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Workflow / Task Management

June 27, 2024

Activity Log
Keeper now has an Activity Log to help admins track changes to tasks. Now any time a task is created, updated, or deleted, that change will be stored in the Activity Log.
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You can also access a single task's Activity Log from inside the body of the task:
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Other Improvements
  • Note: to give users more time to update their email integrations, the email infrastructure upgrade has been delayed until July 30th.
Bug Fixes
  • Fixed a bug where accessing the "Your Timers" modal caused performance issues in some files.
  • Fixed a bug causing the Prepare 1099s report to be added to Canadian clients.
  • Fixed a bug causing email templates to appear out of order.
  • Fixed a bug causing the "Ask Client" button to be grayed out in the Chrome Extension / bank feed.
  • Fixed a bug causing occasional crashing for some clients on in Metrics.
  • Fixed a bug preventing firm tasks from being assigned to some users on the Task List.