Convert a Task To a New Job

Use the Tasks submodule to convert tasks to new jobs.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To convert a task to a new job:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the task that you want to convert to a new job.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task that you want to convert to a new job and click Task Settings on the tab toolbar.
  6. On the Task card, click the Basic Settings tab, then click Context Menu > Convert Task to a New Job.
  7. In the Convert Task to a New Job dialog box, specify the required information and click OK.