How to Customise Your Task Sheet View - Remindoo

Learn how to customise your task sheet view in Remindoo by adjusting column visibility to improve workflow clarity and task management.

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Key Steps Customise Your Task Sheet View in Remindoo

Explains steps to customize your view in the task sheet by adjusting column visibility to enhance your workflow.

1. Access Column Settings

Locate the columns button at the top right of the task sheet.
Click on it to view the current columns displayed.

2. Uncheck Unnecessary Columns

Review the list of columns.
Uncheck any columns that are not relevant to your tasks.
Observe that the rows associated with unchecked columns will disappear.

3. Save Your Changes

After adjusting the columns, click on the save button to apply your changes.
Your customized view will now be saved.

4. Revert Changes if Necessary

Cautionary Notes

Tips for Efficiency

If you wish to revert to the original view, you can return to the column settings at any time.
Simply recheck the columns you previously unchecked.
Ensure that you only uncheck columns that you are certain are unnecessary to avoid losing important information.
Remember that changes are saved immediately after clicking the save button, so double-check your selections before saving.
Regularly review your column settings to ensure they still meet your needs as tasks and priorities change.
Consider creating a standard view that works for most tasks and save it for quick access.

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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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