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Close statuses
Updated over a week ago

Close statuses are a way to add a status to each client's close. These can help you keep a high-level understanding of where each close is and who should be responsible for it.

For example, you can use Close statuses as part of your handoff – so QC managers can keep a filtered list of which closes are 'Ready for Manager Review'.

Close status on client list & close file views

Customizing close statuses

To customize your close statuses:

  1. Go to Practice Settings (⚙️ icon)

  2. Click Practice and Statements

  3. Click the Tasks tab

Close status options

Close status notifications

You can also set up custom email notifications when close statuses change in your close status settings.

If you assign a person or role here, they will be notified whenever a close changes to that status. For example, in the screenshot below, moving the close to "Ready for Manager Review" will notify the Reviewer for that close.

Document image

Close Status Reasons

Close Status Reasons give you a way to add more detail to your client's close.

For example, if you have a status called "Stuck", you can use Reasons to track what's causing delays in your close.

When that close is moved to Done, Keeper will also preserve the last Close Status Reason used, so you can track historical data on delays.

You can add Close Reasons to any Client List view from the Special section of your columns list.

How to edit close status reasons

  1. Go to Practice Settings (⚙️ icon)

  2. Click Practice and Statements

  3. Click Tasks

  4. Click Close Status Options

Can I add a reason after a status is set?

No - Close status reasons cannot be applied to existing statues.

If you add a reason after setting a status you need to set the status again in order to select the newly created reason.

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