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  • Features

    Quick Task Creation

    Create tasks instantly with minimal input, keeping your workflow fast and efficient.

    Detailed Task Creation

    Add priorities, assignees, and deadlines to build fully detailed and structured tasks.

    Recurring Task

    Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.

    Global Search

    Quickly locate any task, client, or deadline across the entire system.

    Customise Task Page View

    Adjust layouts and views to fit personal preferences or team workflows.

    Strong Filters

    Narrow results by tags, deadlines, assignees, or status to stay organised.

    Task Card

    See all essential task information at a glance in card format.

    Task Details View

    Expand tasks for complete information, attachments, subtasks, and notes in one place.

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    Client Journey

    Track full client lifecycle from onboarding to ongoing services.

    Client Onboarding

    Simplify client setup with structured steps and automation.

    Companies House Sync

    Automatically fetch company details and filing deadlines.

    Manual AML

    Record and store Anti-Money Laundering checks manually.

    Centralised Client Information

    Store all client info, services, documents, and notes in one profile.

    Client Card

    Quickly view essential client info without opening full profile.

    Client Timeline

    View chronological history of tasks, services, and communications.

    Client Notes

    Add and update notes to capture important client details.

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    Total Clients

    Active, inactive, archived, and new onboarded this month.

    Client Movements

    Clients onboarded vs clients left, with summary and dates.

    Task Summary

    Pending, overdue, due soon (30 days), due in 3 months, due in 6 months, and on hold.

    Service Breakdown

    Number of tasks and deadlines by service (Accounts, VAT, Payroll, SATR, etc.).

    Upcoming Deadlines

    Nearest internal and external deadlines for quick action.

    Overdue Deadlines

    Critical overdue tasks needing immediate attention.

    Workload Summary

    Total hours available vs assigned hours vs remaining hours.

    Team Performance

    Time logged daily, weekly, monthly by each user.

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    Unlimited Services & Workflows

    Create unlimited internal and external services with flexible workflows tailored to your firm.

    Service Name

    Define the name of the service for easy identification and organisation.

    Service Type (Internal / External)

    Categorise the service as internal workflow or client-facing activity.

    Status (Active / Inactive)

    Control whether a service is available for use or disabled.

    Estimated Time (Hours / Minutes)

    Set the standard completion time to help with workload planning.

    Frequency Options

    Choose recurrence like daily, weekly, fortnightly, monthly, quarterly, or yearly.

    Trigger Date

    Link a trigger date to custom fields for automated scheduling and reminders.

    Add Custom Fields

    Add extra data points like Year End Date or VAT Quarter End.

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    Create Team & Select Team Lead

    Build teams, assign leaders, and view them in groups.

    Add / Invite New Users

    Invite unlimited users to the system with simple onboarding.

    Create Email Templates

    Build unlimited reusable email templates for tasks, reminders, and client communication.

    Setup Employee Roles & Permissions

    Define user roles and control access with detailed permission settings.

    Confirmation Statement Checklist

    Prepare and submit your company’s annual confirmation statement to Companies House, ensuring all shareholder and company information remains accurate and compliant.

    Send Emails from Your Domain

    Connect your domain to send branded, professional emails directly.

    Create Tokens

    Generate dynamic tokens for tasks and emails to personalise communication automatically.

    See Notifications

    Receive real-time system notifications and mark them as read when actioned.

    Create Your Own Profile

    Personalise your profile with details, profile picture, and preferences.

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    Create a Form

    Build forms, embed them on your website, and capture leads directly into the CRM.

    Lead Management

    Track, organise, and manage leads through the complete sales cycle.

    Lead Notes

    Add notes to record conversations, updates, and client requirements.

    Lead Tasks

    Assign and track tasks related to specific leads for better follow-ups.

    Lead Status

    Manage lead progress using custom statuses reflecting each sales stage.

    Lead Pipeline

    Visualise leads in a pipeline view to track conversions clearly.

    Lead Source

    Track where each lead originated from for better reporting and insights.

    Unlimited Leads

    Add and manage unlimited leads without any system restrictions.

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    Create Templates

    Build reusable proposal templates to save time and maintain consistency.

