Create Client Tasks with Deadlines and Owners
Raise a client job in seconds with the client, service, internal and statutory deadlines, owners and billable status already attached.
Task creation in Remindoo is how an accountancy practice raises a piece of client work. You create a quick or detailed task, link it to the client and service, set an internal and a statutory deadline, assign staff or teams and mark it billable — all in one form.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Quick Task captures the essentials; Detailed Task opens every field
- Tasks link to a client and a service, not just a board
- Internal and statutory deadlines are tracked separately
- Assign individual employees or whole teams at creation
- Mark a task billable so recorded time sits with the job
- Any task can be made recurring from the same form
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.
Task creation and setup for accountants, bookkeepers and tax professionals
Most accounting practices lose time before the work even starts. A client emails, a partner scribbles a note, a bookkeeper adds a line to a spreadsheet, and the job only becomes real when someone remembers it. Task creation in Remindoo removes that gap: every job is raised against a client and a service, with the owner, deadlines and billing status attached from the first click.
You can raise a Quick Task in seconds when work lands mid-call, or open the Detailed Task form when a job needs the full picture — status, priority, internal deadline, statutory deadline, assignees, description and tags. Both create the same record, so nothing has to be re-entered later and nothing sits in a personal to-do list where the rest of the firm cannot see it.
Because the internal and statutory deadlines are captured separately, your team always sees the buffer between the date you want the work finished and the date the filing is actually due. That single habit is what stops a busy week turning into a late filing.
The problem
- Jobs live in inboxes, notebooks and spreadsheets instead of one system
- Work is created without an owner, so it drifts until someone chases
- Filing dates and internal target dates are confused with each other
- Chargeable work is reconstructed from memory at month end
What changes with Remindoo
- Every job is raised against a client and a service in one form
- Owners see new work on their list the moment it is created
- Internal and statutory deadlines are tracked side by side
- Billable jobs collect time from the moment they exist
Why it matters
Set up a job in seconds
Quick Task captures the essentials so nothing waits for a free afternoon.
Two deadlines, one view
Internal and statutory dates sit side by side, so the buffer is always visible.
Billable from the start
Mark work billable at creation and recorded time flows straight to the fee.
How to use task creation and setup in Remindoo
Open the Tasks list
Start from the Tasks list and click Custom Task.
Create a Quick Task
Name it so it reads the same on the board, the client record and the timesheet.
Choose the task type
Choose Custom Task or Recurring Task from the toolbar.
Switch to Detailed Task
Switch to Detailed Task to unlock every field.
See the full form
The detailed form adds client, service, status, priority, deadlines, assignees, description and tags.
Link the client
Link the task to a client so it appears on the client record and in reporting.
Connect the service
Name the task and connect it to the relevant service.
Mark it billable
Mark it billable so recorded time flows to the fee.
Make it recurring
Optionally make it recurring with a start date and schedule.
Set the internal deadline
The internal deadline is when you want the work finished.
Set the statutory deadline
Remindoo tracks both dates, so the buffer stays visible.
Choose the owners
Select individual employees or whole teams.
Save the assignees
Save the assignees on the task.
Create the task
Create the task. It appears on the owner's workload immediately.
Why it matters for UK accountancy practices
A UK practice runs on dates it does not control. Self Assessment returns are due online by 31 January, VAT returns fall under Making Tax Digital on their own quarterly rhythm, payroll has to be reported to HMRC under RTI on or before each payday, and year-end accounts and confirmation statements have their own Companies House filing dates.
Raising every one of those jobs as a task with a client, a service and two dates is what turns that calendar into something a team can work from. The statutory deadline is fixed; the internal deadline is the firm's own target, and the gap between them is the only warning you get that a job is drifting.
With Making Tax Digital for Income Tax mandatory from 6 April 2026 for qualifying income over £50,000, and from April 2027 for income over £30,000, the volume of periodic client work rises sharply. Practices that already raise tasks properly absorb that; practices running on a spreadsheet tend not to.
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 create a client task in Remindoo?
Open the Tasks list, click Custom Task and name the job. A Quick Task captures the essentials in seconds. Switch to Detailed Task to add the client, service, status, priority, internal and statutory deadlines, assignees, description and tags before you save.
What is the difference between a Quick Task and a Detailed Task?
A Quick Task captures the name and the essentials so you can log work as it lands mid-call. A Detailed Task opens every field: client, service, status, priority, internal and statutory deadlines, assignees, description and tags. Both create the same record, so nothing is re-keyed later.
Can a task be linked to a client and a service?
Yes. Linking the task to a client and the relevant service means the job appears on the client record and in your service reporting, rather than sitting on a board with no context. It also keeps recorded time attached to the right piece of work.
Why does Remindoo track an internal and a statutory deadline?
The statutory date is the one you cannot miss, such as a Companies House filing date. The internal date is when you want the work finished. Tracking both makes the buffer visible, so a busy fortnight does not quietly turn into a late filing.
How do billable tasks work?
Mark the task billable when you create it. Time recorded against the job through the task timer then sits with the work it belongs to, so chargeable hours are captured as they happen instead of being reconstructed at month end.
Can I create a task that repeats every period?
Yes. Choose Recurring Task from the toolbar, or use Make Recurring on an existing task, then set the start date, how often it repeats and how the series ends. Each period is created for you with the same client, service and owners.
Who this is for
- Accounting firms replacing spreadsheets with practice management software
- Bookkeepers logging ad-hoc client work as it arrives
- Tax professionals raising return jobs for a whole client list
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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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