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Common Tasks


Hello - within the projects module I have 68 different tasks.  I want to clean this up a bit.

  1. Is there  a way to change the Task ID / Description?  Everytime I try it defaults to a new task.
  2. If / When I change the Task ID - does Acumatica retroactively update my projects?

Eric

Best answer by Laura02

Hi,

I think Common Tasks work the same as Project Template Tasks:  No way to change them. Please add your idea to the Ideas section of this community so we can vote.

Also, I don’t think changing a Common Task’s ID would change it on all the projects it’s been copied into.  When I changed the ID of a Task on a Project Template, the same Project Template Task’s ID did not change -- therefore I think Common Task, Template Task, and tasks connected to projects are separate entities in Acumatica.

Laura

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3 replies

Laura02
Captain II
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  • Captain II
  • 3114 replies
  • December 13, 2023

Hello@Eospina12 ,

We can renumber tasks after they are connected to Projects or Project Template .

For example, to change a Task ID on a Project Template, click on the Task ID to bring focus to the Task ID and then type over it with the new task ID that you want:

Click on Task ID & then type in the new Task ID and save.

Project Template Tasks are not connected to projects and there is no option to over-type them or change ID’s.  If these are the task IDs you need to change, I think you will need to delete the template tasks and add new ones.

Laura


  • Author
  • Freshman I
  • 6 replies
  • December 13, 2023

Thank you Laura!  Do you know how I might change it in common tasks so I don’t have to go project by project?


Laura02
Captain II
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  • Captain II
  • 3114 replies
  • Answer
  • December 13, 2023

Hi,

I think Common Tasks work the same as Project Template Tasks:  No way to change them. Please add your idea to the Ideas section of this community so we can vote.

Also, I don’t think changing a Common Task’s ID would change it on all the projects it’s been copied into.  When I changed the ID of a Task on a Project Template, the same Project Template Task’s ID did not change -- therefore I think Common Task, Template Task, and tasks connected to projects are separate entities in Acumatica.

Laura


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