Tasks

Entity›Activity›Activity.Task

Tasks represent to-do items and action items in your CRM. They can be assigned to employees, linked to relationships, and have start/end dates to track deadlines.

Use the Activity_Task endpoint to manage tasks. Tasks inherit all fields from Activity and add task-specific fields like Assignee, StartDate, and EndDate.

Endpoints

List Tasks

GET/v1/odata/Activity_Task

Single Task

GET/v1/odata/Activity_Task({id})

With expanded relations:

GET/v1/odata/Activity_Task({id})?$expand=Assignee,Relationship,Phase

Create Task

POST/v1/odata/Activity_Task

Update Task

PUT/v1/odata/Activity_Task({id})

Delete Task

DELETE/v1/odata/Activity_Task({id})

Fields

Task Fields

Field	Type	Description
Subject	String	Task subject / title
StartDate	DateTimeOffset	Task start date
EndDate	DateTimeOffset	Task due date
Description	String	Task description

Inherited Fields (from Activity)

See Activity Fields for all inherited fields.

Relationships

Relationship	Target Entity	Cardinality	Description
Assignee	Relationship.Person.Contact.Employee	N:1	Assigned employee
Relationship	Relationship	N:1	Linked relation
Phase	Datastore.Phase.ActivityTask	N:1	Task phase
LinkedActivities	Activity	1:N	Linked activities

Expanding Relationships

GET/v1/odata/Activity_Task({id})?$expand=Assignee

Navigating Relationships

GET/v1/odata/Activity_Task({id})/Assignee

Filtering Examples

GET/v1/odata/Activity_Task?$filter=IsClosed eq {IsClosed}&$top={top}

GET/v1/odata/Activity_Task?$filter=contains(Subject, '{Subject}')&$top={top}

GET/v1/odata/Activity_Task?$filter=EndDate lt {EndDate}&$top={top}

GET/v1/odata/Activity_Task?$filter=StartDate gt {StartDate}&$top={top}