Overview

Use Checklist to review month-close tasks by period, filter task lists, open task details, and create task or workpaper items for the close.

Add a task to Checklist, set status, due date, recurrence, priority, preparers, reviewers, and category, then review or update the task from the Checklist table.

Set up a recurring scheduled agent from Checklist, roll forward an existing workbook, and track each month-end workbook task as Workpaper Agent runs on the configured schedule.

Create a Checklist task from an existing Workpaper Agent workbook so the close team can track the task and open the linked workbook from month close.