CRM: Association of Existing Tasks

In previous versions of MYOB Acumatica, tasks could be associated with each other only if a child task was created based on a parent task.

Starting in MYOB Acumatica 2024.1, if a task is not completed or canceled, a user can associate it with another existing task on the Task (CR306020) form at any time. In addition, the Activity (CR306010) form has been redesigned to improve the functionality of associating an activity with a parent activity.

Changes to the Task and Activity Forms

On the Task (CR306020) form, if a task has the Draft, Open, or Processing status, the Parent Activity box is available for editing. In this box, a user can select an existing task, as illustrated in the following screenshot.

Figure 1. The selection of a parent task


On the Activity (CR306010) form, the Task box has been renamed to Parent Activity, as shown in the following screenshot. In this box, a user can select an existing task or event and associate it with the current activity (the activity selected on the form) as the parent activity.

Figure 2. The redesigned Activity form


If the parent task or event has been associated with a project with or without a project task, the system copies the value of the project and project task (if any) to the Project and Project Task boxes, respectively, on the Task or Activity form for the child task or activity.

If a user clicks the Open button next to the Parent Activity box, the system opens a parent activity in a pop-up window.