> For the complete documentation index, see [llms.txt](https://docs.ledge.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ledge.co/close-management-and-execution/close-checklist.md).

# Close Checklist

The Close Checklist is the heart of Ledge's close management capability. It contains all of your tasks for the period with every relevant attribute visible in one place.

#### What's in the checklist

Each row in the checklist represents a single close task and shows:

* **Entity** and **account group**
* **Preparer** and **reviewer** (your segregation of duties)
* **Attachments** and **comments**
* **Task status** (e.g., open, done, awaiting review)
* **Due dates**

#### Filtering and grouping

The checklist table is highly dynamic and customizable. You can:

* Filter by **assignee** (yourself or any team member), **task status**, **entity**, **due date**, **folder**, or any other custom value.
* **Group** the checklist by any column value — for example, by folder, by preparer, or by both at once.
* **Drag and drop** columns to reorder them.
* **Collapse and expand** groups as needed.

#### Opening a task

Clicking on any task opens a right-hand drawer with full task details, including:

* Task type, status, entity, and folder
* Any existing attachments
* The date the task was prepared and reviewed
* A full **activity log**
* A **comments** section where you can tag team members

#### Attaching files

From within a task, you can attach files directly from your computer or from a connected storage provider like Google Drive.

#### Notifications and Slack integration

Ledge integrates with Slack (and other messaging tools). Any team member subscribed to a task will automatically receive a notification — both within Ledge and in Slack — whenever relevant activity occurs, such as a status change or a new comment.

#### Task statuses

<table><thead><tr><th width="259.30078125">Label</th><th>Meaning</th></tr></thead><tbody><tr><td>Scheduled/Pending</td><td>Task exists but requires no action — variance is below materiality or no GL activity. Shown as "Scheduled" if the task is scheduled to become available at a future date.</td></tr><tr><td>Open</td><td>Task requires attention. Flux: variance exceeds materiality. Reconciliation: has GL activity (or is a bank account). Checklist: newly created.</td></tr><tr><td>Running</td><td>An AI agent is actively processing the task.</td></tr><tr><td>Awaiting review</td><td>Agent has paused and is waiting for human input before it can continue.</td></tr><tr><td>Output ready</td><td>Agent finished and produced output (e.g. a variance explanation) ready for human review.</td></tr><tr><td>In review</td><td>Preparer signed off; waiting for one or more reviewer approvals. In Reconciliation tasks — task was automatically resolved (depending on Reconciliation activity settings). </td></tr><tr><td>Changes requested</td><td>A reviewer rejected the task and sent it back for rework.</td></tr><tr><td>Done</td><td>All approvals done.</td></tr><tr><td>Canceled</td><td>Explicitly canceled.</td></tr></tbody></table>

#### Bulk actions

From the main checklist, you can select tasks individually or in bulk to perform a variety of updates, including:

* Assign a **preparer** or **reviewer**
* Subscribe team members
* Change folder
* Assign labels
* Sign-off

#### Creating, importing, and exporting tasks

* **Create** a new task manually using the button in the upper-right corner.
* **Import** tasks from an existing file.
* **Export** the entire checklist as a download to share outside Ledge.

#### Creating an Agent

From any task, you can click **Create Agent** to automate that task using Ledge's Agent Studio. See Section 3 for details.