Add a checklist

Checklists contain assignments related to a larger task that you want to accomplish, for example the processes around the monthly or yearly close. Each assignment has a designated Intacct user that is responsible for completing the assignment within a given time.

SubscriptionCompany
Regional availability

All regions

User type

Business

Employee

Project Manager

Platform

Warehouse

Permissions

Checklists: List, View, Add

Assignments: List, View, Add

When you create a checklist, you must include at least one assignment.
  1. Go to Company > All > Checklists and select Add (circle) next to Checklists.
  2. In the General information section, set the required fields for the checklist and any other fields as needed.
    1. Enter a Checklist name (required).
    2. Select a Checklist owner from the dropdown menu (required).
      3. For more information about the fields, see Field descriptions: Checklists.
  3. Add Assignments as needed. Set the required fields for the assignment and any other fields as needed.
    1. Enter an Assignment name (required).
    2. Select a Start date (required).
      The start date must be before the due date.
    3. Select a Due date (required).
      The due date must be after the start date.
    4. Select an Assignee from the dropdown menu (required).
      5. For more information about the fields, see the Assignments section of the Field descriptions.
  4. Select Save.