Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Workflow & task control
Bulk Task Management for Busy Season
Act on hundreds of tasks at once when busy season demands it.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
Bulk task actions
Reassign, snooze, archive or delete tasks in bulk.
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
Bulk task management is the ability to select and act on many tasks at once, such as reassigning them to a different team member, snoozing a deadline, archiving completed work or deleting duplicates, rather than opening and editing each task individually one at a time.
What is bulk task management and why does it matter for UK practices?
It is acting on groups of tasks together, which matters most during busy periods when hundreds of client jobs need the same change at once.
During January's self assessment rush, or a VAT quarter-end, a practice can easily have hundreds of live tasks. If a staff member is suddenly unavailable, reassigning their tasks one by one is a slow, error-prone way to respond to an urgent situation.
Bulk task management lets a manager select every affected task and act on all of them together, whether that is reassigning, changing a deadline, or archiving a batch of completed work.
Why does managing tasks one at a time cause problems?
Staff absence becomes a crisis
When a team member is off sick during busy season, reassigning dozens of individual tasks by hand takes time nobody has to spare.
Deadline changes are slow to apply
If a filing window shifts, updating every affected task individually delays the point at which the new deadline is actually reflected.
Completed work clutters active views
Without a quick way to archive finished tasks in bulk, active task lists become cluttered and harder to scan for what genuinely still needs attention.
Duplicate tasks accumulate
Manual processes sometimes create duplicate entries for the same job, and clearing these one by one is tedious enough that it often does not happen.
Managers avoid necessary changes
If making a change across many tasks is painful, managers sometimes avoid making a needed adjustment at all, leaving the practice working from an outdated plan.
What does the absence of bulk task management cost an accounting firm?
The cost is management time lost to repetitive individual edits during exactly the periods when that time is scarcest, and a slower response to genuine emergencies like unplanned staff absence.
During busy season, every hour spent manually editing individual tasks is an hour not spent on client work, and busy season is precisely when that time is least available.
A slow response to staff absence can mean deadlines slip simply because reassignment happened too late, not because the work itself was unmanageable.
How do you manage bulk tasks well? Step by step
- 1
Filter to the relevant group
Use filters to isolate exactly the tasks that need the same change, such as everything assigned to one person or due in one week.
- 2
Decide the bulk action needed
Determine whether the group needs reassigning, a deadline change, archiving or deletion, before making any changes.
- 3
Apply the change to the whole group
Act on all the selected tasks together, rather than repeating the same edit individually for each one.
- 4
Confirm the change was applied correctly
Spot-check a sample of the affected tasks after a bulk action to confirm the change took effect as intended.
- 5
Communicate the change to affected staff
Let the team know a bulk reassignment or deadline change has happened, so nobody is confused by tasks suddenly appearing or disappearing from their list.
- 6
Review regularly during busy periods
During peak season, check regularly for groups of tasks that might benefit from a bulk update, rather than waiting for a crisis to prompt it.
How does Remindoo help with bulk task management?
Remindoo's bulk task actions let you reassign, snooze, archive or delete tasks in bulk, which matters most exactly when a staff member is suddenly unavailable during a busy period. Strong task filters let you isolate the precise group affected, whether that is everything assigned to one person, everything due in the next week, or every task on a particular service, before applying a bulk change. Customisable task views mean the resulting workload is still presented clearly to whoever it lands on, rather than as an unstructured dump of new items. Detailed task creation ensures each task carries its priority and deadline even after a bulk reassignment, so nothing loses context in the process. This combination means a genuine staffing emergency during self assessment season or a VAT quarter-end can be resolved in minutes rather than the hours a manual, task-by-task edit would take. Try Remindoo free for 60 days and see how it copes with your next busy period.
Bulk task actions
Reassign, snooze, archive or delete tasks in bulk.
See featureStrong task filters
Filter by tags, deadline, assignee and status.
See featureCustomisable task views
Shape the task page around each role.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureEmployee task breakdown
Balance work before deadlines bunch up.
See featureSpreadsheets vs Remindoo: what changes?
| Area | Spreadsheets & email | With Remindoo |
|---|---|---|
| Reassigning an absent colleague's work | Edited one task at a time | Reassigned as a single bulk action |
| Deadline shifts | Updated task by task, slowly | Applied to every affected task at once |
| Completed work | Left cluttering active lists | Archived in bulk to keep views clean |
| Duplicate tasks | Removed individually, if at all | Cleared quickly as a group |
| Manager time during busy season | Lost to repetitive individual edits | Freed up for client-facing decisions |
| Response to staff absence | Slow, task-by-task scramble | Resolved in minutes with a bulk change |
See it with your own clients
A 30-minute walkthrough using your services and deadlines.
“Automation saves time and no follow-up is missed.”
Frequently asked questions
What bulk actions are available for tasks?
You can reassign, snooze, archive or delete tasks in bulk, applying the same change to a filtered group of tasks at once rather than editing each one individually.
Can I bulk-reassign tasks to more than one person?
Bulk reassignment typically moves a filtered group of tasks to a single new owner at a time, which covers the most common busy-season scenario of covering for one absent colleague.
Will a bulk change lose any task details?
No, priority, deadline and notes carry over with each task, so a bulk reassignment or deadline update does not strip out the context already attached to the work.
Is bulk task management only useful during busy season?
It is most visible during busy season, but it is also useful for routine housekeeping, such as archiving a batch of completed jobs at the end of a period.
Is there a free trial before my next busy season?
Yes, Remindoo offers a 60-day free trial with full functionality, giving you time to test bulk actions on real workload before your next peak period arrives.
Does bulk task management help with capacity planning too?
Yes, combined with employee task breakdown, bulk actions make it easier to rebalance workload across the team once you can see where capacity is stretched.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to best workflow management software for accountants.
Last updated: . General guidance, not regulatory advice. Check with your professional body.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
