We need to track tasks that we perform for each account. we are doing some manually through tasks, now we are doing some via automation - we still need to record them so they show in the TimeLine - BTW, the timeline feature is great!
Thanks, this worked... but to note for others I added several more fields to fill out the activity for it to show up and record what I wanted.
I wanted the nice activity notification to appear like it does for a Task so I also went a step further. I left the Activity.Status field as "Not Started", added on a 2 sec timer and then closed the Activity by setting the Activity.Status = Completed. This gives the user a notification letting them know when the process is completed, records the activity and closes the process automatically. I do this added work for notification because the process varies in time, but the user needs to get a note while their waiting.