Bulk actions on the dashboard
Select multiple tasks on the Dashboard and apply changes to all at once — delegate users, postpone deadlines, log time, mark tasks as done, archive, or delete in a single action.
Tasks & Workflows
Daily tasks, recurring work, workflow templates, projects, and the calendar.
All articles
Section titled “All articles”Calendar settings — what to show on your calendar
Configure which items appear on your Uku calendar — tasks, vacations, holidays, tax dates, birthdays, company events, and remote work — and choose how to group or display each type.
Dashboard Later and Catch up tabs
The Later tab lets you park tasks out of your main view without deleting them. The Catch up tab surfaces tasks with unread comments or Client Portal messages so nothing slips through.
How to activate and set up the Projects app
Activate the Projects app from Settings & Apps to manage project-based work — then configure project fields, statuses, phases, and member permissions to match your workflow.
How to add a new project?
Create a new project from the Projects view by filling in the required fields, selecting a workflow template, reviewing task assignments and dependencies, and confirming the project.
How to add a recurring task?
Add a recurring task to a client's Workflow from the dashboard — choose weekly, monthly, quarterly, or yearly recurrence. Once added, Uku manages all future occurrences automatically.
How to add a task plan (Workflow)?
Set up a client's recurring task workflow using a template, by copying from another client, or by building manually — then use the Repeat tasks from date to control when tasks begin generating.
How to add and edit a task?
Create tasks with the + button or magic buttons, fill in required and optional fields, add checklists, and create tasks from templates — the complete guide to adding and editing tasks in Uku.
How to add client workflow templates?
Create client workflow templates in Settings & Apps by uploading an Excel file or building manually — then apply them to clients individually or in bulk for consistent recurring task setups.
How to change a project?
Manage projects from the Projects list — add notes, modify the project workflow, and update project status (cancel, archive, or delete) to control which tasks appear on team dashboards.
How to change the order of tasks on the dashboard?
Rearrange task order on the Dashboard by dragging tasks in the Calendar view — after refreshing, the new order is reflected on your Dashboard.
How to create a workflow template?
Create project workflow templates by uploading an Excel file or building them manually in the Projects app — templates define tasks, assignees, required project statuses, and dates so no step is missed.
How to create and reschedule tasks from the Calendar
Create new tasks by clicking any date in the Calendar, and reschedule existing tasks by dragging them to a different day — with automatic due date handling.
How to delete a recurring task?
Remove a recurring task from a client's Workflow by unchecking it in the Workflow editor, or delete it directly from the task view using the three-dot menu.
How to effectively use your dashboard?
Daily dashboard habits for accountants — review tasks each morning, postpone what does not fit, use topics to group related work, and set estimated times so your calendar reflects realistic workload.
How to follow tasks in Uku
Following a task lets you receive notifications about comments, status changes, and updates without being assigned to the task — use the Follow checkbox in any task's Members section.
How to group tasks?
Group tasks on the Dashboard by client, topic, status, date, or other criteria — then save grouped views as bookmarks for one-click access.
How to keep your Dashboard clean
Remove outdated tasks from your Dashboard by archiving them (preserved for future reference) or deleting them permanently — and browse historical tasks using the Show history option.
How to manage task visibility and prevent unwanted past tasks
Avoid incorrectly dated tasks by always reviewing the Repeats from date before confirming a client workflow. Delete any tasks already generated for past periods.
How to mark tasks as important?
Use the flag icon to mark tasks as important, then filter your dashboard to show only flagged tasks so you can prioritize the most critical work.
How to postpone tasks?
Reschedule tasks in Uku by dragging them in the Calendar view, editing dates in the task detail view, or using bulk actions to postpone multiple tasks at once.
How to restore deleted tasks in Uku
Use the Audit Log to find and restore deleted tasks — Team plan users can restore tasks deleted today, Elite plan users can restore tasks from up to 100 days ago.
How to save your Dashboard view
Filter your Dashboard by date, status, client, or other criteria, then save the view as a bookmark so you can return to it instantly — and set a default view that opens automatically.
How to set a recurrence for a task?
Set weekly, monthly, quarterly, or yearly recurrence on any task using the Start / Due date field — or link recurring task start dates to client date fields for client-specific deadlines.
How to set task due date in Uku
Set due dates for single tasks by picking a date from the calendar. For recurring tasks, choose between a specific date or a calculated number of days from a reference point, with options for handling weekends and holidays.
How to update client tasks from template changes
When you improve a task template, push those changes to all client plans that use it — select which clients, tasks, and fields to update, then confirm to apply changes in bulk.
How to use bookmarks
Bookmarks save your current view — filters, columns, sort order, grouping, and active tab — so you can return to any configured view with one click. Available on all major list and report pages.
How to use filters?
Filters let you narrow down tasks and clients across Uku views — use them on the Dashboard, Calendar, Report, Monitoring, and Billing to see only what matters, then save filter combinations as bookmarks.
How to use project statuses in Uku
Project statuses track each project's stage from start to completion — define custom statuses in workflow templates, then filter your project list, group dashboard tasks, and generate reports by status.
How to use task placeholders in Uku
Placeholders automatically insert period names (months, quarters, years) into recurring task titles — set them up once in a client Workflow or template, and Uku fills in the right value each time the task runs.
How to use topics?
Topics are labels that group and categorize tasks — use them to filter your dashboard, generate detailed reports, control which tasks appear on invoices, and set billable defaults per topic.
How to use your calendar?
Plan your week, reschedule tasks by dragging between days, create tasks from the calendar, and configure which events and team information appear in your personal calendar view.
Magic buttons
Magic buttons let you create a new task and start the timer with a single click — ideal for logging unexpected work like phone calls or emails. Set up to 8 shortcuts (4 company-wide, 4 personal).
Projects — advanced features
Deep dive into the Projects app — filtering the project list, editing a project's workflow, duplicating projects, using the Overview tab, and archiving, cancelling, or deleting projects.
Task audit log and copying tasks
The audit log shows a full change history for a task — who changed what, and when. Copying a task duplicates all fields and checklist items to a new task. Audit log requires Elite plan.
Task billing settings
Set when a task becomes billable — task start date, due date, completion, or a custom date — from the task's More menu.
Task checklists
Add checklists to tasks to break work into trackable sub-steps. Checklists support multiple groups, drag reordering, inline timers, and converting items to standalone tasks.
Task settings
Task settings control how tasks behave across your company — including template visibility, time estimation defaults, checklist enforcement, topic management, and time entry restrictions.
Task statuses
Task statuses (Active, Done, Delayed, Overdue, Later) are automatically assigned by Uku and help you filter and monitor your task list across the Dashboard, Report, and Calendar.
Task view overview
The Uku task view is split into two panels — Task Content for managing task details, and Communication for viewing emails, comments, and Client Portal messages — all in one place.
Uku Dashboard — how to use and set it up
The Dashboard is your personal daily task view in Uku — it shows tasks assigned to you, sorted by due date, and can be filtered, sorted, grouped, and customized to fit your workflow.
Using task dependencies
Create connected workflows where the next task only appears on your dashboard once the previous task is marked done — useful for sequential processes like client onboarding or multi-step filing.
What are custom fields and how to use them?
Custom fields let you track additional data (numbers, text, choices) on tasks and client cards — create them in Settings & Apps, then enable them on individual tasks or view them in reports.
Workflow template editor — advanced features
Deep dive into the workflow template editor — adding tasks from multiple templates, bulk updating all clients who use a template, setting custom start dates by recurrence period, and cloning templates.