NetClose - Tasks Overview

Overview

NetClose Tasks is a centralized checklist for managing month-end, quarterly, and annual close activities - or any recurring business process. Instead of each team member keeping a personal to-do list, Tasks gives the whole team one place to see what's due, who owns it, how far along it is, and how much time each task takes. That shared visibility makes it easier for management to monitor progress, confirm work is complete, and keep the close on schedule.

Beyond tracking, Tasks supports the work itself. Task steps standardize how a task is performed, so execution stays consistent even when ownership changes. Task dependencies enforce order of operations and email notifications can alert users when a task is assigned or gets submitted for their review.

Tasks Setup (video)

Watch this walkthrough to set up the Tasks module: building your task list, generating recurring monthly tasks, creating dependencies and steps, and configuring classifications, due dates, non-working-day calendars, and email notifications.

Utilizing Tasks (video)

Watch this walkthrough for the day-to-day work: generating the period's tasks, working and completing tasks as a preparer, tracking status and time, using notes to communicate with reviewers, and moving tasks through review.

Key capabilities and how-to guides

Each capability below links to a step-by-step article:

• Generate Monthly Tasks
• Create Task Dependencies
• Create Steps for Tasks
• Assign Preparers and Reviewers
• Assign Task Classifications
• Assign Due Dates (Relative or Absolute)
• Set Up Non-Working Day Calendars
• Set Up Email Notifications for Tasks (Standard or Custom)