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