Detailed Task Creation
Loved by 100+ accountants and bookkeepers. Detailed Task Creation (Priorities, Assignees, Deadlines) Remindoo Detailed Task Creation feature is designed to ma
Loved by 100+ accountants and bookkeepers. Detailed Task Creation (Priorities, Assignees, Deadlines) Remindoo Detailed Task Creation feature is designed to manage compliance-driven and service-linked work with precision and accuracy, while keeping th
Loved by 100+ accountants and bookkeepers.
Remindoo Detailed Task Creation feature is designed to manage compliance-driven and service-linked work with precision and accuracy, while keeping the process straightforward.
Build Structured, Service-Linked Tasks
After accessing Remindoo, go to the Clients section, then click + Custom Task, which is present on the right side along with the Recurring Task button. This opens the Create Custom Task panel, and the system defaults to Detailed Task to ensure you begin with a structured framework.
You can start by defining:
You can then choose how the task should be positioned within your firm’s workflow.
Scenario 1: Link to an External Service
If the task relates to a client-facing or compliance service, keep the Link to External Service option enabled (default setting). You will:
This can ensure the task aligns directly with the service being delivered and its compliance timeline. After that, you can assign the task to:
Add a description and tags if required, and the task becomes part of a clearly structured service workflow.
Scenario 2: Manage Internal Services with Equal Clarity
If the task relates to internal work rather than an external compliance service, you can toggle to Internal Service. In this scenario, you will:
The assignment, description, and tagging process will remain consistent.
This separation ensures your firm can distinguish between compliance-driven tasks and internal operation work, while managing both inside the same system.
Dual Deadline Control for Compliance Accuracy
Detailed Tasks allow you to define both:
This dual-layer structure helps accounting firms to stay proactive rather than reactive. Internal deadlines provide buffer control, while external deadlines ensure regulatory accuracy.
Clear Status, Priority, and Ownership
Every Detailed Task carries structured attributes:
This provides firm-wide visibility across:
Managers gain oversight. Staff gain clarity.
Standardised Documentation with Descriptions and Tags
Descriptions allow you to document context, instructions, or client-specific notes directly within the task. On the other hand, Tags provide an additional layer of organisation and make tasks easier to filter and manage across clients, services, or departments.
Nothing sits outside the system. Everything is structured and searchable.
Designed to Reduce Operational Friction
Detailed Task creation in Remindoo is designed to follow a consistent logic:
The result is a structured task that fits seamlessly into your firm’s workflow.
Why Accounting Firms Use Detailed Tasks in Remindoo?
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.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“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.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
