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.

At a glance

List and calendar views, one click apart
Start and due times, not just dates, laid out on a time grid
Subscribe from Google Calendar, Outlook or Apple Calendar
Query by status, assignee, due date, client, service or category
Recurring tasks generated automatically, on each client's own schedule
Task templates to spin up one-off jobs on demand
Bulk status changes and reassignment across a batch
Your own task categories, each with its own colour
Saved views for the queries you run every day
Focus Panel to work through tasks without leaving the page
Checklists on any task, when a full workflow is overkill
A complete history of every change, and who made it
Feeds straight into your dashboard

List & Calendar Views

Switch between list view and calendar view with a single click. The list view gives you a compact, sortable table of tasks. The calendar view lays your tasks out across a timeline so you can see how work is distributed.

In list view you can customise exactly which columns are shown - add the data points you care about, hide the ones you don't, and order them however you like, so the table shows precisely the information you need. Alongside the basics there are columns for the stage of the task's related service and the next step of its workflow, so the list can answer "where is this job up to?" at a glance. The client's manager and partner are columns too, and sortable ones - so a partner can pull the whole list into their own order without filtering it first.

And with that many columns to choose from, there's a full-width option too - let the list use the whole of your screen, so a wider monitor means more columns rather than a horizontal scrollbar.

The calendar supports daily, weekly, and monthly views - switch between them to zoom in on a busy day or zoom out for a broader picture. Drag and drop a task to a different date to reschedule its start date instantly. Whichever view you're in, all your filters and queries still apply, so you're always looking at exactly the tasks you care about.

Tasks carry a start and due time as well as a date, so the daily and weekly views lay them out on a time grid rather than stacking everything into one undifferentiated pile at the top of the day. A task you haven't given a time to sits at nine in the morning, which keeps the grid readable without asking you to fill in a time you don't care about.

And if the calendar you actually plan your day in is somewhere else, you can subscribe to your tasks from Google Calendar, Outlook or Apple Calendar, so they appear alongside your meetings without you copying anything across. It works the other way too: add your Google, Outlook or Apple calendar to Sodium and your meetings appear here on the task calendar, each calendar in its own colour and visible only to you.

In either view you can choose to show or hide workflow steps - expand them for a detailed breakdown of each task, or collapse them for a cleaner overview. You decide how much detail you see.

You can also update task status directly from the list or calendar without drilling down into the task - start, skip, block, complete, and more, all from the view you're already in.

Column chooser for the task list view showing available columns that can be added, hidden, and reordered

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.

Filter by the client's manager or partner as well - useful when the question is "what's outstanding across my clients?" rather than "what's assigned to me?" - and by client, service, workflow or workflow step type.

You choose which of those filters appear. Hide the ones your practice never uses and the bar stays short; a hidden filter still shows up if something has set it, so a saved view or a link from a report never filters you invisibly. It's your own choice, remembered for you, and nobody else's screen changes.

Found a query you'll use again? Save it as a view. See the Saved Views section below for more.

Bulk Actions

Select multiple tasks from the list and update them all at once. Set status, assign tasks to yourself or a colleague - whatever you need to do, you can do it across a batch of tasks in a single action.

It's especially useful at the start of the week or month when you're triaging work and need to quickly assign or reprioritise tasks across your team.

The same quick actions work for a single task too - click the icon at the end of any row to assign, update, or delete that task on the spot, without selecting it first or opening it up.

Bulk actions dropdown showing options to set status and assign 10 selected tasks

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.

If you import services from Sodium's built-in service library, recurring tasks and workflows are set up automatically - giving you a complete task structure out of the box with no manual configuration.

Recurring tasks can be scheduled relative to built-in key dates like year-end and accounts due, or any date-type custom field you've defined on your clients. If you track licence renewal dates, partnership anniversaries, or IR35 review deadlines as custom fields, you can schedule tasks around those dates too — with the same before, after, or on-the-day timing controls.

An Occurrences tab shows what a recurring pattern has created, what it will create next, and what has been deleted - on the recurring task itself and on every task it has produced. Delete an occurrence you don't need before it's created, and restore one you deleted by mistake.

Task Templates

Not all work follows a schedule. When a client asks for a change of address or a reference letter for a mortgage application, task templates let you spin up the whole job on demand - checklist, workflow, category, and assignment all pre-defined.

The Add Task button offers three choices: a one-off task, a task from a template, or a recurring task. Pick a template and the entire form is prefilled - and a ready-made library means common jobs like "Change of address" are set up before you've ever needed 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?"

Focus Panel

The Focus Panel is a slide-out side panel that lets you work through your tasks without leaving whatever page you're on. Complete workflow steps, add notes, and update progress - all while keeping your current context.

It's powered by saved views and is fully customisable - configure which tabs appear, what they show, and in what order. It's such a useful feature that it has its own feature page.

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

Saved Views

Once you've built a query that shows exactly the tasks you need, save it as a view so you can get back to it with one click. Saved views remember your filters, sort order, and display preferences. Each view can also have its own columns - customise which columns are shown for that view independently of your main list column settings. You can also give each view an optional icon and colour to make it easy to identify at a glance.

Saved views are reusable across Sodium:

Add them to the main navigation menu for quick access to your most important task lists
Use them to power Focus Panel tabs, so the side panel shows exactly the tasks you want
Use them in dashboard widgets to surface key task data on your home screen

Create a view once and use it wherever you need it - no duplication, no re-configuring the same filters in multiple places.

Checklists

Sometimes a full workflow is overkill. You just need a quick list of things to check off before a task is done. That's where checklists come in.

Add a checklist to any task - a handful of items you need to complete or verify. Check them off as you go, and see at a glance what's left. It's a lightweight way to add structure to a task without the overhead of a full workflow.

Want the best of both worlds? Checklists are also available on individual workflow steps, so you can have a detailed workflow for the overall process and a quick checklist within each step for the finer details.

Task History

Every task keeps a complete timeline of what happened and who did it - automatically. Status changes, reassignments between team members and teams, workflow steps starting and completing, even service stage changes triggered by the workflow - it's all recorded without anyone having to write anything down.

It's not just your team, either. When a client confirms their records are complete or approves a document through the client portal or an emailed link, the history shows exactly who confirmed and when. Handy when you need to answer "who signed this off?" - or show a client that they did.

Task history timeline showing a year end accounts task progressing over six days - team reassignments, workflow steps completed by different staff, a client confirming records, and the service stage set to Filed

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.