Good follow-up check
Add enough detail in the task name or description that another teammate can understand the work without extra context.
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Checklist / Open Items
Add Open Items
Add a new open item from the current month-close task workflow so it can be tracked with the rest of the checklist.
Workflow
Setup workflow
Step 1
Open the month-close period you want to update
Go to the current month-close tasks workflow for the active period where the new open item belongs.
Step 2
Start the Add Task flow
Use the Add Task action in the current task management workflow to create a new item.
Step 3
Enter the open-item details
Fill in the task name, description, and any assignment or priority details needed for the team to understand the work.
Step 4
Confirm the item appears in the checklist
Return to the task list or panel and verify the new open item is now part of the current period workflow.
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