Filter Tasks by Staff, Client Type and More
Combine conditions such as assignee and client type to show exactly the work you need right now.
Filters in Remindoo narrow the task list to the work you need. Choose a field such as Assignees, Billable, Client Name, Client Type, Creation Date or External Deadline, combine conditions with Add Condition, then click Save & Apply Filter to see only the matching tasks.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Fields include Assignees, Billable, Client Name and Client Type
- Date fields include Creation Date and External Deadline
- Add Condition stacks several filters together
- Save & Apply Filter applies the combination
- Active filters are shown as chips above the list
- Filtered selections feed straight into bulk actions
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.
Advanced filters for accountants, bookkeepers and tax professionals
A live task list in a working practice runs to hundreds of rows. Advanced filters cut it to the view you need right now: overdue work, one client, one service, one assignee, a single status, or any combination of those.
Most firms end up with three or four habitual views — today's deadlines, everything overdue, one manager's list, one service line — and use them as a daily routine rather than a search. That turns a long list into a short, honest agenda for the morning meeting.
Filters also drive bulk actions: narrow the list first, then assign, snooze or archive the whole selection in one step.
The problem
- The task list is too long to be useful
- Overdue work hides among jobs that are not due yet
- Managers cannot isolate one person's or one client's work
- Every review meeting starts with manual sorting
What changes with Remindoo
- Any slice of the workload is one or two clicks away
- Overdue and at-risk work surfaces immediately
- Daily stand-ups run from a saved, honest view
- Filtered selections feed straight into bulk actions
Why it matters
Only what matters
Cut a long list down to the work in front of you.
See a workload
Filter by assignee to review one person's week.
Stack the criteria
Add Condition combines filters, then Save & Apply Filter.
How to use advanced filters in Remindoo
Open filters
Open the filter panel from the task list.
Choose a field
Fields include Assignees, Billable, Client Name, Client Type, Creation Date and External Deadline.
Pick the assignee
Select the team member whose workload you want to see.
Add Condition
Stack a second condition on top of the first.
Choose Client Type
Narrow by the type of client.
Select D-SATR
Pick Self Assessment work.
Save & Apply Filter
Apply the combined conditions to the list.
Filtered results
Active filters are shown as chips above the list.
Why it matters for UK accountancy practices
A working UK practice list runs to hundreds of rows, and most of them are not urgent today. Filtering on External Deadline shows what is genuinely due; filtering on Client Type separates Self Assessment work from VAT work under Making Tax Digital or from payroll and RTI.
Most firms settle on three or four habitual views — today's deadlines, everything overdue, one manager's list, one service line — and run the morning meeting from them rather than from a sorted export.
Filters also make bulk work safe. Narrow first so the selection is exactly the batch you mean, then assign, snooze or change status across it in one action.
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 |
Frequently asked questions
How do I see one person's workload?
Open the filters, choose the Assignees field, pick the team member and click Save & Apply Filter. The list narrows to the work sitting with that person, and the active filter is shown as a chip above the results.
Which fields can I filter on?
Filters include Assignees, Billable, Client Name, Client Type, Creation Date and External Deadline, among others. Choose a field, set its value, then use Add Condition to stack further criteria before applying.
Can I combine more than one filter?
Yes. Use Add Condition to stack criteria — for example one assignee plus a client type such as Self Assessment — then click Save & Apply Filter. Only the tasks matching every condition remain in the list.
Do filters change what my colleagues see?
No. Filters shape your own view of the task list. Applying them does not alter the underlying tasks or anyone else's view, so you can slice the list freely during a review meeting.
How do filters help before a deadline?
Filter on External Deadline to see what is due in the period ahead, then narrow by assignee or client type to find where the pressure actually sits. Managers use the same views every morning as a standing agenda.
Can I act on a filtered list?
Yes. Narrow the list first, then select the results and use the bulk toolbar to create subtasks, assign users, snooze tasks or change status across the whole selection.
Who this is for
- Managers running daily or weekly workload reviews
- Accountants focusing on one client or service line
- Firms chasing overdue compliance work
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Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users.
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