Hi all -
In my company we created a custom object - Meeting Notes. As part of meeting notes, users capture action points arising.
I want the users to be forced to create new Tasks to ensure they assign and schedule these action points at the point they are making the Meeting Note. This is not an automation in that the task is not necessarily cookie-cutter and will need user input to the task and dates; I simply want a dialogue/entry screen to open when the meeting note is first created (not when when edited) to nudge them to capture action(s) Task(s) straight away.
The task needs to include related object information from the custom object ideally:
- related lead
- related account
- related contact
- related opportunity
All of the Trailhead flow instructions I have found seem to entail generating new tasks automatically in a standard way in the background which is not what I want to do.
My research around other fora has turned up a blank.
Can anyone assist?
Davis Johnson (SolomonEdwards) 
Forum Ambassador
You could navigate this functionality by writing a screen Flow for Task creation. On the Meeting Notes record detail page, the Flow would be conditionally visible only until the Flow itself has been run (you would use a checkbox on the Meeting Notes object to tell if a user has created tasks with your Flow or not).
If you really want this as "in the user's face" as possible, you could also opt to launch the Flow in a modal which will force them to take action to either complete a task log of eliminate the window (meaning the next opening will re-prompt the Flow). Here is an app exchange listing for launch Flow in Modal: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMYinUAH
