Resources

Tasks

Tasks track work to be done. They can be standalone or linked to a project, contact, or contractor, and assigned to one or more workspace users.

POST/v1/tasks

Create a task

Creates a new task. A task can link to a contact or a contractor, but not both. Assigning the task to a user sends them a notification email.

Body parameters

NameTypeDescription
task_namerequiredstringTitle of the task. Required.
descriptionstringFree-text description.
priorityenumOne of: Urgent, High, Medium, Low, Anytime. Defaults to Medium.
statusenumOne of: To Do, In Progress, In Review, Done, Blocked, Cancelled. Defaults to To Do.
due_datestringYYYY-MM-DD date the task is due.
project_iduuidLink the task to an opportunity or project.
contact_iduuidLink the task to a contact. Mutually exclusive with contractor_id.
contractor_iduuidLink the task to a contractor. Mutually exclusive with contact_id.
assigned_touuid[]Array of workspace user UUIDs to assign. Each will receive a notification email.
tagsstring[]Array of tag strings.

Returns

HTTP 201 Created with the full task object.

GET/v1/tasks

List tasks

Returns tasks in your workspace, most recently created first.

Query parameters

NameTypeDescription
qstringFree-text search across task_name.
limitnumberMax records to return. 1–100. Default 25.