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.
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.
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.
Below is an overview walking through how Project Templates work in Keeper.