I have never used Monday before and things are confusing. So hopefully this all makes sense and can be done.
I would like to create a to do list to keep track of product creation, this needs to be done by customer.
For example I would have tasks such as receive recipe from R & D, request packaging quotations from supplier, etc etc. these will all be common to each epic, but would need to be able to be adjusted based on the epic it has been assigned to. So for example one epic might be labelled Dog food and another would be labelled Cat food. So I would want to put a note in the task receive recipe from R & D for the dog food to say it has been delayed and a note in the receive recipe from R & D for the cat food to say recipe received. but each needs to be individual and the notes should only show up when the associated epic is clicked on.
This would all need to be repeatable over a multiple Epics etc.
Welcome to Monday.com! It’s totally possible to set up what you’re describing—a to-do list for product creation with tasks that are unique to each Epic (like Dog Food or Cat Food). Here’s how you can achieve it:
1. Set up your Board Structure
Create a board for your product creation workflow.
Use Groups for your Epics (e.g., one group for Dog Food, another for Cat Food).
Add tasks (like “Receive recipe from R&D,” “Request packaging quotations from supplier,” etc.) as items within each Group.
2. Add Customizable Columns
Use Text columns or Updates section to capture notes for each task (e.g., “Recipe delayed” or “Recipe received”).
If you need to track dates, add Date columns for task-specific deadlines.
3. Make it Repeatable with Templates
Create a template group with all your standard tasks and their associated columns.
Whenever you start a new Epic, duplicate this template group and rename it to match the new Epic (e.g., Dog Food, Cat Food).
4. Use Subitems for More Detail (Optional)
If a task has multiple steps or needs detailed tracking, use Subitems.
For example, under “Receive recipe from R&D,” you could have subitems like “Follow up with R&D,” “Review recipe,” etc.
5. Set up Filters or Views for Easier Navigation
Use Filters or Dashboards to focus on specific Epics or tasks.
For example, you can filter the board to only show items in the “Dog Food” group.
6. Automate Updates for Efficiency
Use Monday.com’s Automations to streamline repetitive actions. For example:
Automatically notify you when a task is completed.
Change the status of a task when a condition is met (e.g., “Recipe received”).
7. Track Notes Per Epic
The Updates section on each item is perfect for storing notes. Each task’s notes will stay tied to that specific Epic and will only show when you click into that task.
Example Workflow:
Create a new group for an Epic (e.g., “Dog Food”).
Duplicate the template group and rename it to match the Epic.
Add or adjust tasks as needed.
Use the Updates section to add notes or status changes for each task.
Summary
Yes, this can be done in Monday.com! The platform’s flexibility allows you to structure tasks by Epic, customize notes, and repeat workflows with templates. If you ever need help setting up automations or templates, the Monday community is always here to help.
Thank you for your reply, can you please supply me with an example of your feedback. I think I have created it as you have suggested, but just want to work through it visually. also I am unable to find the update section you have talked about.
I have added a screenshot showing my current set up.