http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/16367.aspxMon, 04 Mar 2013 20:28:01 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:16367Method_Samreen0http://forums.method.me/cs/forums/thread/16367.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=16367<div>Hi Malcolm,</div> <div></div> <div></div> <div></div> <div>I would recommend that you download our Method Field Services app which will greatly aid<span id="mce_0_start" style="overflow:hidden;">e</span> you in this. In order to download the app in Method you can go to&nbsp;<b>Customize &gt; My Account &gt; Add Apps from <span id="mce_0_start" style="overflow:hidden;"></span>the Method Application Library &gt; Method Field Services.</b></div> <div><b><br /></b></div> <div>&nbsp;</div> <div>In Field Services you can create a Recurring Job with all 30&nbsp;<i>Activities&nbsp;</i>added in as Job Items. So for every specific&nbsp;occurrence&nbsp;you can just complete the Job which will have all items listed under it, additionally once you have this setup once you can&nbsp;<b>copy the series</b>&nbsp;for all subsequent projects.</div> <div></div> <div></div> <div><span>I would also recommend checking out our Help Center articles on Field Services provided below :&nbsp;</span></div> <div><span><br /></span></div> <div><span><span id="mce_1_start" style="overflow:hidden;"></span><br /></span></div> <p><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Field-Services-Overview&amp;id=222">Method Field Service</a> <span id="mce_2_start" style="overflow:hidden;"></span></p> <p></p> <p>Additionally the following webinar video can also a great resource point<span id="mce_3_start" style="overflow:hidden;"></span></p> <p></p> <p>The video is under <b> Method Field Services &gt; Recurring Work Orders and Activities<span id="mce_4_start" style="overflow:hidden;">:</span></b></p> <p></p> <p><a href="http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx">Webinar Video</a></p>http://forums.method.me/cs/forums/thread/16357.aspxMon, 04 Mar 2013 15:59:54 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:16357Malcolm0http://forums.method.me/cs/forums/thread/16357.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=16357<p><span style="overflow:hidden;" id="mce_0_start">We are new users to Method CRM. We are <span style="overflow:hidden;" id="mce_1_start">A/V </span>contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is ther<span style="overflow:hidden;" id="mce_3_start"></span>e a way to create a template<span style="overflow:hidden;" id="mce_4_start">,</span> for lack of a better term<span style="overflow:hidden;" id="mce_5_start">,</span> that would include all of these items that when <span style="overflow:hidden;" id="mce_6_start">accomplished</span><span style="overflow:hidden;" id="mce_6_end"></span>, co<span style="overflow:hidden;" id="mce_7_start"></span>uld<span style="overflow:hidden;" id="mce_8_start"></span> be shown as completed?</span><span style="overflow:hidden;" id="mce_2_start"></span><span style="overflow:hidden;" id="mce_9_start"></span></p>