Getting Started: Checklist

Last updated: October 22, 2024

Updating your overall process and creating multiple tasks you want to recur monthly or quarterly? Take a look at our page onđź“„ Managing your Template

View in-depth video tutorial →

Creating Tasks

Creating new tasks can be accomplished with just a few clicks! Adding a few one-off tasks for a single close period? Read on below!

  1. From your Checklist, hover over a category name and select the “Add Task” button or click the + button in the top-right of the page

  2. Enter task details and hit Save

Updating Tasks

Update tasks can be accomplished from the task sidebar, and changes to recurring tasks can be made to reflect just in the period you are making the change, or rolled forward to all future periods the task repeats in.

  1. Click on a task to bring out the task sidebar

  2. Make a change to the task content, like updating the name, description, assignees, or due dates

  3. For recurring tasks, you’ll see a prompt asking you to confirm whether you want to make this change to the task in the current month or roll it forward to all future instances of the task

Linking Journal Entries

  1. Select a Journal Entry task

    1. You can convert an existing task to a Journal Entry by clicking on the "Type" field or by using the bulk editing feature. Refer to đź“„ Making Bulk Edits.

  2. From the Journal Entry section, copy the unique task ID and include it in the memo field of any entry you post in your GL

  3. The Entry will automatically appear on the task!

  4. If you do not have a GL connected, you also have the option to manually add Journal Entry links from here and leverage unique tags on the Checklist!

Managing Dependencies

  1. Select a task

  2. Use the "+ Add" buttons in the "Blocked by" and "Blocking" rows to choose other tasks on your checklist

  3. That's it! Your dependencies are now set and will indicate a warning if attempting to submit while a dependency is incomplete.

    1. You can also hover over the dependency tags to preview the task and even submit it straight from the preview!

Unsubmitting Tasks

  1. Select the task

  2. Navigate to "Assignees" in the sidebar

  3. Next to "Prepared" or "Completed" is a return button

  4. Click on the return button and optionally provide a reason for unsubmitting the task

  5. Hit "Unsubmit" and the task will reset

Note: You can only unsubmit tasks that you have submitted. If you are an administrator that wants to return a task that someone else submitted, then you can assign yourself as the reviewer and then select the return button.

Deleting Tasks

Deleting tasks can be accomplished from the task sidebar and follow the same pattern as updating tasks, where you can delete just one instance of a task, or delete the current and all future instances of a recurring task.

  1. Click on a task to bring out the task sidebar

  2. Click the 3-dot context menu at the top right of the sidebar

  3. Select “delete task” and confirm which task you’d like to delete (if it is recurring)

You can also delete multiple tasks at once using Numeric's bulk editing feature. Refer tođź“„ Making Bulk Edits.

Note: That deleting tasks is only available to users with a administrator role. Learn more about our roles and permissions here:đź“„ Managing Roles & Permissions