---
title: Project Templates
slug: project-templates
docTags: 
createdAt: 2021-05-30T22:54:58.000Z
---

:::hint{type="info"}
**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.
:::



Project Templates are a way to add [Non-Closing Tasks](docId\:voDA6ADCgJolL4amwkSLx) and [Non-Transaction Questions](docId\:mDyxVDvv-pSQ894ZugIJn) 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.

From here:

- 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 [The Client Portal](docId\:Xm_1ow6yueMQvmIxKFbtJ) 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.

::embed[]{url="https://vimeo.com/557023877"}