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  1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Scheduled Maintenance > Task Groups.
  2. Enter a Task Group ID and Description.
  3. Select Add Task to open the Service Management Task Code window where you can choose select a task. You can add a stand-alone task more than once. Subtasks appear after the main task.
  4. Select Add Task List to open the Service Management Task Lists window where you can choose select a task list. You can add a task list only once.
  5. If you choose select the Tree View radio button, you can use the Expand button to view the tasks and task lists to the subtask level. In the tree view, tasks will remain in the order they are entered in the task group. Task lists show alphabetically. You can use the Remove button to delete tasks and task lists from the task group. Subtasks are removed with a task and all tasks on a task list are removed with a task list.
  6. Use the Copy button to create a new task group ID based on an existing one. In the Copy Task Group window, enter a new task group ID and description. Select Copy.
  7. Use the printer button to print the Task Group List report.
  8. Select Save.