Reassign Client Work in Seconds
Move a job to another colleague or team from inside the task itself, with the full history intact.
Reassigning in Remindoo moves one client task to a new owner. Open the task, choose Reassign Task from the action menu, pick the new team or person and save. The job keeps its comments, checklist, subtasks, timeline and recorded time, so nothing is rebuilt.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Reassign Task sits in the task action menu
- Move a job to an individual or to a whole team
- Comments, checklist, subtasks and timeline travel with the task
- No duplicate job is created during a handover
- Reassigning is for one task; bulk assign covers many at once
- The new owner sees the work on their list straight away
Who it's for
Practice owners
See where the firm's compliance work actually stands, without asking.
Practice managers
Plan the week from real workload rather than a sorted spreadsheet.
Team leads
Keep preparers and reviewers on the same job with the same checklist.
Bookkeepers
Work a clear list of client jobs with deadlines and steps already set.
Reassign tasks for accountants, bookkeepers and tax professionals
Staff go on leave, clients change hands, and a review sometimes needs a different pair of eyes. Reassigning a task in Remindoo moves the work and its full history — comments, subtasks, recorded time and deadlines — to the new owner without creating a duplicate job.
That matters during busy season, when a partner needs to rebalance a list in minutes rather than rebuild it. The receiving accountant or bookkeeper sees the whole context of what has already been done, so the client never notices the handover.
Reassignment is also the practical answer to staff turnover: when someone leaves, their list is redistributed in one sitting instead of being reconstructed from an inbox.
The problem
- Handovers lose context and work is repeated
- Absence leaves jobs stranded with nobody watching the deadline
- Rebalancing a busy-season list takes an afternoon
- Departing staff take undocumented work with them
What changes with Remindoo
- Work moves owner with its history intact
- Cover for holiday and sickness takes seconds to arrange
- Partners can rebalance workloads as capacity changes
- No duplicate jobs are created during a handover
Why it matters
Clean handovers
Holiday, sickness or a review: the job moves, the history stays.
No screen hopping
Reassign from the task you already have open.
Person or team
Move the job to a named colleague or to a whole team.
How to use reassign tasks in Remindoo
Find the task
Open the job that is changing hands.
Choose Reassign Task
Reassign Task sits in the task action menu.
Pick the new team or person
Choose who the work is moving to.
Save the handover
Save, and the new owner picks it up straight away.
Why it matters for UK accountancy practices
Handovers are unavoidable in a UK practice. Someone is on leave the week a VAT return under Making Tax Digital is due, a reviewer is needed on a set of year-end accounts before the Companies House filing, or a portfolio moves between managers mid-year.
What turns a handover into a problem is lost context. If the history lives in a personal inbox, the next accountant starts again — and the client is asked for records they already sent. Moving the task itself keeps the conversation, the checklist and the recorded time with the work.
The same applies when staff leave. A departing colleague's list can be redistributed from the system rather than reconstructed from their email, which is what keeps Self Assessment season on track when the team changes shape in December.
Remindoo vs spreadsheets and email
| What you need | Spreadsheets and email | Remindoo |
|---|---|---|
| Ownership | Implied by whoever last edited the row or replied to the email | A named person or team is assigned on the task and visible to everyone |
| Deadline visibility | One date column, usually the filing date, updated by hand | Internal and statutory deadlines tracked separately on every job |
| Audit trail | Scattered across inboxes and overwritten cells | Comments, checklist and timeline held on the task card |
| Recurring set-up | Rebuilt manually each period, and missed if someone is away | Make Recurring creates every period with a start date and ending rule |
| Time capture | Reconstructed from memory at the end of the week | Start and stop a timer on the task or subtask as the work happens |
| Handovers | Forwarded emails and a verbal briefing | Reassign Task moves the job with its full history intact |
Watch the interactive demo
Click through reassign tasks in a live product walkthrough.
Frequently asked questions
How do I hand a client job to another accountant?
Find the task, open the action menu and choose Reassign Task. Pick the new team or person and save. The handover is done in seconds, with no email chain and no duplicate job created alongside the original.
Does reassigning lose the task history?
No. The task keeps its comments, checklist, subtasks, timeline and recorded time, so the new owner picks up the work with full context. That is what makes cover for holiday or sickness practical rather than disruptive.
Can I reassign to a team rather than a person?
Yes. When you choose Reassign Task you can select a team or an individual, so a job can move to a whole pod — for example personal tax — instead of a single colleague.
Is reassigning the same as bulk assign?
No. Reassign moves one open task to a new owner from inside the task. Bulk assign selects many tasks in the list and gives them all an owner in one action, which suits portfolio moves and busy-season rebalancing.
What happens when a member of staff leaves?
Their open jobs can be reassigned individually from each task, or in a batch using bulk assign. Either way the work, its history and its deadlines stay in the system rather than leaving with an inbox.
Will the client notice a handover?
Not usually. Because the comments, checklist and recorded time travel with the task, the new owner can see what has already been said and done before contacting the client.
Who this is for
- Firms covering annual leave and sickness during busy season
- Practices reshuffling client portfolios between managers
- Teams onboarding new accountants onto existing client work
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Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users.
Related task features
Bulk Assign Tasks to Staff and Teams
Allocate a whole batch of jobs to one owner or team in a single save.
Subtasks and Checklists for Accounting Work
Split large jobs into subtasks with deadlines, estimates and checklists.
The Task Card: Comments, Checklists and Timeline
Comments, replies, checklists and a full audit timeline in one place.
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