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Creating or modifying a task code

To create or modify a task code throughout the system, use the Task Code Setup window in the Setup menu.
To make unique modifications to a task code for an individual service call, maintenance contract, or quote, you can access the Task Code Setup window through those task windows or anywhere the Task Code ID zoom is available.

Using Task Code Setup

The Task Code Setup window can be used to create new task codes or to edit existing task codes. This window can also be used to change task code information and add subtasks or task materials.

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