    Create Products & Services

    Add products or services into a catalogue for faster proposal creation.

    Add in Categories

    Organise services into categories for quick and structured selection.

    Send LOE via Email

    Collect secure electronic signatures to approve proposals faster.

    Convert to Client

    Convert accepted proposals into active client records instantly.

    Get E-Signature

    Collect secure electronic signatures to approve proposals faster.

    Global Search

    Quickly find any proposal or document using system-wide search.

    Strong Filter

    Filter proposals by status, assignee, category, or date range.

    View All Features

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    How to Guides

    Clear, actionable guides showing you how to complete tasks efficiently.

    Getting Started

    Everything you need to begin—simple steps, basics, and setup instructions.

    Troubleshooting & Errors

    Quick solutions to common issues, errors, and problems you may encounter.

    Year End Accounts & CT600 Checklist

    Ensure your company’s year-end accounts and CT600 corporation tax return are accurately prepared, reviewed, and submitted on time to HMRC.

    Confirmation Statement Checklist

    Prepare and submit your company’s annual confirmation statement to Companies House, ensuring all shareholder and company information remains accurate and compliant.

    Bookkeeping Checklist

    Maintain up-to-date records of all income, expenses, and financial transactions, ensuring accuracy for management accounts, VAT, and year-end reporting.

    Management Accounts Checklist

    Prepare monthly or quarterly management accounts to monitor cash flow, track financial performance, and support informed business decisions effectively.

    Payroll Processing Checklist

    Process all employee payrolls accurately, calculate deductions, pensions, and PAYE, and ensure timely submissions to HMRC for compliance purposes.

    CIS Monthly Filing Checklist

    Calculate and submit Construction Industry Scheme (CIS) monthly returns to HMRC, verifying subcontractor deductions and payments are correctly reported.

    View All Checklist

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How to Guides

  • How to Locate a Client Using Global Search
  • How to Create a Quick Task
  • How to Create a Detailed Task
  • How to Create a Recurring Task in Remindoo
  • How to Customise Your Task Sheet View in Remindoo
  • How to Use Filters Effectively to Find Your Data in Remindoo (Step-by-Step Guide)
  • How to Manage Tasks Using the Task Card View in Remindoo
  • How to Manage Tasks and Subtasks Efficiently in Remindoo for Better Collaboration
  • How to Make Bulk Changes to Tasks in Remindoo Efficiently
  • How to Bulk Manage Client Statuses in Remindoo: Delete, Archive and Freeze
  • How to View and Manage Client Information Efficiently in Remindoo
  • How to Add a Client in Remindoo Using Companies House – Step-by-Step Guide
  • How to Customise Your Client View in Remindoo – Step-by-Step Guide
  • How to Send Bulk Emails to Clients for Your Monthly Newsletter
  • How to Understand Client Management Metrics for Better Task Allocation
  • How to Use Filters in the Client’s Tab to Manage Tax Liabilities in Remindoo
  • How to Manually Add a Client in Remindoo: Step-by-Step Guide
  • How to Create and Manage Teams in Remindoo Step by Step
  • How to Add a New User in Remindoo Step by Step
  • How to Add Subtasks in Remindoo for Better Task Management
  • How to Sort Clients by Type and AML Risk Factor in Remindoo
  • How to Use Filters in the Remindoo Client Tab for Better Organisation
  • How to Use Strong Task Filters in Remindoo to Find Tasks by Tags, Deadlines, and Assignees
  • How to Comment and Tag Colleagues in Tasks for Better Team Collaboration
  • How to Use the Task Timer in Remindoo to Track Work and Subtasks Efficiently
  • How to Archive Tasks in Remindoo for Better Task Management
  • How to Use the Checklist Feature in Remindoo for Better Task Management
  • How to Assign and Reassign Tasks in Remindoo
  • How to Bulk Reassign Tasks in Remindoo
  • How to Snooze Accounting Tasks for Better Workflow Management
  • How to Bulk Snooze Multiple Tasks in Remindoo
  • How to Manage Internal and External Deadlines in Remindoo

