Project Templates are a way to add Non-Closing Tasks and Non-Transaction Questions to a client in Keeper.
They are commonly used for onboarding new clients, offboarding clients, or conducting one-off projects like cleanups.
Once you have created a Project Template in Keeper, you can add it to any client.
Creating a Project Template
To create a Project Template, go to the Client List page and click the Templates button in the top center.
- Click Add New, then give your template a Name.
- Next, add any Non-Closing Tasks that are a part of this Project.
- Then, add any Non-Transaction Questions you have for your client. Note, these will show up in their Client Portal under non-transaction Questions.
- Finally, click Save Template in the top right-hand corner.
Using a Project Template
Once you have created a project template, you can apply it to a client by clicking the Add to Client button in the top right-hand corner.
Any tasks will get added to their non-closing task section, and the questions will get added to their non-transacton questions, so when you send them their Keeper link, it will already contain the onboarding tasks they need to complete.
Using a project template video overview
Below is an overview walking through how Project Templates work in Keeper.