Edit/Delete Task
Quickly edit or delete tasks using Remindoo Smart Task Card. Maintain accuracy, flexibility, and full control over your accounting workflows with ease.
How to do it in Remindoo
- Open a task's quick view.
- Review its client, service, dates and status.
- Locate Edit or Delete in the action controls.
Quick view and actions
Click a task to see its service, client, type, priority, dates and status, with buttons to view subtasks, edit, reassign, archive, snooze, add a subtask, run AI Task Analysis, view the timeline or delete.
Loved by 100+ accountants and bookkeepers.
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.
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:
- Profile icons of assigned team members
- Clear visibility of task ownership
(Assignment visibility is fixed here to preserve accountability.)
- Displays the official task title
- Acts as the primary identifier for the job
Indicates the current stage of the task, such as:
- Not Started
- In Progress
- Completed
- Archived
- Awaiting Feedback
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:
- High
- Medium
- Low
Useful when compliance deadlines change or urgent client requests arise.
Deadlines (Internal & External)
Two structured deadline types are visible:
- Internal Deadline (team-facing target)
- External Deadline (client/compliance submission date)
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:
This ensures that clarifications, scope changes, or additional requirements can be documented within the task itself.
Tags
Used for categorisation and filtering.
Examples:
- VAT
- Payroll
- Audit
- Q1 Reporting
- Compliance
Tags help firms organise tasks for reporting and filtering purposes.
Controlled Edit Permissions
Only specific fields are editable:
- Task Status
- Priority
- Deadline (Internal & External)
- Description
- Tags
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:
- A task was created in error
- Duplicate entries exist
- The job is no longer required
Deletion should be used carefully to maintain workflow records.
Designed for Operational Efficiency
For accounting firms, structured task editing ensures:
- Up-to-date deadlines
- Clear priority adjustments
- Accurate task documentation
- Controlled modifications
- Maintained accountability
The Edit & Delete feature provides flexibility without compromising structure.
Edit and Delete Tasks for Accurate Accounting Workflows
Easily edit or delete tasks in Remindoo to keep your accounting workflows accurate, up to date, and clutter-free. Whether you need to update task details, change deadlines, or remove outdated items, this feature ensures your team always works with the most current information. It helps maintain data consistency, reduces confusion, and keeps your practice management system organised as your workload evolves.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Edit and Delete Tasks with Ease
Quickly update or remove tasks directly from the Smart Task Card to maintain accuracy, flexibility, and full control over your accounting workflows.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Quickly edit or remove tasks directly from the Smart Task Card to keep your accounting workflows accurate, flexible, and under complete control. Start using Remindoo to streamline task management and boost team efficiency.
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.”
