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Screenshot of calendar view in Jira Work Management

Month-end close template

Simplify the messy month-end close process.

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BEST FOR

  • Finance

KEY FEATURES

  • Task planning

  • Prioritization

  • Pipeline management

Screenshot of calendar view in Jira Work 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?

Board

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.

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. 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. 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. 3

    Prioritize and organize

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

  4. 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.

  • Worry-free audits

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

  • 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.

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