Adding Notes

Once you have created a Task, you can add Notes to the Task. You can add notes to tasks you own. Admins and Managers can also add notes to other users' tasks.

Opening a Task

To open a task from the Task Board, click the task's name.

This will then open up the Task and you can start writing Notes.

First Note

If the task has no Notes yet, the Note input is already open and focused. Start typing your Note. Astalty saves it automatically half a second after you stop typing and continues saving as you work. Select Done when you finish.

To record how you contacted the Participant, click Add Check-in above the note and choose Email, Phone, SMS, Face to face or Teleconsult. Check-ins need a Participant on the task, aren't offered for tasks dated in the future, and are included on the Professional plan and above.

You can start a note from a note template. See Note Templates.

Additional Notes

To keep the task history clear, add a new Note instead of changing an earlier one. Select Add Note to open the Note input.

Each note has a menu with these actions:

• Edit Note - available on your own notes. Admins can also edit notes written by other users.
• Download - download the note.
• Delete Note - available to Admins only, and only when case note deletion is turned on for your account. See Deleting Case Notes.

When the task has a Participant, the Search Mode filter switches the list between This Task and All Notes, which shows all of the Participant's notes.

Task Summary Export

You can download a PDF Summary of the Task, with the option to include charges. The Summary includes all Notes associated with the Task and is a great option to share with Participants if they request this information.

To download it, click Actions, then Download Summary. Tick or clear Include Charges, then click Download.

You can also email the Summary directly from the Task. Click Actions, then Email Summary, add the recipients, the Email Subject and a message, then click Send. Tick Exclude Charges on the Summary PDF to leave the charges out. Email Summary needs a Participant on the task, and is included on the Premium plan.

You'll be prompted to confirm that you want to send the Task Summary. Astalty warns you when a recipient isn't linked to the Participant, so you can check them before sending.

You can then click on Email History to see a record of emails sent from the Task.

Task Audit Trail

You can also view the Audit Trail on the Task. Click Actions, then Audit Trail. The Audit Trail is included on the Premium plan.