What's new — March 2026

#1 Reusable note templates

Create a template once, reuse it forever. Annual reviews, one-on-ones, onboarding checklists — the structure is already there when you start a new note.

Why: Teams writing recurring notes were recreating the same structure from scratch every time. Templates eliminate that repetition and keep your notes consistent across the firm.

How: Go to Settings → Clients / Workforce → Note Templates to create your first one. When writing a note, pick a template from the dropdown to start.

Read the full guide to Note Templates →

#2 Control who sees each note

Notes now support per-note access control. Restrict who can view or edit a note — useful for HR reviews, salary discussions, or anything that shouldn’t be visible to the whole team.

Why: Previously, any team member with access to a client, project, or supplier could delete or edit all notes. Permissions make it safe to keep confidential content in Uku without risk of accidental changes.

Try it: Open any note → click the lock icon → pick who can see it.

#3 Find any note in seconds

Note lists on client, project, supplier, and member cards are now filterable. Filter by type, author, pinned status, or use free-text search.

Why: Once a record has dozens of notes, scrolling isn’t practical. Filters turn your note history into something you can actually query.

#4 Turn a note into a task in one click

Write a note, spot an action item, click once — the task is created and the note attached for context. No more copy-paste or “remind me to follow up on this.”

Why: Notes are where follow-ups live. Turning them into trackable work used to mean remembering to create a task and manually linking context. Now it’s one action.

Improvements

Billing

Bulk invoice creation now works reliably — all invoices generate in one go, every time.
Invoices display the translated product name when a translation exists.
Hourly product topic selection is now visible even for client-customized products.
Invoice PDFs support new row-grouping options — merge rows by description or article code, with quantity or total display mode.
New filter options: “Not sent” and “Not exported” invoice list filters to surface invoices pending client delivery or accounting export.
Non-admin users can now be given bulk-action permissions.

Tasks

Selecting a template suggestion copies over description, bill-at, and bill-by fields.
Finishing a task on the dashboard shows the next task instantly — no page reload.
Full filenames are now visible on hover.

Reports

Task start date is now included in exports.

Calendar

When filtering by specific team members, only their vacations are shown; group selections expand to display individual member vacations.

Monitoring

Targets can be set per period.

Client Portal

Your firm’s client app stays visible in the App Store even when the account is paused or the trial has ended.

Email

Stability improvements for Outlook and Gmail connections.

Got feedback on any of these? Reply to this email or write us at uku@getuku.com — every change above started as a user conversation.