# Tasks & Notes

Source: https://docs.astalty.com.au/guide/settings/tasks-notes-settings

> Configure the options available for tasks and notes.

## Tasks & Notes Settings Overview

The [Tasks & Notes](https://app.astalty.com.au/settings/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

![The Tasks and Notes settings page with three panels highlighted: Charge Intervals showing current intervals of 15, 30, 45 and 60, Task Settings, and the Note Templates list starting with Activity-based transport, Calendar Event Note and Centre Capital Cost.](https://docs.astalty.com.au/assets/t\&n.png)

## Charge Intervals

Charge Intervals are set from the [Tasks & Notes](https://app.astalty.com.au/settings/tasks-notes) settings page. Using the left-hand side menu, click **Settings**, then select **Tasks & Notes** and edit the Charge Intervals panel.

![The Presets section of the Charge Intervals settings, with intervals of 6, 12, 18, 24 and 30 beside a Use 6 minute preset button, and 15, 30, 45 and 60 beside a Use 15 minute preset button.](https://docs.astalty.com.au/assets/ci-1.png)

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**](https://app.astalty.com.au/settings/tasks-notes), then edit **Task Settings**.

![The Tasks and Notes settings page with the Edit button on the Task Settings panel highlighted. The panel shows Send email notification when a Task or Calendar event is assigned, or a Calendar event is rescheduled set to Yes, and Service utilisation cut-off set to Off.](https://docs.astalty.com.au/assets/tn1.png)

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

![The Task Settings drawer, with an arrow pointing to the ticked Send an email to the assignee checkbox under Assignment Notifications, above the Service Utilisation Cut-off options and the Cancel and Update buttons.](https://docs.astalty.com.au/assets/tn2.png)

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](https://docs.astalty.com.au/guide/calendar/using-the-calendar/calendar-events-and-tasks#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](https://docs.astalty.com.au/guide/settings/tasks-notes-settings/service-utilisation-cut-off).

![The Service Utilisation Cut-off section of Task Settings, asking how charges should be handled once a service has used its released funding, with Block selected instead of Off.](https://docs.astalty.com.au/assets/service-utilisation-cut-off-task-settings.png)

## 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](https://docs.astalty.com.au/guide/settings/optional-features#task-types).

To add a type:

1. Open **Settings > Tasks and Notes** and find **Task Types**.
2. Select **Add Task Type**.
3. 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](https://docs.astalty.com.au/guide/tasks/creating-tasks).

![The Tasks and Notes settings page with the Task Settings card showing Require a Task Type on every task set to Yes, and below it the Task Types table listing Admin, Annual Leave, Client Visit, Phone Call and Report Writing, with an arrow pointing to the highlighted Add Task Type button.](https://docs.astalty.com.au/assets/task-types-settings-list.png)

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](https://docs.astalty.com.au/guide/tasks/task-types#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](https://docs.astalty.com.au/guide/tasks/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](https://docs.astalty.com.au/guide/settings/tasks-notes-settings/note-templates).