List TaskItems
Lists TaskItems for the given tenant.
Date Range Options:
- Use dateRange for preset ranges (ThisWeek, ThisMonth, Today, etc.)
- Use startDate/endDate for custom ranges
- Date range is required when querying NotStarted tasks (or no status filter)
- Date range is NOT required when filtering by non-NotStarted statuses only (e.g., InProgress, Completed)
- Date range is NOT required when using isOverdue=true
Overdue Mode (isOverdue=true):
- Returns only tasks where DueDate < today
- Automatically excludes Completed and Skipped statuses unless you specify a status filter
- No date range required
Standard Mode (includeWorkflowSteps=false, default):
- Returns only tasks (materialised and optionally projected)
- Use dateBasis to specify which date field to use for filtering: StartDate (default) or DueDate
Agenda Mode (includeWorkflowSteps=true):
- Returns both tasks AND workflow steps as TaskItemDto objects
- Tasks: Returned with all standard TaskItem properties, WorkflowStepDetails = null
- Workflow Steps: Returned with parent task properties populated, WorkflowStepDetails contains step-specific information
Supports filtering by user(s), client(s), recurring task(s), category, date range, status, and isOverdue.
Parameters
| Name | Type | Description |
|---|---|---|
| tenant* | path string | The Tenant.Code |
The Tenant.Code |
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| client | query array | Filter by client code(s) - can specify multiple |
Filter by client code(s) - can specify multiple |
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| startDate | query string | Filter tasks starting from this date. Only valid when dateRange=CustomDateRange |
Filter tasks starting from this date. Only valid when dateRange=CustomDateRange |
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| endDate | query string | Filter tasks ending on this date. Only valid when dateRange=CustomDateRange |
Filter tasks ending on this date. Only valid when dateRange=CustomDateRange |
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| status | query array | Filter by task status(es) |
Filter by task status(es) |
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| category | query array | Filter by task category code(s) - can specify multiple |
Filter by task category code(s) - can specify multiple |
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| user | query array | Filter by user code(s) - can specify multiple |
Filter by user code(s) - can specify multiple |
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| recurringTask | query array | Filter by recurring task code(s) - can specify multiple |
Filter by recurring task code(s) - can specify multiple |
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| includeProjected | query boolean | Include projected (virtual) tasks in the results (default: false) |
Include projected (virtual) tasks in the results (default: false) |
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| dateBasis | query string | Which date field to use as the basis for filtering: StartDate (default) or DueDate |
Which date field to use as the basis for filtering: StartDate (default) or DueDate |
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| dateRange | query string | Preset date range. If CustomDateRange, startDate and endDate are required. |
Preset date range. If CustomDateRange, startDate and endDate are required. |
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| includeWorkflowSteps | query boolean | Include workflow steps in the results (default: false). When true, uses Agenda mode. |
Include workflow steps in the results (default: false). When true, uses Agenda mode. |
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| isOverdue | query boolean | Filter to only include overdue tasks (DueDate < today). No date range required when true. |
Filter to only include overdue tasks (DueDate < today). No date range required when true. |
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| savedFilter | query string | Code of a saved filter to apply. When provided, all filter parameters from the saved filter are used unless explicitly overridden by query parameters. |
Code of a saved filter to apply. When provided, all filter parameters from the saved filter are used unless explicitly overridden by query parameters. |
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| offset | query integer (int32) | Number of records to skip (default: 0). Use with limit for pagination. |
Number of records to skip (default: 0). Use with limit for pagination. |
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| limit | query integer (int32) | Maximum number of records to return (default: 10, max: 50) |
Maximum number of records to return (default: 10, max: 50) |
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| sortBy | query enum | Field to sort by. |
Field to sort by. |
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| sortDesc | query boolean | Sort in descending order (true) or ascending order (false, default) |
Sort in descending order (true) or ascending order (false, default) |
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