Checklist assignments

Assignments are necessary to track your internal process with checklists. Use assignments to track activities around a General Ledger close or other nonfinancial tasks, such as adding a new supplier.

When you assign a task to a colleague, Sage Intacct sends an email to that person. The email includes the assignment with its due date information. The email also includes the associated checklist information only if a checklist is selected for the assignment.

In this section: