When to review assignments
Re-check assignments whenever close ownership changes or when a task is moved to a different reviewer than the prior period.
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Checklist / Open Items
Assign Tasks
Use the current month-close task workflows to assign preparers and reviewers to the right open items.
Workflow
Setup workflow
Step 1
Open the month-close task workflow
Go to the current month-close tasks or checklist workflow for the period you want to manage.
Step 2
Open the task you want to assign
Select the task or open item that should receive a preparer or reviewer assignment.
Step 3
Update the task assignment
In the task details workflow, choose the appropriate preparer or reviewer assignment for that task.
Step 4
Confirm the task now shows the right owner
Review the task summary or list view so you can confirm the assignment is visible to the team.
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