If some jobs in a Tasks are similar, or if you need to assign the same task to multiple people, you can copy a task and edit it within a job in order to save time. Follow these steps:

Note: Access permissions to manage Jobs/Tasks are set up by the system administrator so if you cannot add/edit/delete Jobs/Tasks, please see your system administrator.

1. From the Portal Page, click Project on the Office 4 menu.

   The Project List window appears.

2. From the Group drop-down menu, select the group with the task detail you want to copy.

3. Click the project containing the task detail you want to copy.

   The Jobs/Tasks list window appears.

4. Click the Plus symbol (+) in the box next to the job to "expand" the information to show you the task you want to copy.

   The Jobs/Tasks list window appears with the tasks displayed of the job you selected.

   If there is no task registered under the job, “No Task” will be displayed.

5. Click a task detail to copy.

   The Edit Task Details window appears. (See Edit Task Details for a step-by-step guide on how to make changes to the copy.)

6. Click Copy.

   The Jobs/Tasks list window appears with a copy of the task detail you selected.