![Document approval screenshot](https://wac-cdn.atlassian.com/dam/jcr:b35d7e08-4428-4cb4-ae54-9e78e0c15386/Month%20end%20close%20-%20Calendar%20view@2x.png?cdnVersion=2511)
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.
![Backlog screenshot](https://wac-cdn.atlassian.com/dam/jcr:d0db9ccf-f94f-4826-be2f-446b05f6adae/JWM%20BOARD.png?cdnVersion=2511)
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.
![JWM List view](https://wac-cdn.atlassian.com/dam/jcr:506217be-7d8d-40d1-ad82-eeb9e61ab56a/JWM%20LISTS.png?cdnVersion=2511)
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.
![Calendar screenshot](https://wac-cdn.atlassian.com/dam/jcr:89e29058-27ca-4df2-b2ad-61107df34519/JWM%20CALENDAR.png?cdnVersion=2511)
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
![Timeline view](https://wac-cdn.atlassian.com/dam/jcr:97ba857d-4617-4e23-833e-b04be4b14fe9/Workflow.png?cdnVersion=2511)
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.
![Timeline view](https://wac-cdn.atlassian.com/dam/jcr:7388464e-1fe7-47e7-ad62-a9fe4c85fd44/Automation_JWM.png?cdnVersion=2511)
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.