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How to Create Teams in Remindoo, Step-by-Step Team Setup

ICAEW Technology AccreditationRated Excellent on Trustpilot

Learn how to create and manage teams in Remindoo. Follow a step-by-step guide to add employees, assign team leads, and organise teams efficiently.

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Explain key steps how to create teams in Remindoo

1. Access Settings

  1. Click on Settings in the application.
  2. Locate and click on the Teams button.

2. Create a New Team

  1. Click on Show Details .
  2. Find the option labeled Create New Team at the top right and click on it.

3. Add Team Members

  1. Use the search function to find employees you want to include in the team.
  2. For example, search for Jules , Cara , and Andy .
  3. Tick the box next to each employee’s name to add them to the team.

4. Assign a Team Lead

  1. Identify the team lead (e.g., Andy ) by clicking the appropriate option next to their name.
  2. Ensure every team has a designated team lead.

5. Name the Team and Save

  1. Enter a name for the team (e.g., Team 1 ).
  2. Click Save to create the team.

6. Review Team Details

  1. Confirm that the team lead (Andy) and team members (Jules and Cara) are correctly displayed.

7. Edit or Delete the Team

  1. To edit the team name or members, click on the team to make changes.
  2. To delete the team, click the Delete button. Warning : Deleting a team is permanent and cannot be undone, so ensure you are certain before proceeding.
  3. Warning : Deleting a team is permanent and cannot be undone, so ensure you are certain before proceeding.

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  • How to Customise Your Task Sheet View
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Built for UK practice growth

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 knowing what each employee is working on matters

In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.

Clear ownership

Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.

Balanced workload

Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.

Cover for absence

When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.

Controlled access

Roles and permissions keep sensitive client and AML data visible only to people who need it.

Practical tips from UK practice

  • Group people into teams around services or client portfolios, and name a Team Lead for each.
  • Review the employee task breakdown weekly, not only when a deadline is missed.
  • Give new starters a limited role first, then widen access as they are trained.
  • Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.

Related Remindoo features

  • Employee and team management →
  • Advanced employee roles →
  • Employee task breakdown →
  • Employee reporting →

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

Read all reviews on Trustpilot
“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

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