Custom Columns and Task List Views
Show or hide columns by group, check or uncheck all in one click, and keep the list uncluttered.
Column visibility in Remindoo controls what the task list shows. Columns are grouped into Task Information, Assignment Details, Progress Tracking, Scheduling, Billing & Classification and Actions, and you can hide any of them, uncheck all to start clean or check all, then save.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Columns are grouped by Task Information and Assignment Details
- Further groups cover Progress Tracking and Scheduling
- Billing & Classification and Actions complete the groups
- Hide any column your team does not read
- Uncheck all to start clean, check all to restore
- Save the view so the list opens the same way next time
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.
Custom columns and views for accountants, bookkeepers and tax professionals
No two practices track the same fields. Custom columns and views let each firm decide what the task list shows — deadlines, partner, manager, status, estimated time, recorded time, priority — and in what order.
A partner reviewing risk wants statutory deadlines and status. A manager planning the week wants assignee and estimated time. A bookkeeper wants their own jobs and nothing else. The same underlying data serves all three without anyone exporting to a spreadsheet.
Switching between list and kanban views covers the other half of the problem: some work is best read as a schedule, some as a pipeline.
The problem
- The default view shows the wrong columns for your firm
- People export to spreadsheets to see what they need
- Partners and preparers need different information
- Pipeline-style work is forced into a flat list
What changes with Remindoo
- Each role reads the list in the format that suits them
- Column choices persist so the view is ready each morning
- List and kanban views cover schedule and pipeline work
- Exports to spreadsheets stop being necessary
Why it matters
Your view, your way
Keep the columns that matter and hide the rest.
Grouped by type
Columns are grouped so the right ones are easy to find.
Reset in one click
Uncheck all to start clean, or check all to restore.
How to use custom columns and views in Remindoo
Open column visibility
Column visibility controls what the list shows.
Columns grouped by type
Task Information, Assignment Details, Progress Tracking, Scheduling, Billing & Classification and Actions.
Hide a column
Switch off anything the team does not need.
Column dropdown options
Every available column in one dropdown.
Uncheck all
Clear the list and start from nothing.
Check all, then Save
Restore every column and save the view.
Why it matters for UK accountancy practices
No two UK practices watch the same fields. A partner reviewing filing risk before a Companies House deadline wants scheduling and progress columns. A manager planning the week wants assignment and estimates. A bookkeeper working through VAT returns under Making Tax Digital wants their own jobs and little else.
When the default view shows the wrong things, people export to a spreadsheet — and the moment that happens the spreadsheet becomes the real system and the data goes stale.
Setting columns once per role keeps everyone reading the same live list. It is a small piece of housekeeping that decides whether the task list is trusted during Self Assessment season or quietly abandoned.
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
How do I change which columns the task list shows?
Open column visibility from the task list, find the column in its group and switch it on or off. Use Uncheck all to start from a clean list or Check all to restore everything, then save the view.
How are the columns grouped?
Into Task Information, Assignment Details, Progress Tracking, Scheduling, Billing & Classification and Actions. The grouping means you can find the field you want without reading a long alphabetical list.
Why hide columns at all?
Different roles need different information. A partner watching deadline risk wants scheduling and progress; a bookkeeper wants their own jobs and little else. Hiding the rest makes the list readable and stops people exporting to spreadsheets.
Can I start from a clean list?
Yes. Uncheck all clears every column in one click, so you can switch on only the handful your team actually reads, then save. Check all puts everything back just as quickly.
Do column choices stay after I log out?
Save the view once it looks right and the task list opens in that shape next time, so nobody has to rebuild their layout each morning.
Should I use columns or filters?
Columns decide what information each row shows; filters decide which rows appear. Most practices set their columns once, then use filters day to day to move between deadline, client and assignee views.
Who this is for
- Partners monitoring deadline risk across the firm
- Managers planning the week by estimated time
- Teams that prefer a kanban board to a list
People also search for
- customisable task list
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- choose columns practice management
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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.
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