You use this program to view all task groups defined against all your companies and to copy one or more task groups to one or more companies.
This listview is displayed when you select the List Task Groups function from the Copy Task Group screen. The function is only displayed if you have indicated that tasks must be defined at company level (->->->)
The listview displays the task groups defined for each company.
The information displayed includes the Company code and the task group description.
The Copy icon enables you to copy the highlighted task group to a number of other companies.
This screen enables you to indicate the companies to which you want to copy a specific task group.
| Field | Description |
|---|---|
| Company selection | Indicate the company(ies) to which you want to copy the task group. |
| Company | Indicate the company to which you want to copy the task group if you selected to copy the task group to a single company or a list of companies. |
| Companies | This indicates the list of the companies to which you want to copy the task group. |
| Add | Add the company code you entered in the Company field to the list of companies to which you want to copy the task group. |
| Remove | Remove the highlighted company from the Companies list. |
| Clear All | Remove all companies from the Companies list. |
| Copy | Select this to copy the task group to the selected company(ies). |
| Cancel | Select this to return to the listview without copying the task group. |
Task groups can only be copied between companies if they are defined as being company-specific (see Personalize).
Copy a single task group
From the listview pane of the List of Task Groups program, highlight the task group you want to copy.
Select the Copy to Company option from the Edit menu.
Alternatively, select the Copy icon from the toolbar.
Define the company(ies) to which you want to copy the task group.
Select the Copy function to copy the task group to the selected company(ies).
Copy a number of task groups
From the listview pane of the List of Task Groups program, use the CTRL key and your mouse button to highlight all the task groups you want to copy.
If you want to copy all task groups, you can use the Shift key together with your mouse button to select all task groups.
Select the Copy to Company option from the Edit menu.
Alternatively, select the Copy icon from the toolbar.
Define the company(ies) to which you want to copy the task groups.
Select the Copy function to copy the task groups to the selected company(ies).