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Accounting Month-close task list (Asana)

Jeffrey Nelson
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February 26, 2024

We are a team of non-technical accountants. We would love to find something "off-the-shelf" to help us manage our month-end close process.

https://www.youtube.com/watch?v=Hw_2pXuOVAI

Can Jira Work Management create a dynamic Month-end Close template with repeatable tasks?

Here are our priorities 1) idiot-proof, 2) automated repetition, 3) reporting insights.

1) Our team is limited technically. We want users to click-through and create tasks without the necessity to build-out complicated automation. 

2) Ideally the automated repetition of tasks would be based upon dependencies and due dates (ex. daily, weekly, last day of the month, quarterly). 

3) Our management would love insight on real-time progress/completion of team goals (simple charts that can be filtered/sorted).

Asana already has this functionality.
Can Jira Work Management do this?

We really want to stay in the Atlassian ecosystem, but honestly don't want to build this out from scratch.

 
Any help would be greatly appreciated!
Thanks
Jeff

JeffreyNelson@lawndale.org

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