Copying Tasks

Copying tasks is an important part of reducing the setup required for each new client you add to Keeper.

There are a few ways to copy tasks between clients in Keeper.

Closing Tasks

You can copy any custom tasks that you've created in an existing client. You can also copy over custom due dates and assignees that you have added to that client





Non-Closing Tasks

To copy non-closing tasks from one client to another, go to the Non-Closing Tasks section, then click the button next to the section header that looks like an arrow going into a box, and then select the tasks you want to copy over.