Subtasks (add, view, bulk add)
Break a large job into the individual steps that actually get done, and add them in bulk from a template.
Module
Task Management
Plan
Core & Growth
Status
Live
In this module
Feature 3 of 15
About this page
This page explains what Subtasks (add, view, bulk add) does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Break a large job into the individual steps that actually get done, and add them in bulk from a template. It is one of 82 features across the platform, and it shares the same client record as task management, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What Subtasks (add, view, bulk add) does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Subtasks (add, view, bulk add) on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.
Run it day to day
Your team works in task management as normal. Subtasks (add, view, bulk add) keeps the detail attached to the right client and job, and updates everyone automatically when something changes.
See the whole picture
Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.
Why practices use it
Less admin
Stop rebuilding the same job in spreadsheets. Subtasks (add, view, bulk add) removes the manual steps your team repeats every week.
Nothing slips
Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.
One source of truth
Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.
Plan availability
Subtasks (add, view, bulk add) is included on every plan, starting with Core.
From $71.12/mo at 75 clients, excl. tax
Plans & pricing
Get Subtasks (add, view, bulk add) from $71.12/mo
Priced per client with unlimited users. 60-day free trial.
USD · excludes sales tax
Core
RecommendedStandard plan with all essentials included.
$71.12/mo
75 clients · excl. sales tax · $0.95 per client
Subtasks (add, view, bulk add) included
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Growth
Everything in Core, plus advanced analytics and dedicated support.
$82.55/mo
75 clients · excl. sales tax · $1.10 per client
Subtasks (add, view, bulk add) included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, MFA & bulk comms
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
The rest of Task Management
Every job in the practice — created, assigned, tracked and closed in one place.
Quick & detailed task creation
Raise a task in two clicks, or open the full form when a job needs service, client, budget and deadline detail.
Recurring tasks
Set a job once and let Remindoo raise it again on the right cycle — weekly bookkeeping, quarterly sales tax, annual accounts.
Task checklists
Standardize how a job is done so quality does not depend on who picks it up.
Task card & detail views
A compact card for scanning workload, and a detail view with everything about the job.
Task timeline
A chronological record of every change on a task — useful for reviews, disputes and handovers.
Comments & threaded discussions
Keep the conversation about a job on the job, not scattered across email and chat.
Tag colleagues
Pull the right person in instantly with an @mention.
Time recording on tasks
Start a timer or log time manually so recovery and capacity are based on real numbers.
Internal & external deadlines
Work to your own date, not IRS's, and still see the statutory one.
Snooze tasks
Waiting on records? Move the task out of the way without losing it.
Bulk actions (reassign, snooze, delete, archive)
Change hundreds of tasks in one move — perfect for staff changes and season resets.
View completed & archived tasks
Nothing disappears — closed work stays searchable for review and billing.
Advanced filters
Slice workload by whatever matters right now and save the view.
AI task summary
A plain-English summary of a long task so anyone can pick it up in seconds.
Frequently asked questions
What is Subtasks (add, view, bulk add) in Remindoo?
Subtasks (add, view, bulk add) sits inside the Task Management module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.
Which plan includes Subtasks (add, view, bulk add)?
Subtasks (add, view, bulk add) is included on every Remindoo plan, starting with Core — there is no add-on cost.
How long does it take to set up Subtasks (add, view, bulk add)?
Most practices have Subtasks (add, view, bulk add) running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.
Can I try Subtasks (add, view, bulk add) before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Subtasks (add, view, bulk add) against your real client list before committing.
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