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The example below reflects a simple hierarchy. At 1, if the users answers Yes, the user is moved to 1.1. If the user answers No at 1.1, the system looks for 1.2. Since there isn't a 1.2, the user is moved to 2.

For more information on creating task responses that will skip to the next task code, see Setting up Task responses .

Or, if 1, the user answers No, the user is moved to 2.

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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 choose an existing task list.
3. Choose 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 choose Use Hierarchy, the task record will be sequentially assigned a hierarchy number.
4. Choose 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.

To set up a hierarchical list

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. To deselect the task, double-click on the task.

Example of task codes that have just been inserted to the list and have been ordered appropriately. No hierarchy has been set up yet.

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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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