Create a New Task from an Existing Task
You can base a new task on an existing task.
To create a new task from an existing task:
- From the Navigation menu, click .
- On the Project hubs form, open the project record.
- Open the phase that contains the task.
- Click New and select Copy Task from....
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On the Create Task From dialog box, select
Existing Project from the
Copy From field and make the following selections:
- Click Search in the first Project field to open the Project lookup and select an existing project with phases.
- Click Search in the second Project field to open the Phase/Task lookup and select a phase.
- Click Search in the third Project field to open the Phase/Task lookup and select the task on which the new task will be based.
- Complete the remaining fields on the Create Task From dialog box and click OK. DPS closes the dialog box and copies the task details into the record.
- Enter a unique name and number and modify other task information on the tabs of the form.
- Click Save.