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...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. 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.
  3. To edit an existing note type, select Edit from the context menu or left-click on the line. The page will open.
  4. 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.
  1. Click Save.

To delete a note type, complete the following steps:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. 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.

  3. Click Yes on the confirmation message.