Copy a Tasks Library Task into a Business Unit

You can copy tasks from the Tasks Library into a business unit tasks library for use in projects.

Fastpath: Business Setup > Standards And Templates > Tasks Library
  1. Confirm that the correct business unit is selected in the Current Business Is list.
  2. Select Business Setup > Standards And Templates > Tasks Library.
  3. In the Search pane of the Tasks Library screen, enter criteria and select check boxes to help you search for the library task you want to copy, and then click Search.
  4. Select the check box next to the task you want to copy.
  5. Click the Copy Library Tasks to Business Unit Library button .
  6. In the message window, do one of the following:
    • Click OK to make the task available to the current business unit and all business units under it.
    • Click Cancel to make the task available to the current business unit only.
      Note: If you click Cancel, the task is still copied to the to current business unit.
The task is now copied into the business unit and can be assigned to projects.