Using the Copy Task List window, you can create a new task list by copying an existing active task list. 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.

Only active task lists can be copied. Task lists that have been marked inactive cannot be copied. If a task list has any inactive task codes, only the active task codes will be copied to the new task list.

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

To copy a task list:

In the Copy Task List window, complete the following fields, as necessary.
- Source
  Select Task List ID, Contract Task List ID, Service Call Task List ID, or Quote Task List ID for the source task list.
- Customer ID, Location ID, Contract Number / Service Call ID / Quote Number, Equipment ID:
  The Location ID and Equipment ID default from the records you select.
  - If the source is a contract task list, select a Customer ID and Contract Number.
  - If the source is a service call task list, select a Service Call ID. It is not necessary to select a Customer ID first unless you want to filter the service calls in the lookup data.
  - If the source is a quote task list, select a Customer ID and Quote Number.
- Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
  Select the source task list that you are copying, depending on which source type you have selected.
- Protected List
  This checkbox pertains to the task list you chose and is display-only on this window.
- New
  The type of task list you are creating. This will default as the type of list you are copying, but it can be changed.
- Customer ID, Location ID, Contract Number
  Enter customer, location, and service call information defaults for the new task list.
- Equipment ID, Contract Task List ID, Description, Task List Type
  Complete these fields for the new task list.
- Start Task Schedule based on first available service date
  Mark this checkbox if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. For instance, if the tasks are to be performed every Monday, but the soonest available appointment is a Wednesday, marking this box will cause the first appointment to be scheduled on Wednesday. Appointments will then be scheduled on Mondays from that point on. This is useful if the customer needs an initial inspection or service right away as part of their contract.
- Control Frequency and Schedule
  Select whether to control the frequency and schedule of the tasks assigned to this list.
- Frequency, Schedule
  If you mark the Control Frequency and Schedule checkbox, enter a frequency and schedule.
  To keep the existing task schedule of the source task list when copying within the same contract and contract period, leave this checkbox empty.
Select Copy.