> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/close-management/close-checklist/intro-to-the-close-checklist.md).
# Intro to the Close Checklist
The **Close Checklist** in **Rillet** organizes your month-end close into a structured set of tasks, each with an assigned preparer, reviewer, due date, and supporting files, so your team can track progress and close on time with full visibility.
### Create a New Task
Follow these steps to create a new task:
1. Go to **Close Management > Checklist**.
2. Select **+ Add Task**.
3. Enter a **Title** that describes what needs to be done.
4. **(Optional):** Enter a **Description** with any additional detail about the task.
5. **(Optional):** Select a **Category** to categorize the task by the part of the close it relates to.
6. **(Optional):** Assign a **Preparer** and a **Reviewer**, the team members responsible for completing and signing off on the task.
7. Set the task's due date:
* Select **Calendar date** to choose a specific due date, or **Business day** to set the due date relative to the close.
* Enter a number in **Business Days from Close (Optional)** if you select **Business day** (for example, 5 for 5 business days after the close). Use a negative number for days prior to the close.
* Switch a task between **Calendar date** and **Business day** at any time.
8. **(Optional):** Attach an Aura agent to help complete the task, in the **Aura can help you** section:
* Select a suggested agent (for example, **AR Invoicing Reminders**), choose a saved agent under **My Agents**, or search for one in **Create a new agent or choose an existing one**.
* Click **Preview and edit** to open the agent's prompt and make any edits.
9. Click **Add task** to add the task to your checklist.
The task now appears on your close checklist, ready for your team to track and complete.
### Attach and View Supporting Files
Complete these steps to attach a supporting file:
1. Click the **Paper Clip** icon from the task list.
2. Drag and drop the file you want to attach, or select it from your files.
3. Click **Save & Exit** to confirm the attachment.
Once added, the file appears in the pop-up and can be downloaded.
### Mark Tasks as Complete
Take these steps to mark a task as complete:
1. Click the checkmark icon in the **Preparer** column to mark the task as prepared.
2. Click the checkmark icon in the **Reviewer** column to mark the task as reviewed and finalize it.
{% hint style="info" %} **Note:**
The **Preparer** column also includes an **Attach Aura Agent** icon, letting you attach or change the task's Aura agent directly from the checklist, without opening the task.
{% endhint %}
Once reviewed, the task is marked as complete and the progress (for example, 1/1 Completed) updates in real time.
### Unmark a Task
Use these steps to unmark a task:
1. Click the **X** next to the reviewer’s avatar in the **Reviewer** column.
The task is no longer marked as complete, and the checklist progress updates accordingly.
### Reuse Your Checklist Next Month
Perform these steps to reuse your checklist next month:
1. Click the three dots in the upper right corner and select **Copy & Create New Month** to create the next month’s close period.
{% hint style="info" %} **Note:**
When you click the checkmark icon in the **Preparer** column, your avatar is filled in automatically. Hover over the user’s avatar in **Preparer** or **Reviewer** at any time to view the completion date and time.
{% endhint %}
These steps help your team keep the close checklist accurate and up to date each month.
### Frequently Asked Questions (FAQ)
Does the close checklist support a third level of sign-off?
No. Each task supports two sign-off levels, **Prepared By** and **Reviewed By**, with no additional secondary or quarterly reviewer level.
### See Also
To learn more about managing your financial close process with **Rillet**, review these articles:
* [**Close the Books**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/close-the-books.md)
* [**Journal Entries**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/journal-entries.md)
* [**Financial Statements**](/EjmEP4KZ9BVp9j2ho4Mh/reporting/financial-statements.md)
---
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