Hello, I work for an HVAC company, and we are pretty new to Monday.com. I am just looking to see if it is possible to create an automatic checklist for myself that updates and changes based on the date/day of the week. For example. I go through all open jobs every Monday, and I go through open invoices on the 1st of each month, so my question is: How would I create some kind of board/checklist that updates these tasks for me for each date? Thank you!
Hi @bmamrsh06 
Welcome to the Community!
There are heaps of ways to manage recurring and automation of tasks in monday.com! You can create a task in a task board with many different options for the trigger and assigning responsibility, deadlines, etc.
It sounds like you could use a demo in general and have a chat to someone who can give you some food for thought. I’m happy to chat all things monday.com anytime, so give me a shout if you’d like to. My partner was HVAC Engineer for 20 years so I’ll have a fair idea of your workflow requirements in general. 
Peta | Upstream Tech
peta@upstreamtech.io
+613 9067 5611
Chat with Peta
Hi @bmamrsh06 , you can setup task level recurring schedule to solve this in best possible way. I would recommend using app which we released recently - “Schedule Recurring Tasks” . This app will let you set a customized recurring schedule on your individual tasks, so that when time comes new task will be created in your board. You can use this improve your productivity while not cluttering your board by not making all tasks for future dates in one go.
Check out the app here - monday.com: Apps Marketplace
If you want to see the app in action first, checkout the demo here - Schedule Recurring Tasks | Demo