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Workflow / Task Management
April 21, 2022
Files 2.0
- Keeper finally has better support for files.
- You can now add attachments to all tasks in Keeper.
- This is a great way to manage your bank and credit card statements: you can attach the statement directly to the account reconciliation task.
- You can also search all files that you or your client have uploaded to a client's tasks, transactions, or questions in the new files table.
Checklists in Reports
- Now you can have checklists in all reports, like your Account Reconciliation Tasks and your Profit and Loss.
- If you have a particular checklist for your financial statement reviews, you can have tie it directly to that task.
Fixes and Improvements
- Added default email and non-closing task templates for new client onboardings.
- Task priority is now editable on the task list.
- Fixed a bug causing priority not to copy over on some recurring non-closing tasks.