How do I create an Automation to Create a Task based on the Completion of a Previous Task?

This Event-based Automation will automatically create a new Task once a Task of a different Type has been completed.

Prior to setup, create your custom Task Types.


  1. Choose the "Event based" trigger type
  2. Select the "Task" trigger record
  3. Choose when the record type is "Created or Modified"
  4. Select +Add Condition
    1. If "Is Complete" is equal to "True
  5. Check the box next to "Only if Is Completed is modified"
  6. Select +Add Condition again
    1. If Task Type is equal to "[Select appropriate Type]"
  7. Check the radial for "Require all conditions to be true"
  8. Select +Add Action
  9. Choose the "Create Task" action
  10. Create your Task (giving it a Type that is different from the triggering Task's Type) and choose the assignees, then click "Save"
  11. Save the Rule when you are finished

Automations Event - Recipe 04

Automations Event - Recipe 04 Action


Note: Do not create an Automation in which the Condition and Action contain the same Task Type without some other Condition(s) being included, as well. Doing so will create an "Automation Loop".