Admins can now require a note template for specific activity types, so activity documentation is more consistent and easier to audit. We've also streamlined the staff-only Activities flow by removing activity types that do not apply, so it is easier to choose the right option when logging work. 💙
✨What's new:
- ☑️ Require a note setting— Configure an activity type to require a note template before it can be completed.
- 🧩 Clear admin visibility— Activity Types now show an indicator so admins can quickly see which types require a note.
- 📝 Required-template enforcement— When a note template is required, users cannot complete the activity until a template is selected.
- ➡️ Integrations + required note templates— Requiring a note template on an activity will prevent a user from sending their activity to an integration without a session note.
- ⏸️ Save as pending— If a required template is not selected yet, the activity can be saved as pending.
💡 Why it matters:
When teams are moving quickly, it can be hard to know which note template to choose, and activities can be completed with incomplete documentation. Requiring a template on the activities that matter most helps teams create more reliable notes and supports stronger compliance and auditability. When staff log activities, extra activity type options can create confusion and slow down documentation. This update keeps the choices aligned with staff-only workflows, so teams can log work faster and more consistently.
👉 Learn more about: