> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklist Templates

> Admin page for creating and managing reusable close checklist templates that can be copied into financial close periods.

Checklist Templates is an admin page for managing reusable financial close checklist templates, including creating, editing, and deleting template definitions with their associated tasks. Route: `/fa/close/templates`

## Overview

The page loads all checklist templates for the current organization via `useCloseChecklistTemplates`, filtered by a search query. Templates are displayed in `CloseChecklistsTable`. Users can create new templates via `CreateChecklistTemplateDialog`, edit existing ones (by setting `editTemplateId`), and delete templates after confirmation via `useDeleteCloseChecklist`. Tasks within a template are managed via `useCreateCloseTask` and `useUpdateCloseTask`.

## Who it's for

Requires permission: `fa.close.manage`

## Before you start

* You must hold the `fa.close.manage` permission.
* Templates are applied to close periods during period setup (see Close Setup Wizard).

## Steps

<Steps>
  <Step title="Navigate to Checklist Templates">
    Go to `/fa/close/templates`.
  </Step>

  <Step title="Search for an existing template (optional)">
    Use the search input to filter templates by name.
  </Step>

  <Step title="Create a new template">
    Click **New Template** (or equivalent action) to open `CreateChecklistTemplateDialog`. Enter the template name and add tasks.
  </Step>

  <Step title="Edit an existing template">
    Click the edit action on a template row to reopen the dialog with the template's current data.
  </Step>

  <Step title="Delete a template">
    Click delete on a template row. Confirm in the alert dialog to call `useDeleteCloseChecklist`.
  </Step>
</Steps>

## Key concepts

* **`CloseChecklistWithRelations`** — Type representing a checklist template and its associated tasks.
* **`CloseTask`** — Individual task within a checklist template.
* **`useCloseChecklistTemplates`** — Primary data hook; returns templates scoped to the organization.
* **`useDeleteCloseChecklist`** — Mutation hook for template deletion.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/CloseChecklistsPage.tsx
  * src/cores/fa/components/CloseChecklistsTable.tsx
  * src/cores/fa/components/CreateChecklistTemplateDialog.tsx
  * src/cores/fa/types/close.ts
</Accordion>