Catch up with Keeper Webinars
9 min
heads up ! keeper docs is now deprecated please visit the new catch up with keeper page https //help keeper app/en/articles/6283095 catch up with keeper webinars at our new help center on the last tuesday of every month, keeper does a monthly webinar to recap all of the latest product updates and to share best practices from the community to subscribe to these webinars, click here catch up with keeper https //us02web zoom us/webinar/register/wn bw srnzmq2elvznmnd8 ta past webinars see below for past webinars february 2022 https //www youtube com/watch?v=4lnumrygu8q prepare 1099s docid\ z8aaigu9xlnqcwd uojyz client properties / saved views https //docs keeper app/client list#3q client properties and saved views updates to in app chat (collaboration) docid\ w2oat qx1ravpno3lkz7j march 2022 https //vimeo com/712641263 close statuses docid\ p8qf5comgzzmuc6cfgqvc kanban view https //docs keeper app/client list#dr kanban financial reports in the client portal docid\ mqf9g7ujxihosfpbmd0ds app showcase jelena arkula on pro tips and hidden features april 2022 https //vimeo com/704008068 files docid\ dgoye0dss5q0r008saq5u priority tasks docid\ r3bqzm6scz2 iyb vd6uk https //keeper 1 getrewardful com/ app showcase jodie strong on workflow may 2022 https //vimeo com/727613322 project templates docid\ bnb7ldhcjujacl7crfbln improvements close due dates close status notifications https //docs keeper app/close statuses#wt close status notifications close status automations june 2022 https //vimeo com/727613838 "any answered" client list filter deleting closes preperarer / reviewer roles in templates open items in chat client notes docid 2d kozebfwitf8i0zba f july 2022 https //vimeo com/735319324 zapier https //docs keeper app/zapier saved task views https //docs keeper app/task inbox#pxqbx non closing task tags https //docs keeper app/non closing tasks#nny0l email open tracking https //docs keeper app/email history#ab3 9 cash basis reporting financial statement footnotes https //docs keeper app/management reports#ykf74 merged client portal counts august 2022 https //vimeo com/745376264 time tracker notifications https //docs keeper app/tracking time#ujkxk email signatures https //docs keeper app/email signatures local transaction status / question status https //docs keeper app/report basics#fep2h search in filters on tables paste images from your clipboard files in the client portal https //docs keeper app/files in the client portal cash / accrual basis in the footer of management reports app showcase tyler otto on metrics check out his youtube here https //www youtube com/channel/ucm45uvsqazskf90fpryj ew ! september 2022 https //www youtube com/watch?v=eeos xadx4m zapier https //docs keeper app/zapier improvements gmail integration https //docs keeper app/gmail integration task lock https //docs keeper app/locking tasks updates more close status automations xero beta