Bulk Actions, Archive and Delete
Select several tasks or the whole list to create subtasks, assign, snooze, change status, archive or delete.
Bulk actions in Remindoo let you act on many tasks at once. Select several tasks or tick the top box for the whole list, then create a subtask, assign users, snooze tasks or change status. Selected tasks can be archived and restored later, or deleted.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Tick the top box to select the whole list
- Bulk toolbar actions: Create subtask, Assign users, Snooze tasks, Change Status
- Selected tasks can be archived in one action
- Archived work sits under the Archived filter and can be restored
- Delete This Task is available from the task card
- Filter first so the selection is exactly the batch you mean
Who it's for
Practice owners
See where the firm's compliance work actually stands, without asking.
Practice managers
Plan the week from real workload rather than a sorted spreadsheet.
Team leads
Keep preparers and reviewers on the same job with the same checklist.
Bookkeepers
Work a clear list of client jobs with deadlines and steps already set.
Bulk actions and archive for accountants, bookkeepers and tax professionals
Finished work should leave the active list, and repetitive changes should not be made one row at a time. Bulk actions let you select many tasks — or the whole filtered list — and archive, assign, update or remove them together.
Archiving is the part most firms underuse. Completed jobs stay searchable for reference and audit, but they stop cluttering the view your team works from every day. A clean list is a list people actually trust.
Combined with filters, bulk actions turn end-of-period tidy-ups from an afternoon of clicking into a two-minute routine.
The problem
- Completed jobs clutter the working list
- Repetitive updates are made one task at a time
- End-of-period clean-ups take hours
- Deleting is the only tidy-up option, so history is lost
What changes with Remindoo
- Whole selections are archived or updated at once
- Completed work stays searchable without cluttering the list
- Period-end tidy-ups take minutes
- The active list reflects only live work
Why it matters
Whole-list actions
Tick the top box and act on everything at once.
Archive, never lose
Archived tasks can be restored at any time.
Tidy in minutes
Close out a filing period without opening each job.
How to use bulk actions and archive in Remindoo
Select all tasks
Tick the top box to select the whole list.
Create subtask
Add a subtask across the selected tasks.
Assign users
Give the whole selection an owner or team.
Snooze tasks
Park everything that cannot be actioned yet.
Change Status
Update the progress status for every selected task.
Select tasks to archive
Choose the completed work you want out of the way.
Confirm archive
Archived items can be restored later.
Archived filter
Everything archived stays available under its own filter.
Delete This Task
Delete This Task is available from the task card.
Why it matters for UK accountancy practices
A UK compliance year comes in waves: Self Assessment to 31 January, quarterly VAT under Making Tax Digital, monthly payroll and RTI, then year-end accounts and confirmation statements on each client's own anniversary. Each wave leaves a tail of finished work behind it.
Archiving that tail matters more than it sounds. Completed jobs stay retrievable under the Archived filter for reference, while the active list shrinks back to work that is genuinely live — and a list people trust is one they keep using in February.
The rest of the toolbar handles the repetitive edits that otherwise eat an afternoon: assigning a season's batch, snoozing everything waiting on the same client, or moving a set of returns to the next status after a review.
Remindoo vs spreadsheets and email
| What you need | Spreadsheets and email | Remindoo |
|---|---|---|
| Ownership | Implied by whoever last edited the row or replied to the email | A named person or team is assigned on the task and visible to everyone |
| Deadline visibility | One date column, usually the filing date, updated by hand | Internal and statutory deadlines tracked separately on every job |
| Audit trail | Scattered across inboxes and overwritten cells | Comments, checklist and timeline held on the task card |
| Recurring set-up | Rebuilt manually each period, and missed if someone is away | Make Recurring creates every period with a start date and ending rule |
| Time capture | Reconstructed from memory at the end of the week | Start and stop a timer on the task or subtask as the work happens |
| Handovers | Forwarded emails and a verbal briefing | Reassign Task moves the job with its full history intact |
Watch the interactive demo
Click through bulk actions and archive in a live product walkthrough.
Frequently asked questions
What can I do to several tasks at once?
The bulk toolbar covers Create subtask, Assign users, Snooze tasks and Change Status. Selected tasks can also be archived, and Delete This Task is available from the task card when a job should not exist at all.
How do I select every task in the list?
Tick the top box in the task list to select everything currently shown, then choose the action. Filtering the list first is the usual approach, so the selection is exactly the batch you intend to change.
Does archiving delete a task?
No. Archived tasks move out of the active list into the Archived filter and can be restored at any time, so completed compliance work stays available for reference without cluttering the view your team works from.
Can archived work be recovered?
Yes. Open the Archived filter to find the task and restore it. That is the difference between archiving and deleting: archiving is tidying, deleting removes the record.
When should I delete rather than archive?
Delete only when the task should never have existed — a duplicate, or a job raised against the wrong client. Anything that was genuinely worked on should be archived so the history survives.
How do bulk actions help at period end?
Filter to the completed work for the period, select it and archive the batch. A clean active list is one people trust, which makes the remaining overdue and due-soon counts worth reading.
Who this is for
- Firms closing out a filing season
- Managers keeping the live list clean and trusted
- Practices archiving completed compliance work for reference
People also search for
- archive completed tasks
- bulk edit accounting jobs
- clean up task list
- select all tasks and update
Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users.
Related task features
Create Client Tasks with Deadlines and Owners
Set up quick, detailed and recurring jobs with every compliance field in one form.
Recurring Tasks for Accountancy Practices
Put payroll, quarterly and annual compliance cycles on autopilot.
Assign Work to Staff and Teams
Give work to a whole team or a named individual in one selection.
Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.