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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 Task List.

5. Use the lookup to select a Task List ID. Zoom on the Task List ID and the Task List Maintenance window will open. 

   Note
   Unlike Maintenance Contracts, a service call may not automatically have equipment assigned to it. You can add task lists to equipment for the service call in the Add Task List window.

6. If you want to assign the task list to a piece of equipment and sublocation, complete the Equipment ID and Sublocation ID fields.
7. Select Save.
8. The total hours of all tasks entered display in the Total Task Hours field at the bottom of the Service Call Tasks window. Select Save to schedule the service call. After saving the service call, the estimated hours for the appointment will calculate per the total task hours for all equipment and will display in the Total Appointment Hours field. Total task hours and appointment hours should be equal.

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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  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  When it is more convenient, you can also copy the task list directly from the record.

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