Copy Tasks

You can copy a task, and its corresponding comments and time accounting information, in the workflow.

  1. Right-click a task on the Workflow panel.
  2. Click Copy from the context menu.

Copy Task from the Context Menu

The Copy: Task panel opens.

Copy Task Panel

  1. The Assigned To field populates automatically, but can be changed. Remove the current login ID and use the Lookup for Responsible User Id icon to assign a new inspector or employee.
  1. Use the appropriate lookup icon to assign a Department Code, Division Code, Hearing Type, or Discipline Code to the task.

NOTE: The Result Code, Task Complete Date, and Task Complete By fields are used to mark the task as complete. See Complete a Task for more information on completing tasks.

  1. Select the check box next to Comments and Time Accounting to copy any comments or time accounting information attached to the task.
  2. Click Save.

The copied task is inserted into the same milestone as the original task.

NOTE: See Edit a Task for information on editing information on a task.