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The ability to create hierarchically structured task lists has been added. Each task list will still be comprised of tasks and subtasks, but instead of simply ordering the tasks within a task list, you have the option to hierarchically order them as well as have levels within the tasks.

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Enabling Task List Hierarchy

A Use Hierarchy checkbox has been added to the Task List Maintenance window.

1. Go to Microsoft Dynamics GP > Tools > Setup > Signature Service > Lookup Setup > Tasks > Task List.
2. In the Task List Maintenance window, enter a new task list, or select an existing task list.
3. Select Use Hierarchy to enable the use of hierarchy within this task list. This will enable the level arrows to the right of the window. If you open an existing task list and select Use Hierarchy, the task record will be sequentially assigned a hierarchy number.
4. Select Tasks to access Task List Detail to set up the task hierarchy.
   • If you chose an existing task list in the previous window, the tasks will automatically be numbered sequentially.
   • If you are setting up a new list, you must insert the appropriate tasks. As you insert them, they will be numbered sequentially. You can use the Order buttons to move the tasks up or down rows in the list. Additionally, if you need to insert a task above a task that has been inserted, simply highlight the task on the right, insert the task from the left, and the new task will be above the highlighted task.

Setting

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Up a Hierarchical List

If you chose an existing task list in the previous window, the tasks will automatically be numbered sequentially.

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Moving a Hierarchy Level

To move task code A2 to a child level directly below A1, select the A2 code row, and then select the bottom Level button once to indent one level. To move A3 to be indented below A2, select A3 and select the same Level button two times to indent two levels. The hierarchy level numbers will update accordingly.

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Removing a Hierarchy Level

If you select to remove a level that has child levels below it, you will receive a message indicating that the dependent levels will be removed and ask if you want to continue. If you select to continue, the levels are removed and the task hierarchy is recalculated.

Reordering a Hierarchy Level

Reordering your hierarchy list by using the Order buttons will move the level up or down in your task list. If the task that you have selected has any child levels below it, they will also move with the parent.

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