Financial Documents Template

No more rummaging round hard drives and inboxes for key financial docs – keep them all in one place with this template! is a great way to store important files for people to access publicly, or on an invite-only basis. This project is private which means only people who you’ve invited will be able to see it.

Take a look at the embeds section. You’ll see a range of financial documents for your team to access.

You can discuss these with everyone who’s part of the project in the discussion page.

You can then create tasks for any action items you or your team need to take a round these documents.

What does this template include?

Project details
Tasks x 0
Custom task statuses x 0

Use this template

Once you have an account you’ll see this template in the “Template Gallery” section of your account. Click the button below to create your account and use this template: