Tasks

Comprehensive task management including creation, assignment, tracking, and filtering. Supports listing tasks with flexible date range handling, overdue filtering, agenda mode (including workflow steps), and filtering by client, user, recurring task, category, status, and saved filters. Can optionally include projected (virtual) tasks alongside materialized tasks. Provides full CRUD operations plus bulk update (status and/or assigned user) with multi-tenant scoping.

POST Create TaskItem
Creates a new TaskItem for the specified tenant.
/tenants/{tenant}/tasks
DELETE Bulk Delete TaskItems
Deletes multiple tasks at once. All tasks must exist.
/tenants/{tenant}/tasks
PATCH Bulk Update TaskItems
Updates multiple tasks at once. Supports updating status, assigned user, category and the automation switch. At least one of Status, AssignedUserCode...
/tenants/{tenant}/tasks
GET List TaskItems
Lists TaskItems for the given tenant. **Date Range Options:** - Use dateRange for preset ranges (ThisWeek, ThisMonth, Today, etc.) - Use startDate/en...
/tenants/{tenant}/tasks
GET Get TaskItem
Gets a TaskItem for the specified tenant.
/tenants/{tenant}/tasks/{code}
PUT Update TaskItem
Updates a TaskItem for the specified tenant.
/tenants/{tenant}/tasks/{code}
DELETE Delete TaskItem
Deletes a TaskItem for the specified tenant.
/tenants/{tenant}/tasks/{code}
POST Bulk Restore Occurrences
Undoes a delete of one or more recurring task occurrences, by the same projected codes (proj-{recurringTaskCode}-{clientCode}-{yyyyMMdd}) that deleted...
/tenants/{tenant}/tasks/restore
GET Get Task Date Summary
Returns tasks grouped by date for the requested range: for each date that has tasks, the first perDateLimit tasks (stable order) plus that date's tota...
/tenants/{tenant}/tasks/date-summary
GET Get Task Workload Summary
Returns the four standard workload bucket counts in one call: overdue, due today, due this week, and in progress. Accepts the task list's scope filte...
/tenants/{tenant}/tasks/workload-summary
GET Get TaskItem History
Returns the task's history timeline, newest first — every status and assignee change on the task and its workflow steps, with who made each change. De...
/tenants/{tenant}/tasks/{code}/history