Firm Tasks

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides firm tasks is a place where you can track all the work for your firm that's not client related sections in firm tasks work like non closing tasks docid\ voda6adcgjoll4amwkslx (you can have one off tasks or custom recurring tasks), but you can create as many sections as you'd like you can get to your firm tasks by clicking the firm tasks button on your client list all users can see all tasks in firm tasks firm notes just like clients have client notes docid 2d kozebfwitf8i0zba f , you also have a notes section here for firm notes like sops