Tasks

Accountancy work runs on deadlines. Monthly bookkeeping, quarterly VAT, annual accounts - the cycle never stops. Sodium's task management helps you stay on top of everything without drowning in spreadsheets or sticky notes.

Tasks in Sodium are linked to clients and services, assigned to team members, and can follow workflows that break complex work into manageable steps.

Finding Tasks

With hundreds of tasks across your practice, finding the right ones matters. Sodium lets you query tasks by any combination of criteria - status, assignee, due date, client, service, category, and more.

Build the exact view you need: overdue tasks assigned to you, all VAT returns due this month, blocked tasks for a specific client. The query builder makes it simple to slice and dice your task list however you need.

Found a query you'll use again? Save it as a view. Saved views are listed for easy one-click access, and you can even add them to the main navigation menu so your most important lists are always just a click away.

The same query options power dashboard widgets too - create a widget showing exactly the tasks you care about, using the same filters you'd use in the task list.

Recurring Tasks

Most accountancy work follows a schedule. Rather than creating tasks manually every month, set up recurring tasks that generate automatically:

Monthly bookkeeping for clients on a bookkeeping service
Quarterly VAT returns for VAT-registered clients
Annual accounts preparation after year-end
Confirmation statement reminders

Link recurring tasks to services, and they'll automatically apply to any client taking that service. When a client accepts a proposal, the relevant recurring tasks are created for them.

Date Range Filtering

View tasks by any date range you need:

Today's tasks
This week
This month
Custom date range

Combined with status filters, you can quickly answer questions like "What's overdue?" or "What needs to be done by Friday?"

Workflow Steps

Tasks can optionally have workflows assigned to them, breaking complex work into a sequence of steps. When viewing your task list, you can choose whether to show these workflow steps inline.

Expand workflow steps for an at-a-glance view of exactly what's involved in each task and how far along it is. Or collapse them for a more compact list when you just need to see the tasks themselves.

Either way, you're in control of how much detail you see.

Task Categories

Define your own task categories to organise work however makes sense for your practice. You might use:

Accounts
Tax
VAT
Payroll
Company Secretarial
Advisory

Each category gets its own colour, making it easy to see at a glance what kind of task you're looking at - whether in the task list or on an individual task page.

You're in complete control - you define the list, order and colours. Don't want to use them? Delete all of them and Task Categories will be removed from all other screens, reducing any potential clutter.

Task category dropdown showing colour-coded categories including Accounts, Tax, VAT, Payroll, Advisory, and CoSec

Dashboard Integration

Tasks feed directly into your dashboard. Configure widgets to show:

Tasks due today
Overdue tasks
Tasks by status
Any combination of filters

Start every day knowing exactly what needs your attention.

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