Client Management

  • How to Locate a Client Using Global Search
  • How to Bulk Manage Client Statuses in Remindoo: Delete, Archive and Freeze
  • How to View and Manage Client Information Efficiently in Remindoo
  • How to Add a Client in Remindoo Using Companies House – Step-by-Step Guide
  • How to Customise Your Client View in Remindoo – Step-by-Step Guide
  • How to Send Bulk Emails to Clients for Your Monthly Newsletter
  • How to Understand Client Management Metrics for Better Task Allocation
  • How to Use Filters in the Client’s Tab to Manage Tax Liabilities in Remindoo
  • How to Manually Add a Client in Remindoo: Step-by-Step Guide
  • How to Sort Clients by Type and AML Risk Factor in Remindoo
  • How to Use Filters in the Remindoo Client Tab for Better Organisation
  • How to Use Strong Task Filters in Remindoo to Find Tasks by Tags, Deadlines, and Assignees
  • How to Manage Internal and External Deadlines in Remindoo

Services & Workflow Automation

  • How to Add a New User in Remindoo Step by Step

Task Management

  • How to Create a Quick Task
  • How to Create a Detailed Task
  • How to Create a Recurring Task in Remindoo
  • How to Customise Your Task Sheet View in Remindoo
  • How to Use Filters Effectively to Find Your Data in Remindoo (Step-by-Step Guide)
  • How to Manage Tasks Using the Task Card View in Remindoo
  • How to Manage Tasks and Subtasks Efficiently in Remindoo for Better Collaboration
  • How to Make Bulk Changes to Tasks in Remindoo Efficiently
  • How to Create and Manage Teams in Remindoo Step by Step
  • How to Add Subtasks in Remindoo for Better Task Management
  • How to Comment and Tag Colleagues in Tasks for Better Team Collaboration
  • How to Use the Task Timer in Remindoo to Track Work and Subtasks Efficiently
  • How to Archive Tasks in Remindoo for Better Task Management
  • How to Use the Checklist Feature in Remindoo for Better Task Management
  • How to Assign and Reassign Tasks in Remindoo
  • How to Bulk Reassign Tasks in Remindoo
  • How to Snooze Accounting Tasks for Better Workflow Management
  • How to Bulk Snooze Multiple Tasks in Remindoo
View Categories
  • Home
  • Knowledge Base
  • How to Guides
  • How to Make Bulk Changes to Tasks in Remindoo Efficiently

How to Make Bulk Changes to Tasks in Remindoo Efficiently

 

Explains Key Steps for Making Bulk Changes to Tasks Effectively in Remindoo

1. Select All Tasks 0:02

generated-image-at-00:00:02

  • Click to select all the tasks.
  • A menu will pop up after selection.

2. Create Bulk Sub-Tasks 0:15

generated-image-at-00:00:15

  • Enter the name for the sub-task (e.g., ‘daily checks’).
  • Set the deadline (e.g., ‘today’) and estimated time (e.g., ’45 minutes’).
  • Click ‘save’ to create sub-tasks for all selected tasks.

3. Reassign Tasks in Bulk 1:09

generated-image-at-00:01:09

  • Choose a new team or person to assign the tasks to (e.g., ‘team 2’).
  • Click to bulk assign all selected tasks to the chosen team.

4. Snooze Tasks 1:22

generated-image-at-00:01:22

  • Select the tasks you want to snooze.
  • Set the snooze duration (e.g., ‘until tomorrow’).
  • Click ‘snooze’ to temporarily remove them from the task list.

5. Archive Tasks 1:32

generated-image-at-00:01:32

  • Click on ‘archive’ to move selected tasks to the archive folder.
  • Confirm the action by clicking ‘archive’ again.

6. Delete Tasks 1:41

generated-image-at-00:01:41

  • Click on ‘delete’ for the selected tasks.
  • Type ‘delete’ to confirm the action.
  • Click ‘delete’ again to permanently remove the tasks.
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Updated on January 27, 2026
How to Manage Tasks and Subtasks Efficiently in Remindoo for Better CollaborationHow to Bulk Manage Client Statuses in Remindoo: Delete, Archive and Freeze
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