Task Templates are how you can create bundles of Closing Tasks, Non-Closing Tasks, and Non-Transaction Questions to apply to new or existing clients in Keeper.
They combine and replace the older Close Templates and Project Templates.
They are a great way to create reusable bundles of tasks or questions that you need often.
For example, you can create a Task Template for New Client Onboardings, cleanups, specific tasks for your eCommerce clients, or for specific payroll tasks for different payroll systems.
Once you have created a Task Template, you can apply it to any existing client. You can also add multiple templates to a client creating a new client.
Video Overview
How close assignees work with Task Templates
If you assign a task in a Task Template to the preparer, reviewer, or manager that task will be automatically assigned to the preparer, reviewer, or manager of that client.
What if I change the close assignee?
If you change the preparer, reviewer, or manager you can re-apply the template to update the assignees.
For more on close assignees, check out: