Video
Selecting Projects
Before using bulk actions, filter your project list down to the group you want to update. For example, you might filter by engagement type (such as 1040 clients) and then narrow further by status. Once your filtered list is showing, select all relevant projects.
For more details on filtering, check out our article on Filtering and Sorting Projects.
Available Bulk Actions
With your projects selected, open the Actions menu to access the following options:
- Change Project Tags - Add or remove Tags to the selected Projects.
- Change Project Owner – Reassign selected Projects to a different team member.
- Change Project Status – Update the Status of all selected Projects at once.
- Add Project Watcher - Add a Watcher to selected Projects to receive notifications.
- Schedule an Email – Schedule an Email in Bulk to selected Projects/Clients.
- Add Task to Each Project – Add a new Task to all selected Projects simultaneously.
- Set Project Due Date – Update or push back the due date for all selected Projects.
- For example, when clients receive an extension.
- Set Reminder Schedule – Adjust how frequently clients receive reminder emails.
- Options include increasing frequency, reducing it to monthly, or pausing reminders entirely until closer to a deadline.
- Archive Projects – Archive all selected Projects upon engagement completion.
- Export to Excel – Generate a report of the selected Projects and export it to an Excel file.
- Download New [Files] to .zip– Download all recently uploaded files from the selected Projects at once as a batch.
- Useful for running them through tools like SurePrep or other processing workflows.
- Add From Last Year's Projects - Copy selected items from last year's Project (notes, receipts, tags).
📝 Note: This feature only works with 1040 projects that have a "YYYY 1040" suffix in the name or a "1040" tag.
- Roll Over Projects - Copies over tasks into a new Project, updating year references. You can learn more in our Rolling Over Projects article!
