Task management
Customisable Task Page Views for Accountants
A partner, a payroll clerk and a manager don't need the same view of the task list. Remindoo lets each person arrange the task page to suit how they work.
Built for UK accountants, bookkeepers and growing accountancy practices.
How to do it in Remindoo
- Open the task table column controls.
- Choose visible columns and review order and freeze options.
- Open the Kanban card customisation controls.
- Review the fields shown on each card.
Choose, reorder and freeze columns
Show any of 20 columns grouped by task information, assignment, progress, scheduling, billing and actions. Reorder with the dropdown and freeze up to five so they stay visible while you scroll.
Customise the cards
Name, assignees, progress status and tags are always shown. Add up to six more fields such as billable, client name, creation date and internal or external deadline.
Choose your layout
- List view with the columns you choose
- Kanban view to move work across statuses
- Show or hide columns
Pair views with filters
Combine a view with filters, for example, a Kanban board of only your VAT tasks, so you see the right work in the right shape.
Example: a payroll team
- The payroll lead shows client, payroll run date and assignee columns only.
- They filter to the payroll service.
- They use the Kanban view in their weekly stand-up.
Illustrative example, adapt it to your own practice's process.
Frequently asked questions
Yes, alongside the list view.
Your layout choices shape your own task page.
See Remindoo's task management in action
Book a Demo to see how Remindoo organises client work, deadlines and reviews for UK accountancy teams.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
Step-by-step guide
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
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.”
