@CrystalGallardo-d5l Really great question & love your thinking here. There's a couple parts to this answer... There are auto-notifications where Keeper can send an update when a close status has changed (think 'update the account manager when the client's status is marked Ready To Review'), but that won't update any due dates or anything with the tasks themselves. And we don't have the same automations with task statuses, so it's pretty limited. With that context, saved views are a way to work around that lack of automation - but more than anything, they're a way to remove info you don't need to see because the default client list (or task list) can be massively overwhelming. They allow you to choose what YOU want to see & focus on: - just your payroll clients & show just the payroll task section (because we don't need all the closing sections if we're checking on payroll clients) - all with the 'ready for review' or 'stuck' status so managers can come in and address those so other teammates can continue their work - any clients who are 'onboarding' & any tasks that need to be done so you can have a VA come in to help keep those on track - show just tasks due today in my task list so I can prioritize those without getting distracted by other things coming up later in the week or month To recap, saved views allow you to decide what information you want to see on the client/task list & save that view so you don't have to click around each time you need to review that set of info. Feel free to reply back if any of that got confusing or didn't quite land, always happy to clarify or answer additional questions that come up!

Thanks, @keeper_app! Really appreciate the clarification. Here's the feature request for anyone who wants to upvote: keeperapp.canny.io/feature-requests/p/default-ytd-date-ranges-in-review-reports-allow-users-to-change-and-save-date-ra

So glad to hear it was helpful! We do sell templates or can help create custom templates if it's a process that's unique to your niche or services. Feel free to shoot us a message at [email protected] or fill out the contact form on our website hughesandstrong.com/contact if you'd like to explore these to see if they're a good fit.

Great question! If it's going to be consistent across all clients, then feel free to set it at the template-level to save yourself the admin work, but if it's going to be different client-to-client then we'd recommend leaving it blank and filling it in at the client-level. That's a more 'theorhetical' answer, but feel free to reply back with an example if you want to work through it on a more 'practical' level!

@michellerose4067 absolutely! You can use this link: keeper.app?via=HSC From here, you can start a free 14d trial with the 'get started for free' button in the top right corner

Hey @lekeshahill2477, absolutely! We're happy to help with templates, getting set up, troubleshooting, etc. Feel free to shoot us an email at [email protected] 😊

Thanks @alliednumbers happy to hear! 💖