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Month-end close template

Simplify the messy month-end close process.

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key features

Task planning


Pipeline management

What is a month-end close template?

The month-end close template streamlines key activities and reporting related to month-end closing.

What does the month-end close template include?


The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot


The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view


The Calendar view helps you visualize and plan work. It makes it easy to see when tasks are due and get a quick glance at the next few weeks and months.

Calendar screenshot


No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Timeline view


Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Timeline view
Time sensitive ticket

Worry-free audits

With our native activity tracking and task histories, you can maintain a clear record of events for any upcoming evaluation.

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Centralized documentation

Align finance teams with our secure and powerful tools. Track each stage of the month-end process, keep documents together, and automate rules — all in one place.


Easy task management

Assign tasks with clear deadlines and expectations. With the calendar, spot bottlenecks and plan ahead.

How to get started with the month-end close template

This template uses Jira to help your team streamline all month-end related information.

1. Add items to your team’s list

You can choose whether to use the list, board, or calendar view to add items to your to-do list. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates

Set start dates and due dates to your work items. View from your calendar and timeline to ensure no work slips through the cracks.

3. Prioritize and organize

Quickly sort the list by priority to help your team stay on top of its most important tasks.

4. Automate work

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

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