Edit/Delete Task
Loved by 100+ accountants and bookkeepers. Edit/Delete Task Within the Smart Task Card, users have access to two key controls: Edit Task Delete Task These opt
Loved by 100+ accountants and bookkeepers. Edit/Delete Task Within the Smart Task Card, users have access to two key controls: Edit Task Delete Task These options allow accounting firms to maintain accuracy, flexibility, and control over active work.
Loved by 100+ accountants and bookkeepers.
Within the Smart Task Card, users have access to two key controls:
These options allow accounting firms to maintain accuracy, flexibility, and control over active work.
Edit Task
The Edit Task option opens the task’s main detail panel, where core information is displayed and selected fields can be updated. This ensures tasks remain accurate as work progresses, deadlines shift, or priorities change.
Task Details Overview
Inside the Edit section, you can view:
(Assignment visibility is fixed here to preserve accountability.)
Indicates the current stage of the task, such as:
Editable: Yes
This allows teams to update progress stages as work evolves.
Shows measurable progress (e.g., percentage completion). This provides a structured view of how much work has been completed relative to the total task.
Defines urgency level:
Editable: Yes
Useful when compliance deadlines change or urgent client requests arise.
Deadlines (Internal & External)
Two structured deadline types are visible:
Editable: Yes
This dual-deadline model is especially important for accounting firms managing review cycles before client-facing submissions.
Description
Contains detailed task instructions, context, or notes:
Editable: Yes
This ensures that clarifications, scope changes, or additional requirements can be documented within the task itself.
Tags
Used for categorisation and filtering.
Examples:
Editable: Yes
Tags help firms organise tasks for reporting and filtering purposes.
Controlled Edit Permissions
Only specific fields are editable:
Core structural details remain consistent to maintain data integrity and reporting accuracy.
Delete Task
The Delete Task option permanently removes a task from the system.
This is typically used when:
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.”
