How to Create a Recurring Task in Remindoo - Remindoo

Learn how to create a recurring task in Remindoo with this step-by-step guide. Automate workflows, manage deadlines, and save time for your firm.

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Step-by-Step Guide to Adding Recurring Tasks in Remindoo

1. Access Task Creation

Click on Task .
Select Custom Task .

2. Set Task Details

Click on the option to set the task details.
Choose a date based on the nature of your task.

3. Define Frequency

Set the frequency to daily .
Choose no end date for the task.

4. Schedule the Task

Confirm that the task will recur every day.

5. Name the Task

Enter a task name (e.g., Daily Checks ).

6. Set Task Status and Priority

Set the status (e.g., In Progress ).
Define the priority .

7. Assign Client and Service

Assign the task to a specific client .
Select a service if applicable.

8. Utilize Subtasks (Optional)

If the selected service has pre-created subtasks , you can use them to save time.

9. Finalize and Create Task

Finalize any deadlines .
Assign the task to a team member.
Click on create .

10. Review Recurring Tasks

Click on recurring to view the task list.

11. Delete Task if Necessary

If the task changes or is no longer needed, click delete to remove it from the daily schedule.

12. Start Working on the Task

Click on the task to begin working on it.

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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