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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Lists. The Task List Maintenance window opens.
2. Enter a new task list ID number and fill out all the fields in the window.
   • Task List ID
     Enter a Task List ID.
   • Description
     Enter a description for the task list. This will vary depending how you have decided to organize your tasks into lists. The task list description may state a type of service, a level of service, an equipment type, or a combination of these classifications based on the purpose of the tasks it contains.
   • Protected List
     Mark this box if you would like this list to be password-protected. Protected lists cannot be modified when added to a contract, quote, or service call. This would assure that all tasks and subtasks are maintained and completed together.
   • Use Hierarchy
     Mark this check box if you would like to set up your task list in a hierarchical list. See Using Task List HierarchySetting up task list hierarchy for more information.
   • Task List Type
     This field is used to further classify task lists but is currently not functional.
   • Frequency
     Choose how often this task list should be performed.
   • Schedule
     Choose when this task list should be scheduled.

   • System, Major, Sub 1 - Sub 4
     These fields are used when assigning maintenance tasks to pieces of equipment. This information is useful for reference and sorting. For examples of use, see About system, major, sub 1, 2, 3, and 4. 

     Note
     Once a list is marked as a Protected List, all setup fields will be disabled and you will be unable to add or remove tasks or subtasks from the list. Be sure to add all tasks and subtasks and complete all setup for the new task list before checking the Protected List box.

     When you have entered all the information for your new task list, use the Tasks button to add tasks to the list. The Task List Detail window opens. Use the task code lookup information to search for the task codes you want and Insert them into the list.
     
     To create new tasks for your list, view the section Creating or modifying a task codesee Setting up task codes.

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Using task code lookup

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