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Create a Checklist task

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.

Workflow

Step 1

Open Checklist

Use the sidebar to move into the month-close Checklist workspace.

Screenshot showing a red callout around Checklist in the sidebar.

Step 2

Choose the period

Select the close period where the new task should be added.

Screenshot showing red callouts around the close-period picker and period list.

Step 3

Select Add Task

Open the task creation form from the Checklist table.

Screenshot showing a red callout around the Add Task button.

Step 4

Enter a task name

Type a clear name that helps the close team recognize the task in the Checklist table.

Screenshot showing a red callout around the task name field.

Step 5

Set status and due date

Choose the starting status, then open the due-date picker when the task should have a deadline.

Screenshot showing red callouts around the status menu, status option, and due-date control.

Step 6

Choose the due date

Select the calendar date when the task should be due.

Screenshot showing a red callout around a date in the date picker.

Step 7

Enable recurring

Turn on recurring settings when the same Checklist task should repeat.

Screenshot showing a red callout around the recurring task toggle.

Step 8

Review recurrence settings

Review the recurring task settings before choosing how often the task should repeat.

Screenshot showing a red callout around the recurring task settings.

Step 9

Choose the frequency

Select the repeat cadence, such as weekly, monthly, or yearly.

Screenshot showing red callouts around the repeat frequency selector and options.

Step 10

Choose the end date

Set the repeat-until date when the recurring task should stop creating new occurrences.

Screenshot showing a red callout around the repeat end date.

Step 11

Save recurrence

Save the recurring task settings before returning to the main task form.

Screenshot showing a red callout around the Save button.

Step 12

Set priority

Choose the task priority, then open the preparer selector.

Screenshot showing red callouts around the priority menu, priority option, and preparer control.

Step 13

Select preparers

Search for and select the preparers who should own the task.

Screenshot showing the preparer selector with user options.

Step 14

Set category

Choose the task category, then open the reviewer selector.

Screenshot showing red callouts around the category menu, category option, and reviewer control.

Step 15

Select reviewers

Search for and select the reviewers who should review the task.

Screenshot showing a red callout around the reviewer selector.

Step 16

Create the task

Submit the form after the task name, details, status, due date, recurrence, priority, category, preparers, and reviewers are correct.

Screenshot showing the Create task button in the task form.

Step 17

Review the row

Confirm the new task appears in the selected Checklist period.

Screenshot showing the created task row in the Checklist table.

Step 18

Open row actions

Use the task row actions when you need to edit or manage the task.

Screenshot showing a task row actions menu in Checklist.

Step 19

Edit the task

Update the task name or other editable fields when the task details need to change.

Screenshot showing the task form with an edited task name.

Step 20

Save the update

Submit the form to save the updated task details.

Screenshot showing the form action used to save task changes.

Step 21

Reopen row actions

Open the row actions again when another task action is needed.

Screenshot showing a task row action menu after the task update.

Step 22

Delete the task

Use Delete only when the task should be removed from the selected close period, then confirm the deletion.

Screenshot showing the Delete Task confirmation dialog.

Step 23

Reorder a task

Drag a task row when you need to change its position within the Checklist table.

Screenshot showing a red callout around a task row being dragged.

Step 24

Open a category

Expand a category to review the tasks grouped under it.

Screenshot showing a red callout around a Checklist category row.

Step 25

Review activity

Open the task detail page to review status changes, attachments, comments, and task details.

Screenshot showing a Checklist task detail page with activity.

What this workflow is for

Use this workflow when a close task needs to be tracked in Checklist. A Checklist task can include a name, description, attachments, status, due date, recurrence settings, priority, category, preparers, and reviewers.

Before you create the task

Confirm you are in the right client account and close period. The selected period controls where the task appears after it is created.

After creating the task

Review the task row in Checklist, then open task detail when you need the full activity history, attachments, comments, assignees, status, due date, and other task details.

FAQ

Can a normal Checklist task repeat?

Yes. Turn on recurring settings in the task form, then choose the frequency and repeat-until date before saving.

What fields should I review before creating the task?

Review the task name, status, due date, recurrence settings, priority, category, preparers, and reviewers before selecting Create task.

Can I edit a Checklist task after creating it?

Yes, if your role has permission and the task state allows edits. Open the row actions and update the editable fields.

What happens when I delete a task?

Deleting a task removes the selected Checklist task after you confirm the deletion.

Limitations

Tasks are period scoped

Checklist shows tasks for the selected close period. Confirm the period before creating or editing a task.

Recurrence settings control future occurrences

The frequency and repeat-until date determine when future task occurrences are created.

Editing depends on permissions

Some fields may be unavailable if your role cannot edit the task or if the task state restricts changes.

Troubleshooting

I do not see the new task.

Confirm you are viewing the same close period where the task was created and clear any table filters.

I cannot save recurrence settings.

Confirm the frequency and repeat-until date are set, then save the recurring task settings before creating the task.

I cannot edit or delete the task.

Confirm your role has permission to manage Checklist tasks and that the task is in an editable state.

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