Enhanced interface

|

Close Workspace

Learn about

Close Workspace overview

Close progress monitor

Integration with Collaborate

Close Workspace FAQs

Checklists

Create a checklist for Close Workspace

Edit or view a checklist for Close Workspace

How a close checklist's status and state are determined

Tasks

Edit a task for Close Workspace

Update the state of your task or task assignment in Close Workspace

Task templates

Customize system-generated task templates for Close Workspace

Create a custom task template for Close Workspace

Checklist templates

Create a checklist template for Close Workspace

Add a task template to a checklist template for Close Workspace

Last modified: Aug 11, 2026

© The Sage Group plc or its affiliates (“Sage”) or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.