How to change service of a task?

[pranali98-cpu]

How to change service of a task?

[pranali98-cpu]

To change the service of an already created task follow the steps as below.

1. Go to Task View -> Edit Tab of that particular task.
   

2. Under Task Master Details card click on Change Service button.
   

3. Select the service from the list.
   

4. If the service is of recurring nature, select the compliance from the compliance list, and then click on Save
   

Make sure that you select compliance for recurring service or else, an error will be shown.

5. If the selected service is non-recurring, then click on Save directly.

Modifications done to task details while changing service are as follows.

1. Compliance details at task level will be updated for the client under the new service.
2. All the fields of the task will be deleted and new service fields will be linked to task.
3. All the stages of the task will be deleted and new service stages will be shown for the task.
4. Default team members present for the new service will get added to the task.