Support and Best Practices
Frequently Asked Questions

Workflow and Task Management

3min

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How do I set up a task to repeat weekly?

To set up a task to repat weekly,

  1. Click Add New under your Non-Closing Tasks
  2. Click the Repeat button to set a repeat frequency
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Note: All Closing Tasks (i.e., anything that's not in Non-Closing Tasks) automatically repeat monthly when you start a new close.

Is there a way to bulk add tasks to multiple clients?

Yes! You can create Close templates and bulk apply them to all clients.









Updated 25 Mar 2024
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