Automatically create tasks via custom Triggers or Process Builder.


Create a new Process in Process Builder

  • Add Object
    - select any criteria suitable for the situation, e.g. when a record is created
  • Add Criteria
    - enter conditions or formula - or just execute
  • Add Immediate (or scheduled) Action
    - Action Type: Apex
    - Apex Class: Add Checklist Tasks
    - Set Apex Variables
    -- Field: ids
    -- Type: Field Reference
    -- Value: The Id of the record


Process Builder Add Action

Then, activate the Process.