Custom Tasks & Reminders

SingleFile automatically tracks the compliance deadlines we generate — annual reports, registered agent renewals, standard filings. Custom Tasks & Reminders lets you add everything else. Create your own tasks and reminders for any entity, on any cadence, and manage all your compliance work in one place.

What's included

Tasks for specific entities

Create a one-time or recurring reminder for any entity you choose. Set the name, due date, recurrence cadence, and notification timing. Best for one-off filings, contract renewals, and deadlines unique to a specific entity.

Rules that scale with your portfolio

Define a task by entity type and jurisdiction and it auto-enrolls every matching entity — including ones you add in the future. Create the rule once and it grows with your portfolio, with no manual upkeep required.

Unified compliance calendar

Custom tasks appear alongside your existing SingleFile-generated compliance tasks in both calendar and list views. No more switching between tools or wondering what's tracked in the platform and what's managed somewhere else.

Flexible notification settings

Notifications go to the entity's primary contact on your defined cadence — up to three reminders in advance of the due date. If you created the task, you can opt yourself in as well, so nothing falls through the gap between who owns the entity and who's watching the deadline.

Notes and context on every task

Add notes and descriptions to any task so the right context travels with the reminder — useful for vendor instructions, filing references, or handoff notes for your team.

FAQs

Frequently asked questions

How is a Task different from a Rule?

A Task is created for one or more specific entities you choose by name — best for one-off or entity-specific deadlines. A Rule is defined by entity type and jurisdiction and automatically applies to every matching entity, including ones added in the future. Use Tasks for precision, Rules for scale.

Do custom tasks appear alongside my existing SingleFile compliance calendar?

Yes. Custom tasks are integrated into both the calendar and to-do list views alongside your standard SingleFile-generated tasks, so everything is visible in one place.

Who receives notifications for a custom task?

Notifications go to the entity's primary contact on the cadence you define. The task creator can also opt in to receive the same notifications — useful when you're tracking something but aren't the primary contact on the entity.

Can I set a recurring task?

Yes. Tasks support flexible recurrence — daily, weekly, monthly, annually, or custom intervals. You can also set the recurrence to end after a specific number of occurrences or on a defined end date.

Is Custom Tasks & Reminders available on all plans?

Reach out to your SingleFile representative to confirm availability on your current plan, or contact us at info@singlefile.ai.

Ready to get started?

Join hundreds of companies that trust SingleFile for custom tasks & reminders.

Contact Sales