📊 Asana for Finance: Save time on your month-end close

English Forum How Asana uses Asana videos
1

Happy Tuesday everyone :wave: Check out this ‘How Asana uses Asana’ video and post on Asana for Finance: Save time with your month-end close :bar_chart:: from our very own Stephanie Chun, Head of Financial Planning.

:orange_book: If you want to learn more about leveraging Asana to optimise your Financial team’s processes, check out these additional resources:

:arrow_heading_down: Let us know below if you have any other tips for saving time on your month-end close process! :bulb: If you have any questions for Stephanie or other Asana users, feel free to comment below also!

9 Likes
2

I was just thinking about this!

2 Likes
3

Las plantillas me parecen una herramienta muy interesante y sobre todo los paneles para dar seguimiento. Ahira bien, tengo la duda sobre como miden el tiempo de cada tarea. Sls

4

Can you please provide instructions on how to get the due dates to populate based on deadlines relating to business days pre and post month end?

5

Hi @Casey_Southall , apologies for the delay. Wishing you a happy new year! This article will help you in setting automatic due dates in a template.

6

Hello. Please direct me to a Month End Close Template. There are only four templates on the Finance Templates page, and none of them are Month End Close and none are a substitute for a Month End Close Template. (I also wish there were a Cost Benefit Analysis Template.) Thank you.

7

Is there an available template for this? Also, what plan is required to have this type of setup? It doesn’t look like this is available from Starter.

8

Welcome, @Joshua_Fredericks,

I don’t believe there’s a template available.

Regarding the Starter plan, it offers some but not all features shown in the video. You can check at Asana Pricing | Personal, Starter, Advanced, & Enterprise plans • Asana.

Thanks,

Larry