Pre-set components can be used to automate actions within Equinox when a task is marked as Done. You can use these actions to streamline your own workflows and processes and minimise user error.

E.g. when a filing task is marked as Done, a charge can automatically be added to the case for the Filing Fee.

Please see the following articles for more information:

• Component options and scenarios
• Add pre-set task components
• Edit a pre-set task components
• Delete a pre-set task component 
• View components linked to a pre-set task