window.
2. Specify the recipient, subject, and content.
3. Use toolbar icons to add a template, enable automation, attach files, or format text.

1. Click the Client Portal icon.
2. Enter your message and click Send Portal Message.

The Client Portal must be activated for the client before portal-specific fields become available. Check the client’s portal settings.

Ensure you are viewing the Communication panel and have selected the correct tab (communication history vs. activity history).

Confirm that you have clicked the timer control and not just the time icon. If time was entered manually, check the time icon to verify entries were saved.

Verify the recipient email address is correct. Check the communication panel for delivery status indicators. Ensure your email integration is properly configured in Settings & Apps.