Task view overview

Opening a task in Uku shows two panels side by side: Task Content on the left for managing all task details, and Communication on the right for emails, comments, and Client Portal messages.

Quick answer

The Task Content panel lets you set the title, client, topic, checklist, time estimates, attachments, and dependencies. The Communication panel shows all task-related messages and lets you send emails, add comments, and send Client Portal messages directly from the task.

Who can do this

• Any team member with access to the task can view the task view.
• Editing task details requires being assigned to the task or having Company Admin or Company Owner rights.
• Client Portal features require the Client Portal to be activated for the client.

Task Content panel

Task title and template

Enter the task title or choose a task template to pre-fill common fields.

Assigning members and followers

In the task header, select the member(s) responsible for completing the task. Add followers if others need to monitor progress without being assigned.

Task options

From the task header or three-dot menu, mark the task as:

• Extra work
• Important (flag icon)
• Snoozed (postpone the due date)

Client and topic

Select the client and task topic. If the Client Portal is activated for the client, you can also choose to send the task there.

Client Portal task settings

If the task is sent to the Client Portal, the portal fields appear automatically:

• Select the contact person to whom the portal task is assigned.
• The Assign as task checkbox is selected by default — this makes the task visible in the Client Portal and sends an email notification to the client.
• Choose whether the task should automatically be marked as done when the contact completes it.

Checklist and description

• Add a checklist to track progress step by step. A percentage indicator shows how many items are completed.
• Add a description to provide more context about the task.

Additional fields

• Attachments — files attached to the task.
• Time estimates — expected time to complete the task.
• Custom fields — any company-configured fields enabled for this task.
• Dependencies — links to other tasks that must be completed first.

Time management

Click the time icon to open the time entry window. From here you can:

• Mark whether the time entry is billable.
• Add a comment to the time entry.
• Adjust previously recorded time or add new entries.
• Delete a time entry from the three-dot menu.
• Specify whether the time was for remote work or office hours.

Communication panel

The Communication panel displays all task-related messages. Use the tab menu to switch between:

• Communication history and emails
• Activity history
• Sorted communication history

Adding a comment

1. Click the comment icon.
2. Enter your comment and click Add. Comments appear in the communication panel with a yellow background.

Sending an email

1. Click the email icon to open the email window.
2. Specify the recipient, subject, and content.
3. Use toolbar icons to add a template, enable automation, attach files, or format text.

Sending a Client Portal message

1. Click the Client Portal icon.
2. Enter your message and click Send Portal Message.

Troubleshooting

Client Portal fields do not appear when creating a task

The Client Portal must be activated for the client before portal-specific fields become available. Check the client’s portal settings.

Cannot see communication history for a task

Ensure you are viewing the Communication panel and have selected the correct tab (communication history vs. activity history).

Timer does not start or time is not being recorded

Confirm that you have clicked the timer control and not just the time icon. If time was entered manually, check the time icon to verify entries were saved.

Emails sent from the task are not received by the client

Verify the recipient email address is correct. Check the communication panel for delivery status indicators. Ensure your email integration is properly configured in Settings & Apps.

Screenshots