There are two ways to delete pre-sets from Equinox. You can either:

  • Delete an individual pre-set task

    Or

  • Delete an entire pre-set task list

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

TABLE OF CONTENTS

Delete an Individual Pre-set Task

You can delete an individual task within a pre-set. You may want to do this if:

  • You've added a pre-set task incorrectly 
    Or

  • You no longer require a task.

To delete an individual task within a pre-set:

  1. Go to System > Pre-set Tasks  

  2. Find the pre-set you want to edit

  3. Click on the pre-set name

  4. This takes you to the Pre-set Tasks - edit screen 

  5. In the Tasks box, click the Edit button next to the task you want to delete 

  6. In the Edit Task box, tick the box next to Delete 

  7. Click the Update button to save your changes


Note: The pre-set and any other tasks within the pre-set won't be deleted.

Delete an Entire Pre-set Task List

If you no longer need a pre-set task list, you can delete the whole list in one go.

To do this:

  1. Go to System > Pre-set Task  

  2. Find the pre-set you want to edit

  3. Click on the pre-set name

  4. This takes you to the Pre-set Tasks - edit screen

  5. Click Delete on the top left of the page 

  6. Tick Confirm Delete on the confirmation screen 

  7. Click Delete to confirm deletion 

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