Copy a Task and Associated Sub-tasks

If you have WRITE privileges for tasks, you can copy a task and its sub-tasks.

Use this procedure to copy a task and all of its sub-tasks to:

• The same Ennov InSight entity
• Itself as a sub-task of the source task
• Other open events for which you have at least READ privileges to the related application country

To copy a task:

1. View the entity that has the associated task you want to copy.
2. On the entity attribute page, click Tasks.
3. Click the link for task you want to copy. The View Task page appears.
4. Click Copy.The Copy Task wizard opens to the Task Destination page.
5. In the Destination drop-down list, select one of the following:

   Action	Description
   Same As Source	Creates a sibling task for the same entity. After clicking Next, the wizard displays a message indicating that no further input is necessary. Proceed to step 10.
   As Sub-Task of Source Task	Copies a task to itself as a sub-task. After clicking Next, the wizard displays a message indicating that no further input is necessary. Proceed to step 10.
   Event	Copies the task to different event, and then proceed to step 6.

6. Click Next.The Enter Event Search Criteria page appears.
7. On the Enter Event Search Criteria page, select values to refine the search for a destination event.
8. Click Next.The Select Event page appears.
9. Select one event as the destination for the copied task.
10. Click Next.The first Task Attributes page appears.
11. Do the following:

    Field/ Option	Description
    Task Name	Specify the name you want for the copied task. This applies only to the parent task, not to any sub-tasks.
    Task Status Date	You can change the date from the date set for the original task, if needed.
    Task Attributes	Specify the optional attributes that you want to be copied with the task. By default, none of the optional attributes are copied.
    Field/ Option	Description
    Copy Task and Secondary Task Type	If you want to copy the task type and secondary task type to the destination task. On selecting this option, the Copy Task Status Schedule option appears.
    Copy Task Status Schedule	Copies the task status schedule from the source task and sub-tasks to the destination task and sub-tasks. Only the statuses and projected dates are copied. Actual dates are not copied. This option is available only when Copy Task and Secondary Task Type is selected.
    Copy All Sub-Tasks	Copies all sub-tasks associated with the original task to the destination task.
    Copy All References	Copies the references from the source task and sub-task to the destination task
    Number of Copies	Enter the number of times you want the task copied. The default is 001, but you can choose as many as 50 copies.
    Task Name Starting Number	Determines the first number the wizard will use to assign identifiers for each of the copied tasks. For example, if you choose to make two copies of a task and use 005 as the starting number, the task name of the first copy will be appended with 005 and the second as 006.

12. Click Next.The second Task Attributes page appears. If you selected Copy Task and Secondary Task Type on the previous page, the wizard displays a message indicating that no input is needed on that page.
13. If you did not choose that Copy Task and Secondary Task Type, do the following:

    Task	Description
    Select a Task Type	To further identify the task. This setting is optional.
    Select a Secondary Task Type.	This setting is optional.

14. Click Next.The Select Primary Assignee page is displayed.
15. Select one of the following:

    Action	Description
    Copy from the Source Task	The primary assignee for the destination task and sub-tasks is the same as the primary assignee for the source task and sub-tasks.
    Set to Person Performing the Copy	The primary assignee for the destination task and sub-tasks is set to the user performing the copy.
    Select from a List of Active InSight Users	After clicking Next, you are presented with a drop-list all active Ennov InSight users. Select a user as the primary assignee for the task and sub-tasks from that list.

16. Click Next.The wizard displays a confirmation message based on your selections. At this stage, you can still go back to previous screens to change your selections.
17. Choose the applicable procedure in the table below to enter an electronic signature in wizards:

    Scenario	Steps
    When electronic signature is enabled	In the confirmation page, select a reason and enter comments for the reason. Click Next. Validate your identity by entering your user credentials in the dialog box.

1. Click Next.The wizard displays a message summarizing the actions taken.
2. Click Finish.Upon completion, you are returned to the View Task page of the source task that you copied.