How to Comment and Tag Colleagues in Tasks | Remindoo

Learn how to comment on tasks and tag colleagues in Remindoo. Improve team collaboration using subtasks, formatted comments, and real-time communication.

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Key Steps to Comment and Tag Colleagues in Tasks

. Select a Task

Click on any task you want to comment on.

For example, select a task and click on ‘View Subtasks’.

1. Choose a Subtask for Commenting

Identify if you want to comment on a specific subtask.
Click on the desired subtask to make a comment.

2. Add Your Comment

Type your comment in the comment box.
Example: “I want to know the status of this.”

3. Tag Colleagues

Tag colleagues by typing ‘@’ followed by their name.
You can tag specific people, task assignees, or everyone.

4. Include Links and Format Text

To add a link, paste the URL in the comment box and use the link button to make it clickable.
Format your text by making it bold, italic, or underlined.

5. Use Bullet Points

Organize your comment using bullet points or numbered lists.

6. Post Your Comment

Click ‘Post’ to submit your comment.
Note: Comments are specific to the subtask you selected.

7. Comment on Other Subtasks

To comment on other subtasks, repeat the process by selecting the desired subtask.

8. Comment on the Entire Task

To comment on the entire task, click on ‘All’ to view all comments.
Type your comment and post it.

9. Notifications and Replies

Tagged colleagues will receive notifications.
They can reply or attach files relevant to the comment.

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Why recording every task matters in an accountancy practice

Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.

Avoid penalties

HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.

Nothing depends on memory

Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.

Consistent quality

Subtask checklists make every job follow the same steps and reviews, whoever does the work.

Visibility for managers

Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.

Practical tips from UK practice

Set an internal deadline two to four weeks before every statutory deadline.
Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
Break larger jobs into subtasks, including a review step.
Comment on the task instead of by email, so the history stays with the work.

Related Remindoo features

Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

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“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

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