On this page

Welcome to TaskCalendars! This guide will help your accounting or finance team get up and running with month-end close scheduling quickly. Build your close calendar to streamline the month end close process and ensure successful month end close every period.

What is TaskCalendars?

TaskCalendars is a recurring task scheduling and monitoring platform built for accounting and finance teams. It helps you manage your month end close process and close calendar effectively:

  • Automate close checklists with business-day-aware due dates that adjust for holidays
  • Schedule recurring tasks for account reconciliation, balance sheet reviews, and reporting deadlines
  • Assign and track work across preparers and approvers with clear accountability
  • Monitor close progress in real time so controllers and managers always know what’s done and what’s outstanding
  • Streamline financial reporting with automated workflows for financial statements preparation

Quick Start

1. Create Your First Calendar

Calendars are containers for your tasks. Start with one close calendar per close cycle or department:

  1. Click Calendars in the sidebar
  2. Click the New Calendar button
  3. Give your calendar a name (e.g., “Month-End Close”, “AP Reconciliations”, “Tax Filings”)
  4. Set visibility and assign team members
  5. Configure your close calendar for the month end close process

2. Add a Task

Once you have a calendar:

  1. Click the New Task button in the sidebar
  2. Enter a task name (e.g., “Post Accrual Journal Entries”, “Bank Reconciliation — Operating Account”, “Balance Sheet Review”)
  3. Select the calendar to add it to
  4. Set the due date rule (e.g., business day 3 after month-end)
  5. Assign a preparer and, if required, an approver

3. Explore the Views

TaskCalendars offers multiple ways to monitor close progress:

  • Dashboard - Overview of upcoming and overdue tasks across all close calendars with financial data insights
  • Calendar - Visual monthly view of your close schedule and month end close process
  • Kanban Board - Track tasks by status (Not Started → In Progress → Pending Approval → Completed)
  • Task List - Detailed table view with filtering by assignee, status, or tag

Key Concepts

Tasks

Tasks are the core unit of work in TaskCalendars. Each close task has:

  • A name and description (e.g., step-by-step instructions for the preparer)
  • A due date rule with optional business-day adjustment for weekends and holidays
  • Assigned preparers and approvers
  • Status (Not Started, In Progress, Pending Approval, Completed, Not Applicable)
  • Tags and labels for filtering and reporting

Calendars

Calendars group related tasks together. Typical setups for finance teams:

  • Month-End Close — journal entries, accruals, account reconciliation, balance sheet reviews, management reports
  • Tax & Regulatory Filings — quarterly estimates, year end close, annual returns, sales tax, 1099s
  • Accounts Payable / Receivable — aging reviews, payment runs, cash application
  • Audit Preparation — schedules, document gathering, auditor requests, financial statements preparation

Team Members

Invite team members to collaborate. Each member can have different roles:

  • Admin - Full control over tasks and calendar settings
  • Preparer - Executes tasks and updates status
  • Approver - Reviews and signs off on completed work
  • Viewer - Read-only access for managers or auditors

Need More Help?

Explore the other topics in this documentation, or contact your administrator for assistance.