Non-Closing Tasks
Non-closing tasks are any task that is not associated with a close. These are perfect for one-off tasks or for recurring client work that's not related to your month-end close.
For example, you can use non-closing tasks to create a Run Payroll task that runs biweekly, or a File 1099s task scheduled for every year in January.
Recurring Tasks
You can make non-closing tasks recur on a schedule. Keeper supports the following recurring schedules:
- Daily (Weekdays)
- Weekly (including biweekly, every 3 weeks, etc.)
- Monthly (including bimonthly, every 3 months, etc.)
- Quarterly
- Annually
Some example schedules you can create:
Task | Schedule |
Payroll | every two weeks on Tuesday |
Sales Tax Filing | every quarter on the 15th day of the 1st month |
Bill Pay | every month on the 10th day, and every month on the 25th day |
Creating Non-Closing Tasks
You can create a non-closing task by going into any client and clicking Add New in the Non-Closing Tasks section of the page.
From here, you can give it a name, description, subtasks, assignees, and a due date or recurring schedule.
Non-Closing Tasks Video Overview
Below is a video overview of how non-closing tasks work in Keeper.
Copying non-closing tasks across clients
To copy Non-closing tasks from one client to another:
First, Go to the client you want to copy to, click the Copy Into box next to Non-Closing tasks.
Then, select the client you want to copy from, then select the tasks to copy, and click Add.
Tags
You can tag non-closing tasks to keep your work organized, and you can use the filters at the top to filter the Non-Closing Tasks section for only tasks that have that tag.
To customize your Tags list and colors, go to your Practice Settings (⚙️ ) -> Practice and Statements -> Tasks, and select Non-Closing Task Tags.
