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Frequently Asked Questions

Workflow and Task Management

3min

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,

  1. Click Add New under your Non-Closing Tasks
  2. Click the Repeat button to set a repeat frequency
Document image


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 19 Oct 2023
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How do I set up a task to repeat weekly?
Is there a way to bulk add tasks to multiple clients?
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