How to Manage Tasks and Subtasks Efficiently - Remindoo

Learn how to manage tasks and subtasks efficiently in Remindoo. Track progress, update deadlines, and enhance team collaboration.

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Subtasks break a larger job, such as year-end accounts, into smaller steps that each have their own owner and deadline.

1. Open the task

Go to Tasks and open the task you want to manage.
Review the main task details, assignee and deadline.

2. Add or review subtasks

Open the subtasks area of the task.
Add a subtask for each step of the job.
Give each subtask an assignee and a deadline.

3. Track progress

Update the status of each subtask as work is completed.
Use comments to tag colleagues when a step needs input.
Close the main task once every subtask is complete.

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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