Support and Best Practices
Frequently Asked Questions
Workflow and Task Management
3min
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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
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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.
Yes! You can create Close templates and bulk apply them to all clients.
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Updated 25 Mar 2024
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