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Using the Copy Task List window, you can create a new task list by copying an existing one. You can use task lists, contract task lists, service call task lists, or quote task lists to create any other type of task lists.
You can use the Copy Task List utility at Microsoft Dynamics GP > Tools > Utilities > Service Manager > Copy Task List to copy task lists from one record to another.
When it is more convenient, you can also copy the task list directly from the record.

Opening the Copy Task List window from a service call

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the History indicator.
3. Double-click a service call and select Tasks.
4. Select Copy Task List. The Copy Task List window opens.

Opening the Copy Task List window from a quote

You must own the Maintenance Contract Quote module to complete the following steps.

1. Select Cards > Service Management > Service Manager.
2. Select a customer that has a contract quote and select the Quote indicator.
3. Select Coverage.
4. Select Task List. The Copy Task List window opens.

Opening the Copy Task List window from a contract

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select the Coverage button.
4. Select the Task Lists button to open the Copy Task List window.

Copying a task list

Any task list can be copied over to create a new task list for a service call, quote, or maintenance contract.

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