Note types

SECURITY Security level with Admin permission to configure Application-wide (Shared) Features. Refer to Admin security settings.
SECURITY Security level with Admin permissions to configure Service Desk (Tickets), Organizations & Contacts, Sales & Opportunities, Contracts & Unposting, Projects & Tasks, or Client Portal & Taskfire, depending on the entity. Refer to Admin security settings.
NAVIGATION Left Navigation Menu > Admin > Admin Categories > Features & Settings > Application-Wide (Shared) Features > Note Types
Note types are categories applied to notes. They don't do much, but the Global Notes Search can be filtered by the Note Type field. Refer to Running a global notes search.
Many note types are system note types that come with your Autotask instance and cannot be inactivated or deleted.
How to...

- To open the page, use the path(s) in the Security and navigation section above.
- To add a new note type, click the New dropdown and select the entity the new note type will be available for. You can choose from Ticket/Task, Project, Device, or Contract. Alternatively, open the tab of the entity you want to create a new note type for, and click New. The page will open.
- To edit an existing note type, select Edit from the context menu
or left-click on the line. The page will open.
- Populate or update the following fields:
Field | Description |
---|---|
Name* | Enter the name that will appear on the drop-down menu of the Note Type field when a note is created. |
Description* | This field is required, but does not show when you select a note type. |
Publish To (Ticket/Task and Project note types only)
|
NOTE The Publish To field can be edited even on system note types. |
Active | To make the note type immediately available, select the this check box. To inactivate it, clear the check box. If the note type is a system note type, you will not be able to inactivate it. |
- Click Save.

To delete a note type, complete the following steps:
- To open the page, use the path(s) in the Security and navigation section above.
- Open the context menu
and select Delete. If the note type is associated with a note or is a system note type, the Delete option will not be available.
-
Click Yes on the confirmation message.