Setting up Task List Hierarchy

The ability to create hierarchically structured task lists has been added. Each task list will still be comprised of tasks and subtasks, but instead of simply ordering the tasks within a task list, you have the option to hierarchically order them as well as have levels within the tasks.

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 inactive task codes, only the active task codes will be assigned.

The example below reflects a simple hierarchy. At 1, if the user answers Yes, the user is moved to 1.1. If the user answers No at 1.1, the system looks for 1.2. Since there isn't a 1.2, the user is moved to 2.

For more information on creating task responses that will skip to the next task code, see Assigning Responses and Response Types to a Task.

Or, if 1, the user answers No, the user is moved to 2.

Topics

Enabling Task List Hierarchy

A Use Hierarchy checkbox has been added to the Task List Maintenance window.

1. Go to Microsoft Dynamics GP > Tools > Setup > Signature Service > Lookup Setup > Tasks > Task List.
2. In the Task List Maintenance window, enter a new task list, or select an existing task list.
3. Select Use Hierarchy to enable the use of hierarchy within this task list. This will enable the level arrows to the right of the window. If you open an existing task list and select Use Hierarchy, the task record will be sequentially assigned a hierarchy number.
4. Select Tasks to access Task List Detail to set up the task hierarchy.
   • If you chose an existing task list in the previous window, the tasks will automatically be numbered sequentially.
   • If you are setting up a new list, you must insert the appropriate tasks. As you insert them, they will be numbered sequentially. You can use the Order buttons to move the tasks up or down rows in the list. Additionally, if you need to insert a task above a task that has been inserted, simply highlight the task on the right, insert the task from the left, and the new task will be above the highlighted task.

Setting up a Hierarchical List

If you chose an existing task list in the previous window, the tasks will automatically be numbered sequentially.

If you are setting up a new list, you must insert the appropriate tasks. As you insert them, they will be numbered sequentially.

You can use the Order buttons to move the tasks up or down rows in the list. Additionally, if you need to insert a task above a task that has been inserted, simply highlight the task on the right, insert the task from the left, and the new task will be above the highlighted task. To deselect the task, double-click on the task.

Example of task codes that have just been inserted to the list and have been ordered appropriately. No hierarchy has been set up yet.

Moving a Hierarchy Level

To move task code A2 to a child level directly below A1, select the A2 code row, and then select the bottom Level button once to indent one level. To move A3 to be indented below A2, select A3 and select the same Level button two times to indent two levels. The hierarchy level numbers will update accordingly.

If you move an active code so that it is a child of an inactive task code, the task code will become inactive for this hierarchal task list only. Inactive task codes are indicated with a red indicator.

Moving a level that has child levels below that will also move and change the hierarchy levels for the child levels. For example, if task code A2 is now moved to the left, the child level A3 will also be moved.

Removing a Hierarchy Level

If you select to remove a level that has child levels below it, you will receive a message indicating that the dependent levels will be removed and ask if you want to continue. If you select to continue, the levels are removed and the task hierarchy is recalculated.

Reordering a Hierarchy Level

Reordering your hierarchy list by using the Order buttons will move the level up or down in your task list. If the task that you have selected has any child levels below it, they will also move with the parent.

The ability to order, insert, and remove a task from a hierarchical task list has been disabled in Contract Task Maintenance and Quote Task Maintenance. Additionally, the ability to remove a task from a hierarchical task list has been removed from Service Call Tasks and Service Call Tasks - Lists. In the Service Call Tasks - Tree, the ability to remove a task within a hierarchical list has been disabled. However, you can remove an entire hierarchical task list from this window.