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 type controls where the template is offered — when you click the note template icon on a field, you'll only see templates saved against that field's usage type.

Pick one usage type from the Usage Type list. Each usage type comes with a short description of where templates saved against it appear, and the list has its own search box so you can narrow it down instead of scrolling — searching feedback, for example, brings up the feedback usage types.

The usage types are:

Usage Type	Where this template appears
Calendar Events	When creating a Calendar Event.
Charge Details	When creating or viewing a charge (direct, support or recurring).
Complaint Details	On the details field of a Feedback record of type Complaint.
Complaint Follow Up	On the follow-up field of a Feedback record of type Complaint.
Feedback Details	On the details field of a Feedback record.
Feedback Follow Up	On the follow-up field of a Feedback record.
Form Submission Request	When requesting a form submission.
Incident Details	In the details field of an Incident.
Incident Follow Up	In the follow-up field of an Incident.
Participant Alerts	When creating or editing an alert on a Participant.
Participant Budget Items	When creating or editing a Participant Budget Item.
Participant Goals	When adding or editing a goal on a Participant's plan.
Participant Information Items	When adding a Participant Information Item, and when configuring Information Item types in Settings.
Participant Notes	When adding a note from a Participant's Notes tab.
Participant Records	When emailing a Participant's record documents.
Participant Risk Description	When creating or editing a Participant Risk.
Participant Schedule Email	When emailing a Participant their schedule of supports.
Plan Implementation	When updating the Implementation section of a Participant's plan.
Referral Details	In the details field of a Referral.
Shift Details	When creating a Shift or an unpaid break.
Signature Request	When requesting a signature on Participant or User records.
Site Information Items	When adding a Site Information Item, and when configuring Site Information types in Settings.
Support Admin Details	In the admin details field when creating or editing a Support, including group supports.
Support Details	In the details field when creating or editing a Support, including group supports.
Support Notes	When adding a note to a Support from the schedule.
Task Notes	In the note field when creating, editing or adding a note to a Task.
User Bio	In the bio field when creating or editing a team member.
User Notes	When adding a note about a team member.

Feedback and Complaint Usage Types

If you use the Feedback & Complaints register, four usage types let you standardise how your team records and follows up entries:

Feedback Details — appears on the Details field of a Feedback entry.
Feedback Follow Up — appears on the Follow-up & Resolution Notes field of a Feedback entry.
Complaint Details — appears on the Details field of a Complaint entry.
Complaint Follow Up — appears on the Follow-up & Resolution Notes field of a Complaint entry.

To find these quickly, type feedback (or complaint) into the search box on the Usage Type list.

Astalty chooses which templates to offer based on the entry's Type. An entry recorded as Feedback is offered your Feedback Details and Feedback Follow Up templates, while an entry recorded as a Complaint is offered your Complaint Details and Complaint Follow Up templates. This means a template saved as Feedback Details will not appear on a complaint, so create both if you want a template available across the whole register.

To use one, open an entry from the Feedback register, click Edit, then click the note template icon in the toolbar of the Details or Follow-up & Resolution Notes field and select your template. See Follow Up for more on the follow-up process.

Here is a video Walkthrough of the new Usage Type feature

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.

Filtering Note Templates by Usage Type

If you're looking for a specific template, you can filter the note templates list by usage type. Use the Usage Type filter above the table and select the usage type you're after — the list will only show templates with that usage type.

The dropdown has its own search box, so you can quickly find a usage type without scrolling the full list. To go back to seeing every template, clear the filter using the X next to the selected usage type.

Using a Note Template

Note Templates can be used within any Task in Astalty. To learn more about how to create and update Tasks click here.

Navigate to the task board where your tasks and notes are organised.

To open a Task, click on the task where you want to add a note. This will bring up the task details.

In the task details, locate the Added Notes section. Here, click on the box with a T in the middle. This icon represents the note template feature.

Select a Template

A list of your saved note templates will appear. Select the appropriate note template for your current needs.

Automatically Populate Note

Upon selection, the note field will be automatically populated with the information from your chosen template. You can then further customise the note as required.

Video Walkthrough

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

Command Palette