This article explains how to use the working instructions field for pre-set tasks on Equinox.

TABLE OF CONTENTS

What does the working instructions field do?

The 'working instructions' field lets you leave notes on pre-set tasks, that then appear on the task details page each time it is generated on a case. It is a free text field that can be used for important process information relating to the task.

Adding working instructions to a pre-set task

  1. Go to System > Pre-set Tasks, and select the pre-set that you want to update.

  2. In the Tasks section of the pre-set, click the red Edit box to the right of the task you want to edit 

    A screenshot of the 'Options' section in the left-hand menu of the 'All Tasks list' page in Equinox.

  3. The Working Instructions box is on the right-hand-side of the screen.

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Types of information to include in the Working Instructions field

The following types of information are commonly included:

  • Instructions - e.g., for staff, new trainees
  • Internal processes staff should be aware of
  • Other specific things to note related to the task

Example - Using the working instructions field to report a filing to a client

For this example, imagine that your firm follows specific procedures every time you are reporting to a client. Whenever you report a filing to a client, you need your staff to do the following checks:

  • Make sure the correspondence address on documents is correct
  • Attach the invoice in PDF format

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When the 'reporting to client' pre-set task is run on a case, the notes in the Working Instructions section will appear automatically. This means all staff working on this case can see the clear instructions they need to follow when reporting to clients.