Implementation Article

Import recurring close tasks cleanly.

A clean import is an operating decision. It turns a checklist into explicit ownership, review, due timing, evidence expectations, dependencies, and recurring close structure.

Fields to clean before import

• Use recognizable entity or client names.
• Separate preparer ownership from reviewer ownership.
• Replace vague due dates with reusable close-day timing where possible.
• Mark tasks that require evidence before review.
• Remove duplicate rows that represent the same close activity.

Open the launch guide when the import file is ready.