Monthly reoccurring subtask for existing story Edited

Hello,

Had a question. Every month one of our sales rep has to create a sub-task for an existing story.

How could I be able to build a scheduled (1st of the month) sub-task and link it to an existing story?

Additional question, in the summary how can I have it display "Please do report for (current Month) (current Year)" with Month and Year being populated automatically?

Thanks, love the product!!!!

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