Creating Task Groups

Task groups are a collection of tasks and task lists that are created in Service Management. You must have Service Management installed on your client to use tasks and task lists to create a task group. Task groups are used as templates to easily add a group of tasks and task lists to a maintenance type or a scheduled maintenance record.

Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to equipment, service call, or scheduled maintenance. If a task list has any task codes that are inactive, only the active task codes will be assigned.

To create a task group:

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Scheduled Maintenance > Task Groups.
2. Enter a Task Group ID and Description.
3. Select Add Task to open the Service Management Task Code window where you can select a task. You can add a stand-alone task more than once. Subtasks appear after the main task.
4. Select Add Task List to open the Service Management Task Lists window where you can select a task list. You can add a task list only once.
5. If you select the Tree View radio button, you can use the Expand button to view the tasks and task lists to the subtask level. In the tree view, tasks will remain in the order they are entered in the task group. Task lists show alphabetically. You can use the Remove button to delete tasks and task lists from the task group. Subtasks are removed with a task and all tasks on a task list are removed with a task list.
6. Use the Copy button to create a new task group ID based on an existing one. In the Copy Task Group window, enter a new task group ID and description. Select Copy.
7. Use the printer button to print the Task Group List report.
8. Select Save.