---
title: Non-Closing Tasks
slug: non-closing-tasks
docTags: 
createdAt: 2021-05-30T21:45:04.000Z
---

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**Heads up**! Keeper Docs is now deprecated, and this page is not maintained. Please visit [Keeper's Help Center](https://help.keeper.app/en/) at [help.keeper.app](#) for the latest docs and guides.
:::



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.

::embed[]{url="https://vimeo.com/557008762"}

***

## 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.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/N1nVA6UKBVN4H1ghdUsvV_image.png)

Then, select the client you want to copy ***from***, then select the tasks to copy, and click **Add**.

::Image[]{src="https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/C2wCPdxGDstHKZwchCWqh_image.png" size="90" width="2442" height="1326" position="center" showCaption="false"}



## 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.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/0jyYn01TIG-Cro7YLFXyp_image.png)

To customize your Tags list and colors, go to your Practice Settings (⚙️ ) -> Practice and Statements -> Tasks, and select **Non-Closing Task Tags**.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/FcbcrP3BLeIRAYCHrzgJ-_image.png)