Workflow and Task Management

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides how do i set up a task to repeat weekly? to set up a task to repat weekly, click add new under your non closing tasks click the repeat button to set a repeat frequency 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