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Keeper Docs Overview
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What is Keeper
Getting Started Guide
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Overview
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Report Basics
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Final Review (Financial Statements)
Inter-Company Transfers
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Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
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Management Reports
The Executive Summary
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🗄️Client Management
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Tracking Time
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New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
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4min

Workflow Management Notifications

Workflow Management Notifications give you a way to stay on top of what's going on in Keeper right from your inbox.

Daily Digest Emails

Every weekday, Keeper will send you an email with all of your Priority Tasks and all other tasks due today, this week, or overdue.

If you are an Admin or Super Admin, Keeper will also email you a list of your Team's Priority tasks.

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Task Assignment Emails

Any time a team member assigns you a task, you'll receive an email about those tasks:

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Disabling these settings

If these emails are too much, you can turn them off in your user settings:

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Updated 13 Oct 2022
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TABLE OF CONTENTS
Daily Digest Emails
Task Assignment Emails
Disabling these settings