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Workflow / Task Management
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Close Level Status
complete
B
Ben Stein
A status for the overall close (ready for review, complete, Working, waiting on client, etc.)
January 17, 2022
B
Ben Stein
marked this post as
complete
https://docs.keeper.app/close-statuses
1 like
·
March 14, 2022
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B
Ben Stein
Merged in a post:
Dashboard Close
T
Terri Simpson
Ability to mark a month closed even through there may be items still open (ongoing tasks) Right now I look at the dashboard and even though I have multiple clients closed for December I cannot tell which ones from the dashboard view.
January 17, 2022
January 18, 2022
B
Ben Stein
marked this post as
planned
·
January 17, 2022
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