Duplicate Tasks in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to duplicate tasks in job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To duplicate a task in a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the task that you want to duplicate.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the task that you want to duplicate and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
6. Highlight the conversation with the task that you want to duplicate.
7. In the right pane, click Open the context menu for task card and select Duplicate task.
8. In the Duplicate task dialog box, select the applicable copy method and the corresponding check box if you want to include the briefing and the tags.
9. Click OK.