Automation Recipes
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      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.

      Recipe:

      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 "True" 
      5. Check the box next to "Only if Is Completed is modified"
      6. Select +Add Condition again
        1. If Task Type is  "[Select appropriate Type]"
      7. Check the radio 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 Automation when you are finished



        Automations Event - Recipe 04 Action

       

      Note:

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