Run Recurring Close-Style Tasks

Start checklist run drawer for recurring close-style tasks

Start a checklist run for a defined period, capture responses on each checklist item, and complete the run when the work is actually finished.

When To Use This

Use this workflow when you want to start and complete a checklist run for daily, weekly, monthly, quarterly, yearly, or custom close-style work.

Before You Start

  • An active company is selected.
  • At least one active checklist template exists.
  • You know the period dates the run should cover.

Steps

  1. Open Checklist.
  2. Select New.
  3. In Start checklist run, choose the Checklist template you want to use.
  4. Set the run details:
  • Period Type: Daily, Weekly, Monthly, Quarterly, Yearly, or Custom
  • Status: usually start with Draft or In Progress
  • Period Start
  • Period End
  • Optional Notes
  1. Select Start run.
  2. Open the created run from the main checklist table if it does not stay open automatically.
  3. Complete each checklist response item:
  • Enter text for text fields.
  • Choose Yes or No for boolean items.
  • Pick a date for date items.
  • Add optional item notes when the task needs supporting context.
  1. Update the run as work progresses:
  • Use Save run to keep in-progress changes.
  • Use Complete run only when the checklist work is actually finished.
  1. Reopen the run later if you need to review or edit it before completion.

What Happens Next

You have a dated checklist run tied to a specific period and template, with stored responses and a visible status.

  • Starting a checklist run creates a checklist-run record only.
  • Saving responses updates checklist-run fields only.
  • Completing the run changes the run status to Completed but does not create, edit, reverse, or approve a journal entry.
  • If one of the checklist items tells you to post an entry elsewhere in SPRK, that posting must still happen in the separate source workflow.

If Something Looks Wrong

What You See What To Check What To Do Next
You are about to take an action that may affect the result Starting a run with the wrong period dates Confirm the visible company, page, and workflow state before continuing
The result looks ready, but a key check is unresolved Assuming Completed means all related accounting transactions have already been posted Verify the visible SPRK state before continuing
The current page does not fit the task Using a checklist run to replace the actual bill, banking, reconciliation, or journal-entry action Return to the workflow this page supports
The action is unavailable or does not complete Trying to start a duplicate run for the same company, checklist, and period Use the supported prerequisite or correction path first