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I am very new to SharePoint Designer and have a requirement to create a workflow using SP Designer (this will be my very first workflow using designer)

There are 2 Default SharePoint List

  1. Custom List
  2. Task List

Requirement is when an item is created in List (1) the workflow should trigger or Start a Task from the Task List (2).

Can someone enlighten me on how to achieve this?

More Info


I have already created a Custom List as "A" And a task List as "B" what am trying to achieve here is when an item is created in Custom List "A" it should start a workflow and use the Task List "B" I started to follow the steps from the link you gave me and now wondering where in the workflow do i specify/ point the "Task List B"

Any help will be highly appreciated. Thank you

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Create a custom list workflow and add workflow action to start task a task in Task list. Refer below for more details:

https://docs.microsoft.com/en-us/sharepoint/dev/general-development/understanding-task-actions-in-sharepoint-designer

  • I have already created a Custom List as "A" And a task List as "B" what am trying to achieve here is when an item is created in Custom List "A" it should start a workflow and use the Task List "B" I started to follow the steps from the link you gave me and now wondering where in the workflow do i specify/ point the "Task List B" – jandrews09 Sep 21 '18 at 21:26
  • Go to workflow settings and there you have the option to associate history and task list. – Deepmala Sep 23 '18 at 21:07
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  1. Choose the action create list item. After adding that, it would look something like this: Create item in this list (Output to Variable: create)
  2. Click on "this list" and select your Task list under the "Data source".

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