# Task View

Source: https://docs.astalty.com.au/guide/tasks/task-view

> Add the billing detail and case notes a task needs before it can be invoiced.

## Overview

After creating a Task, the Task becomes eligible for invoicing. However, you will typically need to provide additional details to support the time you are billing. You can add this information from the **Task View**.

To open the Task View, click the task's name on the Task Board.

![The Task Board with an arrow pointing to a task's highlighted name in the Thursday list, with the name's copy and edit icons showing beside it.](https://docs.astalty.com.au/assets/task-view.png)

If you don't own the task and can't edit other users' tasks, the Task View is read-only. See [Who Can Do What With Tasks](https://docs.astalty.com.au/guide/tasks/understanding-tasks#who-can-do-what-with-tasks).

## Task View Options

The Task View has tabs for the evidence behind the time you are billing:

![The Task View with numbered markers 1 to 4 on the Notes, Finance, Documents and Goals tabs.](https://docs.astalty.com.au/assets/task-iptions.png)

1. **Notes** - see [Adding Notes](https://docs.astalty.com.au/guide/tasks/adding-notes).
2. **Finance** - see [Charges & Finance](https://docs.astalty.com.au/guide/tasks/charges-finance-tab).
3. **Documents** - see [Adding Documents to a Task](https://docs.astalty.com.au/guide/tasks/task-documents).
4. **Goals** - see [Assigning Goals To Tasks](https://docs.astalty.com.au/guide/tasks/assigning-goals-to-tasks). This tab appears on the Professional plan and above, when you can view the Participant's Goals.
5. **Forms** - see [Task Forms](https://docs.astalty.com.au/guide/tasks/task-forms). This tab appears when Forms is enabled for your account.

To change the task's name, hover over it and click the pencil icon, edit the name, then click the tick. The copy icon beside it copies the name.

## Task Actions

Select **Actions** at the top right of the task view to open these options:

![The Task View with a numbered marker on Actions and the open menu highlighted, listing Reassign Task, Create Calendar Event, Download Summary, Email Summary, Email History, Clone Task, Delete Task and Audit Trail.](https://docs.astalty.com.au/assets/task-actions.png)

- **Reassign Task** - give the task to another user. Admins and Managers only. See [Assigning and Reassigning Tasks](https://docs.astalty.com.au/guide/tasks/assigning-and-reassigning-tasks).
- **Create Calendar Event** - create a calendar event from the task. Only the task's owner can do this, only once per task, and it is included on the Premium plan. See [Calendar Events and Tasks](https://docs.astalty.com.au/guide/calendar/using-the-calendar/calendar-events-and-tasks).
- **Download Summary** - download a PDF summary of the task and its notes. Tick **Include Charges** to add its charges.
- **Email Summary** - email the PDF summary to recipients you choose. Needs a Participant on the task, and is included on the Premium plan.
- **Email History** - see who the summary was emailed to and when.
- **Clone Task** - start a new task from this one. See [Cloning Tasks](https://docs.astalty.com.au/guide/tasks/creating-tasks#cloning-tasks).
- **Delete Task** - shown only when none of the task's charges have been invoiced and you can edit the task. See [Deleting Tasks](https://docs.astalty.com.au/guide/tasks/deleting-tasks).
- **Audit Trail** - see the history of changes to the task. Included on the Premium plan.

> **There is no way to recover a deleted task**
>
> Deleting a task permanently removes the task, its case notes, and its charges. Attached files are removed from the task and its notes. Files also saved elsewhere in Astalty remain there.

## Task Further Options

On the right hand side of the Task View you can see the options you selected on the Task Board when creating the Task. These include;

![The right-hand panel of the Task View for a task owned by another Team Member, with numbered markers 1 to 6 on Task Owner, the Participant, the Date, the Billable and Completed checkboxes, the Primary Charge with its Charge Item and Duration, and Funding Utilisation.](https://docs.astalty.com.au/assets/right-side-of-the-task.png)

1. **Task Owner** - shown when the task belongs to someone else
2. Participant Name
3. Date of the Task
4. Billable and Completion Status
5. Primary Charge Item and Billable time added
6. **Funding Utilisation** for each Service the task's charges draw on

Changes here save as soon as you make them. Changing the Participant or the date asks you to confirm first.

If your organisation uses [Task Types](https://docs.astalty.com.au/guide/settings/tasks-notes-settings#task-types), the right-hand panel also has a **Type** field. Select an active type to change it, or clear the field to remove it. If the task has an archived type, it remains visible until you change or clear it. If your organisation [requires a Task Type](https://docs.astalty.com.au/guide/tasks/task-types#requiring-a-task-type), you can change the type but not clear it.

- The Participant, date and **Billable** lock once any of the task's charges has been invoiced, and **Completed** can no longer be unticked. The Primary Charge Item and duration lock once the Primary Charge has been invoiced.
- A task linked to a calendar event takes its date from the event. Change the date from the calendar instead.
- Changing the Participant removes the task's charges. See [Reassigning Tasks to another Participant](https://docs.astalty.com.au/guide/tasks/assigning-and-reassigning-tasks#reassigning-tasks-to-another-participant).

### Funding Utilisation

**Funding Utilisation** shows how much of the Participant's funding for each Service is spent, how much is scheduled, and how much is left, measured against the funding released for each funding period. Use **Show in** to switch between hours and dollars.

![The Funding Utilisation card on a task for a Level 2 Coordination Service in hours: 4h 30m spent, 0h scheduled, 43h 30m of 48h left, and the hourly rate used.](https://docs.astalty.com.au/assets/tasks-task-view-funding-utilisation.png)

Hover over a Service to see whether it is underspending or overspending compared with the time elapsed, and how much is left in the current and next funding periods. [Funding Utilisation](https://docs.astalty.com.au/guide/participants/ndis-plan/funding-utilisation) explains how the figures are worked out.

The section only appears when the task's Participant has Services with funding to report. Supports show the same card - see [Funding Utilisation on Supports](https://docs.astalty.com.au/guide/scheduling/support-funding-utilisation).