How to Create a Quick Task in Remindoo - Remindoo

Quickly create and assign tasks in Remindoo. Improve accounting workflow efficiency, capture work instantly, and manage daily operations with ease.

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1. Access the Task Button

Click on the task button.
Navigate to ‘Custom Task’ at the top right.

2. Toggle to Quick Task

Toggle the option to ‘Quick Task’.

3. Enter Task Details

Enter the name of the task (e.g., ‘Task Number One’).
Set the status of the task: Not Started In Progress Awaiting Feedback Archived Complete
Not Started
In Progress
Awaiting Feedback
Archived
Complete
Choose a status (e.g., ‘In Progress’).

4. Set Priority and Deadline

Set the priority of the task: Medium High Low
Medium
High
Low
Set the internal deadline to the desired date.

5. Assign the Task

Click to assign the task.
Navigate to select the person responsible (e.g., ‘Martin’) or assign it to the entire team.

6. Create the Task

Click on ‘Create’ to finalize the task.
The task will appear at the top, allowing you to track its progress.

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Every deadline. Every client. One system.

Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.

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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.”

Premier Books Consultancy Ltd