Copy a Project Task into a Business Unit

You can copy a task from a project into the Business Unit Task Library for use in other projects.

A task is a description of a required work item, a snag or a punchlist item, a checklist item, or procedure that must be completed in a specific location on a project.I
Fastpath: Tasks > View Tasks
  1. Confirm that the correct business unit is selected in the Current Business Is list.
  2. Select Tasks > View Tasks.
  3. In the grid, right-click on the task you want to copy.
  4. In the Edit Task window, select the Save As Library Task check box.
  5. Click Save.
The task is now copied into the business unit and can be assigned to projects.