Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Create new follow up task on another task completion

Here is our approach to create new follow up task on another task completion

Our Assumption 

1. We assume that you want to create new follow up task on another task completion

Approach 

We've given the steps to create new follow up task on another task completion

1. Create workflow on another task completion

1.1 Tap on Settings icon

1.2 Tap on "Workflow Rules" under AUTOMATION 

1.3 Tap on "Create Rule"

1.4 Fill all mandatory  fields as mentioned in the image and tap on Next

1.5 Choose "On a record action"

1.6 Choose the following  as mentioned in the image and tap on Next

1.7 Choose the following  as mentioned in the image and tap on Next

1.8 Choose "Function" for Instant Actions 

1.9 Tap on "New Function"

1.10 Choose "Write your own"

1.11 Give Function Name as mentioned in the image

1.12 Tap on "Edit Arguments"

1.13 Choose Param value as mentioned in the image and tap on Save

1.14 Copy  and paste the below Code Snippet and tap on Save

1.16 Tap on "Save"

Code Snippet 

Related Community Question

 Trigger task when Specific Task is completed? | Link

We want to automatically create "Task B" immediately after "Task A" is marked as "Complete". Can this be done without using a a field value to trigger it?