Rolling Over Tasks

If you have an existing Task that is similar to the one you which to create, you can use the Rollover functionality to create the new Task.

1. Open the Task Code you want to copy from.
   
2. Click the Rollover button on the toolbar.
3. The following message displays:
   
4. The new Task is created with the same details as the one you copied from and " (1)" appends to the Task Name.
   
5. Notice that the Task Code Number is the same, but the Task ID is different.
6. If you do not want duplicate Task Code Numbers, you change it now.
7. Change any other necessary details for the Task, then Close to save the record.