Clone a Task Group

You can create a task group based on an existing one by cloning the desired group, then editing the new group to make it unique.

  1. From the home page, click PLL and click Workflow Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Task Group panel, select the group you want to clone and click Clone selected items.

  1. Under New Task Group, enter the Group Code and Description for the new task group and make any changes as desired.
  2. Click Add.