Is this possible? Can someone assist me with the correct way if it is. I would like to create a Workflow that will be run each year to create a task. One custom list has a choice field Yes/No. I have a custom Task List with a related lookup field back to my custom list. What I need is a process/workflow that a manager each year can run to read through the first list and for each record that has a YES automatically create a task and assign to 2 users.
I hope this makes sense. Thanks everyone.