BlackLine’s Task Management module provides a configurable, web-based platform for all the task lists that companies track and manage. Some of the types of task lists commonly incorporated into the Task Management module include:

• Month-end close, both corporate and departmental
• Auditor PBC lists
• Operational checklists
• Exception handling and research
• Tax filings
• Compliance controls
• Recurring journals

As part of BlackLine’s Financial Close Suite, the Task Management module incorporates built in workflow that allows assignment to different people and departments across multiple locations. Task dependencies, certifications, and email notifications ensure that each task is on track and deadlines are established, communicated, and met. Real-time dashboards and robust reporting capabilities give management immediate visibility into completed and outstanding items.

Key Features

• Configurable task dependencies guarantee correct sequence and roll-up of related activities.
• Online document repository stores and protects all attachments associated with the completion of a task in a view-only format.
• High level of configurability allows the creation and coexistence of many different types of task lists.
• Real-time notifications alert users to pending tasks and keep the process moving.
• Global time zones are supported with flexible due dates, calendars and holidays, eliminating the difficulties caused by geographic differences.

Key Benefits

• Gain visibility into operational processes with comprehensive real-time dashboards and reporting.
• Create efficiencies with centralized, organized task lists.
• Realize better communication between individual users and across business units.
• Reduce reliance on manually maintained spreadsheet lists.
• Facilitate auditor interaction.

BlackLine’s multi-purpose Task Management module automates and streamlines many day-to-day activities and processes within the company, adding value by freeing managers and staff to focus on execution.