Tasks
Create a Client Task from a Service
Detailed Task links the job to a client and one of their services, so time budgets and workflow stages come with it.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Most of a practice's fee income comes from repeatable services: year end accounts and CT600, Self Assessment, VAT returns and payroll. Detailed Task links each job to a client and one of that client's services, so the job inherits the structure you have already defined. In the example, Kestrel Logistics Ltd is linked to Accounts - Year End + CT600 and Remindoo fills in an estimated time of 8 hours. It also lists the service's subtasks: Phase 1 Chasing Information, Phase 2 Assess Info Received, Phase 3 Accounts Preparation, Phase 4 Internal Review & QA, Phase 5 Clients Review and Before & After Completing Accounts. Tick the phases this job needs. Every year end then follows the same route from information request through preparation, internal quality review and client approval, which keeps quality consistent and makes capacity planning realistic because each job carries a time budget. Set the task status, priority, billable flag and deadlines, or make it recurring. Then assign the work: pick a whole team such as VAT Team, Personal Tax or Accounts and every member is added, or switch to Employees to choose individuals.
Client, service and subtasks
Choose the client and service (here Accounts - Year End + CT600). Remindoo fills in the estimated time (8 hours) and lists the service's subtasks: Phase 1 Chasing Information, Phase 2 Assess Info Received, Phase 3 Accounts Preparation, Phase 4 Internal Review & QA, Phase 5 Client Review and Before & After Completing Accounts.
What you can see
- Select Client: Kestrel Logistics Ltd.
- Select or Create Task Name: Year-end accounts prep FY26.
- Select Service to Link: Accounts - Year End + CT600.
- Estimated Time pre-filled at 8 hours.
- "Select subtasks for this task" with six ticked phases, from Chasing Information to Before & After Completing Accounts.
Why it matters: Every year end follows the same agreed workflow and time budget without anyone rebuilding it by hand.
Assign a team or individuals
Pick teams such as VAT Team, Personal Tax or Accounts and every member is added, or switch to Employees to pick people.
What you can see
- Select Task Assignees dialog with a search box for employees or teams.
- Selected Assignee area showing who has been added.
- Teams and Employees tabs.
- Teams such as VAT Team, Off shore team, BDM, HR, Personal Tax and Accounts, with member counts.
- Cancel and Save Assignees buttons.
Why it matters: Assigning a whole team at once suits pods and offshore teams that share the workload.
Frequently asked questions
Can tasks be created automatically from services?
Yes. When you link a task to a service such as Accounts - Year End + CT600, Remindoo pulls in the estimated time and the service's subtasks (for example Chasing Information, Accounts Preparation, Internal Review & QA and Client Review).
What happens when I link a task to a service?
Remindoo fills in the service's estimated time and lists its subtasks, such as Chasing Information, Accounts Preparation, Internal Review & QA and Clients Review, so you can choose which to include.
Can I assign a task to a whole team?
Yes. Choose a team on the Teams tab to add its members, or use the Employees tab to pick individuals.
Continue the Tasks guide
See task management in Remindoo
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Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
