This article outlines how to edit and delete pre-set tasks within the pre-set task configuration screen.


To access a pre-set task list:

  1. Go to the System tab > Pre-set Tasks 
  2. Find the pre-set you are amending 
  3. Click on the Pre-set Name


Please see the sub-sections below for more information:


Edit a Pre-set


After clicking on a pre-set task list, the following information is displayed and can be amended:



Information

Description

Details

This displays the pre-set settings e.g. which cases the pre-set is designed for, the date that triggers the pre-set and pre-set name.

Dates

This displays any Custom Dates that are created to calculate deadlines of tasks in the pre-set.

Tasks

This lists all tasks that are included in the pre-set. 

Click ‘Edit’ next to a task to view and amend the task information.

 

  • After making any changes, click ‘Update’ to save


Note: Any changes made to a pre-set will affect future tasks that are added to the system. Any existing tasks will not be updated. 


Delete an Individual Pre-set Task


If you have added a pre-set task incorrectly or no longer require a task you can delete an individual task within the pre-set.



  1. Click ‘Edit’ next to the task you want to delete.
  2. Tick the ‘Delete’ option
  3. Click ‘Update’ to delete the task


The pre-set and any other tasks within the pre-set will not be deleted.


Note: Users require system permissions to be able to delete pre-set tasks.

Delete an Entire Pre-set Task List


If a pre-set task list is no longer required in your system, the pre-set task list can be deleted.



  1. Click ‘Delete’ in the top left of the page
  2. Tick ‘Confirm Delete’ on the confirmation screen and click ‘Delete’


Note: This will delete the pre-set from your system but will NOT delete any existing tasks in your system that have been created from this pre-set. This action cannot be reversed.