Tasks & Notes

Tasks & Notes Settings Overview

The Tasks & Notes settings page contains:

Charge Intervals
Task Settings: Assignment Notifications, the Service Utilisation Cut-off and, when Task Types are enabled, Require a Task Type
Task Types, when enabled
Note Template Settings

Charge Intervals

Charge Intervals are set from the Tasks & Notes settings page. Using the left-hand side menu, click Settings, then select Tasks & Notes and edit the Charge Intervals panel.

Charge intervals control the +N duration buttons shown on Tasks. They add the selected number of minutes to a Task's duration. They do not round time or change billing rules.

Astalty provides 6-minute and 15-minute presets. Add any other duration your team uses regularly, such as 240 minutes for a standard meeting. The new interval then appears as a duration button on Tasks.

Assignment Notifications

Send an email to the assignee controls the email for three events: assigning or reassigning a task to someone else, creating a calendar event for them, and moving one of their calendar events to a new time. The owner always gets a notification in Astalty for these; turning this off only stops the email.

Open Settings > Tasks and Notes, then edit Task Settings.

Clear Send an email to the assignee, then click Update to stop these emails.

A calendar event only notifies its owner when someone else creates it or moves it to a new time - not for other changes, such as renaming it or changing its colour, location or description. Creating or moving your own event never sends a notification, and a repeating series sends one notification for the whole series, not one per occurrence. See Managing Calendar Events on Behalf of Other Users.

Service Utilisation Cut-off

The Task Settings also include the Service Utilisation Cut-off - an option that stops new or increased Task charges on a service whose spending is, or would go, past the funding released so far. For how to turn it on and how it behaves, see Service Utilisation Cut-off.

Task Types

Use Task Types to label tasks with the kind of work involved, such as Admin, Travel or Training. The Account Owner first needs to enable Task Types.

To add a type:

Open Settings > Tasks and Notes and find Task Types.
Select Add Task Type.
Enter a unique Name, then select Create.

The type appears in the list and becomes available when your team creates or updates a task. See Creating Tasks.

To make your team choose a type on every new task, select Edit on Task Settings, turn on Require a Task Type on every task, then select Update. See Requiring a Task Type for which tasks it applies to.

Use a type's actions menu to Edit its name or Archive it. Archiving removes it from the choices for new assignments; tasks already using it keep their type. To make it available again, change Status to Archived, then select Unarchive from its actions menu.

For how types flow through to the Task Board, the Tasks Report and the Tasks Export, see Task Types.

Note Template Settings

From Note Templates, you can:

create a Note Template;
choose where the template appears with a usage type;
edit existing templates; and
search for a template.

See Note Templates.