Tasks

In Astalty a Task is the billable item - it's how you charge for your time. You can record the billable time and the Participant first, then come back and write your case notes when you have a moment. Tasks are created and managed from the Task Board.

Getting started

• Understanding Tasks - how tasks let you capture billable time first and add case notes later.
• Task Board - customise your personal Task Board view to suit how you work.
• Task Workflow - a short video walkthrough of the Task Board workflow.
• Tasks FAQs - answers to common questions about tasks.

Working with tasks

• Creating Tasks and Cloning Tasks - create or clone a task, optionally attaching a Participant.
• Task View - add the billing detail and case notes a task needs before it can be invoiced.
• Adding Notes - record case-note detail against billable time.
• Assigning and Reassigning Tasks - hand a task to another coordinator or staff member.
• Assigning Goals To Tasks - link a task to Participant goals to track progress.
• Adding Documents to a Task - upload documents, which also save to the Participant's Documents page.
• Outstanding Tasks - understand which tasks count as outstanding and need further action.
• Deleting Tasks - delete a task, and what to know before you do.

Charges and finance

• Charges & Finance - manage the charges that make a task billable, including its primary charge.
• Charge Price Override - override the total or unit price on a task's charge.