They are commonly used for onboarding new clients, offboarding clients, or conducting one-off projects like cleanups.
Once you have created a Project Template in Keeper, you can add it to any client.
Creating a Project Template
To create a Project Template, go to the Client List page and click the Templates button in the top center. From here:
Click Add New, then give your template a Name
Next, add any Non-Closing Tasks that are a part of this Project
Then, add any Non-Transaction Questions you have for your client.
Note, these will show up in their Client Portal under non-transaction Questions
Finally, click Save Template in the top right-hand corner
Using a Project Template
Once you have created a project template, you can apply it to a client by clicking the Add to Client button in the top right-hand corner.
Any tasks will get added to their non-closing task section, and the questions will get added to their non-transaction questions, so when you send them their Keeper link, it will already contain the onboarding tasks they need to complete.