How to manage team capacity planning with Remindoo in Remindoo

Discover how to optimise workload distribution, monitor team utilisation rates, and export capacity reports instantly with Remindoo's intuitive workforce management tools. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Discover how to optimise workload distribution
Monitor team utilisation rates
Export capacity reports instantly with Remindoo's intuitive workforce management tools

Why does it matter for your practice?

Knowing where time goes helps you price services properly and spot over-stretched team members early. It supports better planning before busy periods.

Step-by-step

Open the relevant area in Remindoo.
Discover how to optimise workload distribution.
Monitor team utilisation rates.
Export capacity reports instantly with Remindoo's intuitive workforce management tools.
Save your changes and check the result with your team.

Want to see this with your own clients?

Book a Demo Start free trial

Frequently asked questions

What does this Remindoo walkthrough cover?

Discover how to optimise workload distribution, monitor team utilisation rates, and export capacity reports instantly with Remindoo's intuitive workforce management tools.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about time recording and capacity planning in Remindoo, or browse all Time & Capacity help articles.

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Why knowing what each employee is working on matters

In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.

Clear ownership

Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.

Balanced workload

Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.

Cover for absence

When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.

Controlled access

Roles and permissions keep sensitive client and AML data visible only to people who need it.

Practical tips from UK practice

Group people into teams around services or client portfolios, and name a Team Lead for each.
Review the employee task breakdown weekly, not only when a deadline is missed.
Give new starters a limited role first, then widen access as they are trained.
Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.

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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.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd