Audit Preparation template
Evidence requests, walkthroughs and fieldwork on one timeline, with each request owned, dated and tracked from Requested to Accepted.
Finance and compliance teams preparing for an external, internal or regulatory audit.
- 4 views
- 10 fields
- 5 groups
- 14 sample tasks
- 1 milestone
- 17 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 2 automations
Request list · Table view · opens first
What's included
An audit as a plan: the request list arrives, evidence is gathered per control area, walkthroughs and fieldwork follow the evidence, and findings get remediation owners. Each request has a control area, an auditor reference, a due date and a workflow from Requested through Gathering and Submitted to Accepted, with Query raised as the state that needs attention. The dashboard shows what is outstanding by area and what is late, which is the daily audit stand-up in one screen.
Views
- Request list (Table)
- By status (Board)
- Timeline (Gantt)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Auditor referencecustom
- Control areacustom
- Evidencecustom
- Findingcustom
Groups
- Planning
- Evidence
- Walkthroughs
- Fieldwork
- Findings
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Upcoming milestones
Automation
- Notify when a task becomes overdue
- Raise impact when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Requested
- Gathering
- Submitted
- Query raised
- Accepted
17 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Audit planning meeting and request list receivedPlanning · feeds 6 tasks
- Revenue contracts sample and recognition memosEvidence
- Revenue process walkthroughWalkthroughs
- Substantive testingFieldwork
- Draft findings and management responsesFindings · feeds 2 tasks
- Remediation: quarterly access recertificationFindings
Delay Audit planning meeting and request list received and Depentra shows the 13 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Audit Preparation
Use the Audit Preparation template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 4 views are ready. Available on Standard and above.