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Note Templates

Creating Note Templates

To create and manage Note Templates, head to the Tasks and Notes settings page in Astalty and click on Create Note Template.

Template Details

Note Template Name

Enter a unique name for your note template in the designated field. This name should be descriptive enough to help you identify the template's purpose at a glance.

Note Template Usage Type

We have added the ability to add a usage type to the note templates. You can select one usage type for the template you are creating. The usage types include the following;

  • Task Notes

  • Calendar Events

  • Charge Details

  • Incident Details

  • Incident Follow-up

  • Participant Budget Items

  • Participant Information Items

  • Participant Goals

  • Participant Notes

  • Participant Alerts

  • Plan Implementation

  • Participant Risk Description

  • Signature Request

  • Participant Records

  • Form Submission Request

  • Charge Details

  • Support Admin Details

  • Support Details

  • Shift Details

  • Support Notes

  • User Bio

  • User Note

Content

In the provided space, input the structure or content you wish to utilise for your notes. This could include placeholders, headings, or any pre-defined text relevant to your needs.

Save your Note Template

After entering the template details, click on the Create button to save your new note template.

You can create and utilise as many note templates as you require by following the steps above.

Updating Note Templates

You can update Note templates by following the same instructions above however instead of click Create Note Template, click the 3 dots next to an existing template and click Edit.

Using a Note Template

Note Templates can be used in any field in Astalty where the Note Template icon is visible. This icon appears as a post-it note style icon with a T inside it. You'll find it in various locations across Astalty, including Tasks, Information Items, Participant Alerts, and many more (see above for full list).

To use a Note Template, navigate to the relevant location and select the Note Template icon. Click the icon to open a list of your saved templates. Select the appropriate template and the field will be automatically populated with its content — you can then customise it further as needed.

To learn more about Tasks specifically, click here.

Video Walkthrough

For a video walkthrough of the creation process of Note Templates, please watch the video below.