For each task, we have an SOP (standard operating procedure). This allows the user to complete a general task with a specific procedure. We currently use google docs and Trello. The “Updates” tab in the Items View (the details for each pulse) works quite well for this. It has many formatting options and checklists, screenshots, etc that make a very nice SOP. However, due to the lack of creating recurring or repeating tasks in Monday.com, I have to resort to copying each task. Copying a pulse without the Updates removes our SOP. Copying a pulse with Updates included copies the updates with the checklists already checked. This is an issue as the checklist should be unchecked for the task to be repeated again.
It would best to have another tab that can be a checklist tab or description tab in the Items View. One that is unchecked when a pulse is duplicated.
We have several tasks that are repeated monthly, weekly, etc. For example, request feedback from buyers at the end of the month. We have a SOP for our employees on how to do that. If that SOP lives with the tasks inside the Item Views, it makes this entire process more streamlined and more transparent. I have explored other solutions such as creating a template group and duplicating that every month, week, etc and also at subitems but that doesn’t have as much control or for easy in-line screenshots. This would be a killer feature. Won’t have to rely on Google Docs, Trello, or Process Street.
Please add this “description” or “checklist” tab to Item Views Center. Or at least add a simple way to clear the checklist in Updates once the pulse is duplicated.