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Tasks and task lists can be assigned to service calls, maintenance contracts, and equipment. Assigning tasks to equipment on a maintenance contract will help ensure that maintenance tasks are completed routinely for the equipment. Assigning tasks to an individual record will add tasks to the call in addition to any inherently attached to the equipment.
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Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to any new contract, equipment, or service call. If a task list has any task codes that are inactive, only the active task codes will be assigned. |
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