A template is the checklist a new close starts from. Statuses and sign-offs always start fresh.
- Go to Settings → Templates. Press New template to start from scratch or from an existing close.
- Open a template to add, edit or remove tasks. For each task set the functional area, the working day or statutory due date, how often it runs (every close, or only quarter-end, half-year-end or year-end closes), and what it depends on.
- Remove a task with Remove from template.
- Quarterly, half-yearly and yearly tasks join a close only at those period ends, following the company’s fiscal year.
- From a running close, Save checklist as template captures its tasks (ad hoc tasks are left out).