Set up your recurring tasks and let Uku manage them for you!
"We’ve promised our clients to perform their tasks with high quality and on time, and Uku helps keep our promises."
Mart Nõmper
Rödl & Partner
What does job management automation give you?
Uku makes sure that the right tasks reach the right person's dashboard at the right time.
Recurring tasks save you time
Recurrence
Weekly Recurrence
Monthly Recurrence
Quarterly or yearly recurrence
Custom
Raamatupidamine
Recurring tasks save you time
Weekly recurrence – one or more days of the week
Date-based recurrence – monthly, quarterly, or yearly
If the recurrence falls on a day off, choose whether the task is brought forward or backward from that day.
All important information in one place
Client - Profile
Tesla
T
Payroll
0/9
T
Pay run
0/3
T
Accounting
0/5
All important information in one place
Checklists – a list of subtasks
Attachments, manuals and other notes
Topics by which you can group and filter jobs
Each client has their own work plan – system!
Dashboard
To do today
P
Income statement
21.11
C
Balance sheet
28.12
Each client has their own work plan – system!
In the client's work plan you will find:
Agreed tasks with deadlines
Person in charge
Customer information and contacts
Documents, notes, access rights, etc
Uku plans tasks for you
Dashboard
Accounting
Kuni täna
P
Accounting
21.11
Uku plans tasks for you
Stay focused – today's jobs are prioritized by default
Manage tasks on your dashboard or calendar
Quickly find the task you want with search and filter
Automated tasks features
Work plan templates
With a work plan, you get a quick and convenient overview of the tasks. When creating a work plan for a client, you can use work plan templates as a basis.
Custom dashboard
Save your ideal dashboards with chosen filters and grouping for fast access.
Custom fields
Enter information to Uku that is important to you. For example, you can use additional fields to keep track of whether a customer is late in sending documents.
Automated time tracking
Automate the time tracking by entering a time forecast for a task. Mark the task done and automate the time logging.
Real-time overview
The report consolidates information about tasks, time and volumes by customers, team, etc. This gives you an insight what and how to improve.
Responsible person
Users' rights lets every team member see only the information they need. The responsible person also sees an overview of team members’ tasks.
