Pre-set task lists are pre-configured tasks with pre-defined deadlines that have been saved in your system.
The term ‘Pre-set Task List’ is shortened to ‘Pre-set’ in some areas of Equinox.
You can configure pre-sets by:
- Case category
- Subcategory
- Country
This lets you set up task deadlines that are relevant to specific types of cases.
Adding a pre-set to a case lets you quickly create multiple tasks with auto-calculated due dates. This means you can see what actions and reminders are related to the case and keep on top of deadlines.
You can manually add pre-sets to a case OR receive automatic prompts to add pre-set tasks when new dates are entered on the Details tab of a case.
E.g., When the Filing Date is entered on a GB Patent case, you may be prompted to run a pre-set called ‘GB Patent – Post Filing Actions’.
Basic pre-set task configuration
The articles below will give you more information on how to view and edit pre-sets in Equinox.
Advanced pre-set task configuration
This section outlines some of the advanced configuration options that are available when you create new pre-sets.
Note: We recommend reading through the information in ‘Create New Pre-sets’ before reading the articles below.
The following advanced options are available when configuring pre-sets:
Option | Description |
Link correspondence templates to a task so that the user is prompted to generate client correspondence as the task is completed. | |
Create inter-dependant dates that can be used to calculate task deadlines in more complex scenarios. | |
Automate actions within Equinox when a pre-set task is marked as Done or becomes overdue. | |
Customise pre-set tasks for particular clients by creating a pre-set task override that either prevents a task from being created or calculates a custom deadline. | |
Create a relationship between tasks so that their deadlines are linked. | |
| Working Instructions | Create working instructions to tell users about any extra information they need to include while processing a case. |