How to add a new project?
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Projects in Uku are finite engagements — a tax return, audit, or one-off service — organized with their own task templates, statuses, and assignees. Create a project from the Projects view by selecting a workflow template and configuring task assignments.
Who can do this
Section titled “Who can do this”- Company Admins, Company Owners, and team members with access to the selected client can add new projects.
- Only the project owner can delete a project. All other members with access share the same permissions.
Add a new project
Section titled “Add a new project”- Navigate to Projects in the main navigation.
- Click + Add project or the equivalent button in the projects view.
- Fill in the project details. Mandatory fields are marked with an asterisk (*).
- Match member roles with specific team members if your workflow template uses user roles.
- Choose a workflow template for the project — select from your company’s templates or built-in templates.
- Review the tasks in the selected workflow. Change assignees or set time dependencies on project dates if needed.
- Add tasks to the workflow manually if necessary.
- Click Confirm to create the project.
The project is accessible to all members who have access to the selected client.
Mandatory fields when adding tasks manually
Section titled “Mandatory fields when adding tasks manually”If you add tasks to the workflow during project creation, these fields are required:
- Title — The name of the task.
- Member — Set as a member, group, or member role.
- Required project status — Defines what the project status must be for the task to appear on the Dashboard.
- Start/Due — Choose which project date value the task is related to.
How required project status works
Section titled “How required project status works”Each task in your project workflow has a Required project status field that controls when the task appears on dashboards.
- The project’s current status determines which tasks are immediately visible to assigned members.
- Tasks requiring a different status remain hidden until you update the project status.
Example: If your project starts in status “Pending,” only tasks with required status “Pending” appear on dashboards. When you change the project to “In progress,” tasks requiring that status become visible.
Troubleshooting
Section titled “Troubleshooting”Cannot find a workflow template when adding a project
Section titled “Cannot find a workflow template when adding a project”Make sure workflow templates have been created in Settings & Apps → Projects → Templates. If no company templates exist, you can use one of the built-in templates as a starting point.
Tasks are not appearing on the Dashboard after creating the project
Section titled “Tasks are not appearing on the Dashboard after creating the project”Check the Required project status for each task. Tasks only appear when the project’s current status matches the task’s required status. Update the project status to make the relevant tasks visible.
Assigned a user role but the task has no assignee
Section titled “Assigned a user role but the task has no assignee”During project creation, you must match each user role to a specific team member in the member role mapping step. If a role is left unmatched, tasks assigned to that role will have no assignee.
A team member cannot see the project
Section titled “A team member cannot see the project”Project access is based on client access. Verify that the team member has been granted access to the client associated with the project.