How do I add/remove a task?
Use the Activity Codes table to add a task to an activity. The task must be saved in the Task table before you can add it to an activity. To add a task, see How do I add a task code?
Adding a task to an activity
1. Open Connect Timekeeping Organization Activity Codes.
2. Click to select the Tasks tab.
3. Click Add Tasks .
Add Tasks button
4. Select a task and click OK.
The task must be saved in the Task table before you can select from the Search window. To add a task to the Task table, see How do I add a task code?
Search window
The task displays in the gird on the Tasks tab.
Removing a task from an activity
1. Open Connect Timekeeping Organization Activity Codes.
2. Click to select the Tasks tab.
3. Click to select a task from the grid on the Tasks tab.
Grid on the Tasks tab
4. Click Remove the Selected Task.
Why can't I remove a task? If the task is tied to a transaction, for example, the task was used to record hours on a timesheet, then the task cannot be deleted from the activity. If you still want to delete the task, you will need to reassign the records that reference the task to a different task. The warning message will show the total records that reference the task.
Remove the selected task button
Copying tasks from another activity
You can copy tasks that are assigned to one activity to a new activity. Look up the activity with the tasks that you want to copy, click Copy , and then use the Activity Code box to enter the new activity code. Click OK to finish. Connect copies the tasks to the new activity record.
Copy Record window
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