Month-end close template
Simplify the messy month-end close process.
best for
Finance
key features
Task planning
Prioritization
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?
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.
List
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.
Calendar
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.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
Automations
Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.
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.
How to get started with the month-end close template
This template uses Jira to help your team streamline all month-end related information.
