The Task Card: Comments, Checklists and Timeline
One card per job, with subtasks, comments, checklist and timeline tabs, the timer and both deadlines.
The task card in Remindoo is the single screen for a client job. It shows both deadlines, the timer and the assignees, with Subtasks, Comments, Checklist and Timeline tabs, plus an action menu to reassign, snooze, archive, add subtasks, view the timeline or delete.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Four tabs: Subtasks, Comments, Checklist and Timeline
- Comments support @mentions, in-line replies and likes
- The card shows the timer and both deadlines
- Assign people or teams and save from the card
- The action menu covers reassign, snooze, archive and delete
- The timeline keeps a record of updates to the job
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.
The task card for accountants, bookkeepers and tax professionals
The task card is where a job actually gets done. It brings the client, service, deadlines, assignees, status, priority, subtasks, comments, attachments and recorded time onto one screen, so nobody has to open four systems to understand a piece of work.
For an accountant picking up a job they have not touched for a fortnight, that single view answers the only questions that matter: what is outstanding, what has been said to the client, how much time is already in it, and when it has to be filed.
Keeping the conversation on the task — rather than in a private inbox — also means the history survives staff changes, which is what makes a practice management system worth having.
The problem
- Context for a job is spread across email, chat and folders
- Nobody knows what was last said to the client
- Recorded time is disconnected from the work itself
- Picking up someone else's job means starting from scratch
What changes with Remindoo
- One screen holds everything about a job
- Client communication stays with the work
- Time, files and progress are always in context
- Anyone can take over a task without a briefing
Why it matters
The email thread ends
Questions and answers stay attached to the job.
A full timeline
Every update is on record, so reviews are easy.
Clear ownership
Assignments are made and saved on the card.
How to use the task card in Remindoo
Task summary and action menu
View Subtasks, Edit Task, Reassign, Archive, Snooze, Add Subtask, View Timeline and Delete.
The full card
Subtasks, Comments, Checklist and Timeline tabs, the timer and both deadlines.
Comment thread
Discuss the job in a thread with @mentions.
Like a comment
A quick Like keeps colleagues aligned without another reply.
Reply in-line
Replies stay attached to the comment they answer.
Checklist tab
Track each requirement on the job.
Assign from the card
Choose the people or teams responsible.
Save assignments
Save so everyone knows who is responsible.
Why it matters for UK accountancy practices
Most UK compliance jobs are not finished in one sitting. A Self Assessment return waits on a P60, a VAT return under Making Tax Digital waits on a bank statement, a set of year-end accounts waits on a director's answer before the Companies House filing date.
When the answer arrives by email, the context splits. The task card keeps it together: what was asked, what the client said, which requirements are ticked, how much time is already in the job and when it is actually due.
That record is also what survives staff changes. A practice that keeps its client conversations on the task rather than in personal inboxes can hand any job to anyone without a briefing — which is the practical test of whether practice management software is earning its place.
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 |
Frequently asked questions
What is on the Remindoo task card?
One card holds the job summary, both deadlines, the timer, the assignees and four tabs: Subtasks, Comments, Checklist and Timeline. The action menu adds View Subtasks, Edit Task, Reassign Task, Archive Task, Snooze Task, Add Subtask, View Timeline and Delete This Task.
Where do comments about a client job live?
In the Comments tab on the task card. Threads support @mentions, in-line replies and likes, so the discussion stays with the work instead of splitting across personal inboxes where nobody else can see it.
Is there an audit trail on a task?
Yes. The Timeline tab records updates to the job, so a reviewer or partner can see what happened and when. Editing the task details leaves that history in place rather than overwriting it.
Can I act on the task from the card?
Yes. The action menu lets you reassign, snooze, archive, add or view subtasks, view the timeline or delete the task, and you can assign people or teams and save without opening another screen.
Does the card show requirements and progress?
Yes. The Checklist tab tracks each requirement and the Subtasks tab shows every subtask with its own status and deadline, so progress is visible between started and finished.
Why keep conversations on the task instead of email?
Because the history survives staff changes. When someone picks up a job they have not touched for a fortnight, or takes over from a colleague, the card answers what is outstanding, what was said and how much time is already in it.
Who this is for
- Accountants juggling many concurrent client jobs
- Reviewers checking work before submission
- Firms moving client conversations out of personal inboxes
People also search for
- single view of client job
- task detail screen accounting software
- job notes and attachments
- client work history tracking
Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users.
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