Template Logic
There are a few basic principles to know about how Templates work in Keeper:
Templates never delete existing tasks from the client
If a task in a close and in the template share the same name, then templates will overwrite:
Due date
Assignee
Description
Checklists and subtasks
So for example, if you have a task named "Soft close books" in the client and "Soft close books" in the template, then when you apply the template, whatever the template has for that task will update that task in the client
Template tasks with blank values do not overwrite tasks in the close that have values
If you have an assignee or due date for "Soft close books" in the client but not in the template, then applying the template will not overwrite that assignee or due date (1.0)
You can delete tasks from a close template (1.1)
Following Rule (1) and Rule (4), tasks that are deleted from the template will not delete those tasks from the Client
1.0
1.1
How are questions added to the Client Portal when a template is applied?
For clients with assignable questions off - that question will be immediately visible in the Client Portal.
For clients with assignable questions on - that question will exist in the portal, but it won't be visible to any contact, because it has not been assigned yet.
You can read more about assignable questions HERE.
Can I prevent some tasks from being overwritten by the template?
Yes. Rule 2 above says: "If a task in a close and in the template share the same name, then templates will overwrite [the task's information]."
So if you don't want the template to overwrite that task, you can just change the name of the task in the client, by adding a period or any other character.
For example, if you have a task named "Make sure all transactions in the bank feeds are coded" in both the template and the close, you can add a period at the end to ensure the names no longer match.
Instead of overwriting your custom task, this will instead create a new task called "Make sure all transactions in the bank feeds are coded" (with no period) that you can delete after applying the template.
In the Template
In the Close (before applying)
In the Close (after applying)
