Checklist Builder

Your checklist.
Your dashboard.

Start from an expert-built template, then customize every task, owner, priority, and phase to fit how your team actually closes. CloseGuard uses your checklist to auto-generate your dashboard layout, close timeline, and live Health Score — tailored to your process, not a generic default.

Step 01
🏗️
Customize Your Template
Pick an expert-built template and tailor every task, priority, owner, and phase to match your team's exact close process
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Step 02
📅
Generates Your Timeline
Tasks organize into a day-by-day close schedule automatically — who does what, and when
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Step 03
📊
Your Custom Dashboard
Your customized checklist becomes the live dashboard — health score, progress tracking, and alerts all built around what you configured
1
Pick template
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2
Customize & map
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3
Close timeline
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4
Dashboard preview
Step 1 of 4
Choose a starting template
Select the template closest to your team's process. You'll customize every task, owner, priority, and dashboard mapping in the next step.
Select a template above to continue
Checklist name
🗂️ Dashboard Section Mapping — the key to how your checklist becomes your dashboard
Tag each task to a dashboard section using the Section dropdown. Just like GL accounts map to P&L categories, your tasks map to dashboard modules — CloseGuard builds the live health score from exactly this structure.
Team roles / owners
Appears in the Owner dropdown on each task
Priority:
Critical
High
Normal
Click the colored square on any task to cycle its priority

Ready to see your close schedule?

CloseGuard organizes your tasks into a day-by-day timeline based on the phase timing you've set — then builds your dashboard from the section tags.

Step 3 of 4 — Auto-generated from your checklist
Your close timeline
Every phase from your checklist maps to a column in this timeline. Your team sees exactly who does what and when — scroll right to see all phases.

See how this becomes your live dashboard

Your section tags pull together to build a real-time health score, phase progress, and per-owner task tracking — all from what you built in Step 2.

Step 4 of 4 — Built from your checklist configuration
Your CloseGuard dashboard
This is exactly what your team sees live. Each section below was built from the tasks you configured and the dashboard section tags you assigned — nothing is hardcoded, it all flows from your checklist.
app.closeguardhq.com/dashboard
Preview — simulated Day 1
Month-End Close Dashboard
Close Period Open
100
/ 100
Close Health Score
All Clear
Dashboard Sections — built from your checklist

Ready to run your close with CloseGuard?

Save your checklist — your tasks, section tags, and owner assignments load directly into your live dashboard. Complete tasks to watch the health score update in real time.

Open Dashboard →