Link an existing workpaper to a Checklist task

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.

Workflow

Step 1

Choose the Checklist period

Open Checklist and select the close period where the linked task should be created.

Screenshot showing red callouts around the Checklist close-period picker.

Step 2

Select Add Task

Start from the Checklist table when you need to create a task connected to a workpaper.

Screenshot showing the Add Task button on the Checklist page.

Step 3

Choose Link existing

Select Workpaper, then choose Link existing when the workbook has already been created in Workpaper Agent.

Screenshot showing red callouts around the Workpaper tab and Link existing option.

Step 4

Select a workpaper

Open the existing workpaper selector, search or scan the available workbooks, and select the workbook to connect to the Checklist task.

Screenshot showing red callouts around the existing workpaper selector and workpaper list.

Step 5

Link the workpaper

Review the selected workpaper, task due date, close period, and category, then submit the form to create the linked Checklist task.

Screenshot showing the Link workpaper task button in the Workpaper task form.

What this workflow is for

Use this workflow when a Workpaper Agent workbook already exists and the close team needs a Checklist task to track ownership, due date, category, and month close progress for that workbook.

The linked Checklist task gives accountants a task-level place to work from while preserving the workbook in Workpaper Agent.

Before you link

Confirm that you are in the correct client account and close period. The workpaper should already exist in Workpaper Agent, and the selected close period should be the period where the Checklist task belongs.

After linking

After the form is submitted, use Checklist to track the task and open the linked workpaper when the accountant needs to continue or review the workbook in Workpaper Agent.

FAQ

When should I use Link existing?

Use Link existing when the workbook is already available in Workpaper Agent and you only need to create a Checklist task that points to it.

Does this create a new workbook?

No. Link existing connects the Checklist task to a workbook that already exists in Workpaper Agent.

What should I verify before linking?

Confirm the selected workpaper, close period, task due date, and category before selecting Link workpaper task.

Limitations

The workpaper must already exist

Link existing is for connecting to an existing Workpaper Agent workbook. Use Create new when the workpaper has not been created yet.

The task is created in the selected period

Confirm the close period before submitting the form so the task appears in the intended Checklist period.

Troubleshooting

I cannot find the workpaper in the selector.

Confirm the workbook exists in Workpaper Agent for the client account, then reopen the selector and search by workpaper name.

The task appears in the wrong close period.

Review the month close period field before linking, then update the task period if your role has permission to edit it.

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