1. Dashboard: Later tab
Section titled “1. Dashboard: Later tab”Not sure when you’ll be able to tackle a task? Move it to the “Later” tab and keep your current list focused on what matters most. For example, if you’re waiting for a client’s reply and don’t want the task cluttering today’s view, just send it to “Later” and revisit when you’re ready.
Why? Your active list stays focused on what needs action now, without losing sight of tasks you’ll return to later.
2. Dashboard: Catch Up
Section titled “2. Dashboard: Catch Up”Stay instantly up to date! The new “Catch Up” view gives you a quick overview of all recent activity — comments from your team, client replies, or updates in the client portal. Open tasks remain under “Seen” until you mark them complete.
3. Dashboard: sorting
Section titled “3. Dashboard: sorting”You can now sort your dashboard by start date, due date, client, status, topic, task title, or completion status. Need a different perspective? Reverse the order with one click.
4. Tasks: archiving
Section titled “4. Tasks: archiving”Keep your dashboard tidy without losing important information. Archive tasks you don’t need to see every day but aren’t ready to delete. Restore any archived task with a single click.
Why? Keep your list focused on what matters now, without permanently losing tasks you may need later.
5. Email automation status
Section titled “5. Email automation status”Every task now displays a “traffic light” status for email automations: green = sent, red = failed, gray = pending.
6. Dashboard: status bar
Section titled “6. Dashboard: status bar”A colorful status bar above your tasks gives you an instant overview of task progress and what’s left to do.
7. Dashboard: daily time bar
Section titled “7. Dashboard: daily time bar”Track your productivity at a glance. The green bar above the task list shows how much time you’ve tracked today — regardless of your current date filter.
8. Tasks: history range
Section titled “8. Tasks: history range”Too many overdue tasks? Now you can filter your dashboard to show only the past 45, 90, or 180 days of tasks.
9. Tasks: unread and urgent
Section titled “9. Tasks: unread and urgent”Unopened tasks appear in bold, and upcoming deadlines are highlighted in orange — so nothing slips through the cracks.
Improvements
Section titled “Improvements”Dashboard
Section titled “Dashboard”- Grouping — group tasks by client, topic, client group, status, period, project, or team member. Bulk actions are now easier than ever for grouped tasks.
Date filter
Section titled “Date filter”- More options — handy quick date selections are now available throughout Uku: dashboard, reports, and client cards.
- Bulk delegation — assign multiple tasks to another team member in one go. Use the “replace” function to remove the original assignee if needed.
Reports
Section titled “Reports”- When you select an account in the filter, all other filters (clients, topics, members) will only show values related to that account.
Emails
Section titled “Emails”- You can now use more placeholders in your invoice email templates for extra flexibility.