How to use filters?
Filters let you narrow down 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. Once you have the right filter combination, save it as a bookmark for one-click access.
Who can do this
Section titled “Who can do this”- 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).
Filters on the Dashboard
Section titled “Filters on the Dashboard”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
Adding more filters
Section titled “Adding more filters”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)
Saving filter combinations
Section titled “Saving filter combinations”Once you have the right filters, save the combination as a bookmark:
- Click the Save bookmark button (disk icon) in the filter bar.
- Enter a name for the bookmark.
- Optionally set it as your default view.
- 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.
Filters in other views
Section titled “Filters in other views”Calendar
Section titled “Calendar”The Calendar view supports the same filter options as the Dashboard. Click the Filter icon to open the filter bar.
Report
Section titled “Report”
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.
Monitoring
Section titled “Monitoring”
The Monitoring view supports filters to track compliance task progress across team members and clients.
Billing
Section titled “Billing”
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.
Troubleshooting
Section titled “Troubleshooting”Saved bookmark is missing from the menu
Section titled “Saved bookmark is missing from the menu”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).
Filters are not showing expected results
Section titled “Filters are not showing expected results”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.
Cannot add custom filters in Billing
Section titled “Cannot add custom filters in Billing”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.
Company bookmark is not visible to other members
Section titled “Company bookmark is not visible to other members”Only Company Admins and Company Owners can save filter selections visible to the entire company. Regular members can only save personal bookmarks.