Seamless organization
Tired of losing important documents in email threads? This PBC audit list template is your one-stop shop for document storage. Import your files and sort them with our simple folder structure.
Clear prioritization
Is your team unsure of where to start? With Wrike, you can clearly label documents by urgency level and assign tasks to team members to automatically notify them of their responsibilities.
Increased visibility
Fed up waiting for updates? Use the PBC audit list template to track the status of multiple documents at a glance. View regular reports to ensure the audit process is running smoothly.
This template helps clients prepare the checklist of documents required by their auditing firm. They can use it to store, categorize, and monitor this documentation before sending it to the auditors.
Wrike’s PBC audit list template includes a pre-built dashboard, report, calendar, and workflow to help you monitor document status, urgency, and due dates. It also includes custom fields and a sample folder structure.
All you need to do is enter your business email to get started. Don’t have a Wrike subscription? Sign up for your free two-week trial today.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “PBC Audit” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “PBC Audit“ template, feel free to reach out to the Wrike support team.