Tasks & Notes

Tasks & Notes Settings Overview

The Tasks & Notes settings page contains:

• Charge Intervals
• Assignment Notifications
• 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 from being recorded against a service once its funding is fully utilised. For how to turn it on and how it behaves, see Service Utilisation Cut-off.

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.