How can I add Tasks to a Custom Record so the user can add and view tasks from the custom record?

AI generated answer (using internal Slack threads):

To add Tasks to a Custom Record so the user can add and view tasks from the custom record, you can follow these steps: 1. Create a custom record that will act as the parent of the task records. Add all the necessary fields to this "Parent" record, including a date field and a "Status" field. 2. Add a custom field to the task record that is a list/record field and select your custom parent record as the list. Make sure to mark "Record is Parent". 3. Set up a "template" of sorts. Create one instance of the customer parent record and set the status to "TEMPLATE" or something similar. 4. Create all your tasks associated with this "TEMPLATE". Assign them to you as the Admin or create a new user called "Template". This is to distinguish these tasks as ones that don't need to get completed because they are part of the template. 5. Create a saved search on your custom record where Status = TEMPLATE. Use this saved search as the basis of a scheduled workflow. 6. Use the Create Record action to make a new instance of this record and set all the fields accordingly. Make sure to set the Status to "NEW" or "TASKS GENERATING" or something that is unique to know it's NOT a template, but DOES need tasks created. 7. Create a second saved search of all Task records assigned to "Template" and use it as the basis of a second scheduled workflow. 8. Use the create record action again to create a new task record for each existing "Template" task, but set the fields correctly for Assigned To, Start Date, etc. Also be sure to set the Custom Parent Record field on these to be the new Custom Record you just created in the first workflow above. This process will allow you to create a checklist of tasks that can be viewed and added from the custom record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******