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Support Center / Checklist / Overview

Checklist 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.

Workflow

Step 1

Review the table

Start from Checklist and select the close period you want to review. The table shows grouped tasks with priority, status, preparers, reviewers, due dates, and row actions.

Screenshot showing the Checklist table with close period, filters, task rows, priority, status, preparers, reviewers, and actions.

Step 2

Open task detail

Select a task name when you need the full task workspace, including description, subtasks, attachments, activity, comments, assignees, details, close period, and due date.

Screenshot showing a Checklist task detail page with task sections, assignees, priority, status, close period, and due date.

Step 3

Filter tasks

Use search and filters to narrow the table by task name, priority, status, preparer, or reviewer. Status filters group tasks into Not Started, In Progress, and Completed buckets.

Screenshot showing the Checklist status filter menu open.

Step 4

Add a task

Use Add Task to create a checklist task or a workpaper-related task. The dialog supports task name, description, attachments, status, due date, priority, preparers, category, and reviewers.

Screenshot showing the Create checklist task dialog with Task and Workpaper options.

What Checklist does

Checklist is the month-close task workspace in Truewind. It helps teams track which close tasks are open, who owns each task, what needs review, and which tasks are ready to move forward.

Main areas of the interface

Use the close-period selector at the top of the page to choose the month you are reviewing. The period status shows whether the selected close period is open, not started, or closed. When the period is open, users with the right access can add tasks or close the period from the header.

The table is the main scanning view. It groups tasks by category and shows the task name, priority, status, preparers, reviewers, due date, and available row actions. Use this view when you need to compare task ownership, spot overdue items, or work through a filtered list.

Checklist table columns

The Name column shows the task name and the category group where the task is organized.

Priority shows the task's urgency, such as No Priority, Low, Medium, High, or Critical.

Status shows the current task state for the selected close period: Not Started, In Progress, or Completed.

Preparers shows the users responsible for preparing the task. Reviewers shows the users responsible for reviewing it.

Due Date shows when the task is expected to be completed for the selected close period.

Actions gives access to task-level controls, such as opening the task menu, editing task details, or taking another available row action.

Search and filters

The Checklist toolbar supports task-name search and filters for priority, status, preparers, and reviewers. Use Clear filters to return to the full task list after narrowing the table.

Status filters use the task status buckets shown in Checklist: Not Started, In Progress, and Completed. Linked workpapers can have their own more specific statuses in task activity or Workpaper Agent.

Task details

Open a task when you need the complete task workspace. The detail page includes the task description, subtasks, attachments, activity history, comments, assignees, category, priority, status, close period, and due date.

Attachments and comments stay with the task, so the detail page is the best place to keep supporting context for review.

Creating tasks

Use Add Task when new close work needs to be tracked. The dialog includes a Task tab for normal checklist tasks and a Workpaper tab for tasks that should connect to a workpaper workflow. Add the task name, description, attachments, due date, priority, preparers, category, and reviewers before creating the task.

FAQ

What is the Checklist page for?

Checklist is the month-close task workspace. Use it to review close tasks for a selected period, update ownership and status, attach support, and track comments or activity on each task.

What is the difference between the table and task detail view?

The table is for scanning and filtering the close task list. The task detail view is for reviewing one task's description, subtasks, attachments, comments, assignees, priority, status, close period, and due date.

Can I create workpaper tasks from Checklist?

Yes. The Add Task dialog includes Task and Workpaper options so teams can create a normal checklist task or start a task connected to a workpaper workflow.

Limitations

Checklist is period scoped

The selected close period controls which tasks appear. If a task is missing, confirm you are viewing the correct month-close period first.

Editing depends on permissions and task state

Some assignment, status, close-period, or due-date controls may be locked when your role cannot edit the task or when the task is in a restricted workflow state.

Task attachments have a size limit

Files uploaded directly to checklist tasks are limited by the attachment size shown in the upload area.

Troubleshooting

I cannot find a task.

Check the selected close period, search text, priority filter, status filter, preparer filter, and reviewer filter. Clear filters if the task still does not appear.

I cannot edit a task field.

Confirm you have access to edit checklist tasks for the organization and review whether the task is locked by its current status or workflow.

The checklist is empty.

Confirm the period is open or not started, then create a task or check whether recurring tasks have been copied into that close period.

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