What's it for:
Task Groups group tasks together so that you can easily select a group of tasks for a workorder item without having to type it out. This saves having to type out for every workorder common tasks that occur for service.
How to access the Task Group entry screen:
Access Task Groups from the service workorder item sub-grid Tasks jump button
How to create a Task Group:
There are two ways to create a new Task Group:
1. Have no Task Group selected and than click on the Task Group jump button to open up an empty and new Task Group entry screen.
Note that the creation date and time is entered into the Task Group Name field as a “holder”. You can of course edit the name to whatever you wish
2. Or if there is a Task Group selected, when you click on the Task Group jump button it will open up that Task Group for viewing and editing
Than just click on the Save & New menu button to open up an empty and new Task Group entry screen.
Again, note that the creation date and time is entered in the Task Group Name field just as a “holder”. You can of course edit the name to whatever you wish.
Individual selectable tasks are listed in the column on the left – the “selectable tasks” grid. Do note that inactive tasks will continue to display here.
Tasks that are selected for the Task Group display on the right side – in the “selected tasks” grid. Again, even if an individual task is set to inactive, it will continue to display here.
Individual tasks are created by selecting the Tasks toolbar button from the menu bar. As an individual task may be part of many different Task Groups, the individual tasks are all created in the same grid so they can be re-selected without having to re-enter.
This opens up the Task entry grid where you can create individual tasks.
Note on Active column: setting a task to inactive means only that this task will not be added to a workorder via a Task Group even if selected in a Task Group.
Only if a task is deleted from this Tasks grid does the task no longer display as selectable in the Task Group entry screen left grid (the “selectable tasks” grid)
Individual tasks can be placed within the Task Group by selecting the 
which “moves” them into the Task List on the right. The order that the Tasks are listed will be the order that the Tasks display within a service workorder item.
Remove an individual task from the Task Group by selecting the 
How to edit an existing Task Group:
Within the Tasks sub-screen in a service workorder, select the Task Group from the drop down selection list, and than click on the Task Group jump button to open the Task Group entry screen.
