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.
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.)
Some example schedules you can create:
every two weeks on Tuesday
Sales Tax Filing
every quarter on the 15th day of the 1st month
every month on the 10th day, and every month on the 25th day
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.
Below is a video overview of how non-closing tasks work in Keeper.
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.
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.