Clone a Permit Task

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

  1. From the home page, click Permitting and click Task Setup.

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

  1. On the Tasks panel, select the task you want to clone and click Clone selected records.

  1. Enter the Task Code and Description for the new template and make any changes as desired.

  1. Click Add or Add and New to add the task result and create another one.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.