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…

Template Checklist in Item Views for Recurring Process

galalon1 (Gal Alon) December 28, 2021, 4:19pm 4

A checklist tab or a “fixed” pinned update with a checklist template for every new item would be great

1 Like

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