A unit of work to be performed for a project. Use tasks to:
Returns up to 100 object references from the collection with a key, ID, and link for each task. This operation is mostly for use in testing; use query to find tasks that meet certain criteria and to specify properties that are returned.
Subscription | Projects |
---|---|
User type | Business, Employee, Project Manager, Warehouse |
Permissions | List Tasks |
OK
Bad Request
{- "ia::result": [
- {
- "key": "1",
- "id": "T-1",
- "href": "/objects/projects/task/1"
}, - {
- "key": "2",
- "id": "T-2",
- "href": "/objects/projects/task/2"
}, - {
- "key": "3",
- "id": "T-3",
- "href": "/objects/projects/task/3"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 3,
- "next": 0,
- "previous": 0
}
}
Creates a new project task.
Subscription | Projects |
---|---|
User type | Business, Project Manager |
Permissions | Add Tasks |
New task definition
name required | string Task name. Must be unique within the project. Example: "Task 1" | ||||
required | object The project that the task is associated with. | ||||
| |||||
id | string Identifier for the task. Must be unique within the project. 20 characters max. Example: "01-010" | ||||
object The parent task if this task is the child of another, larger task. | |||||
| |||||
object Work item that this task is assigned to. A task must be assigned to an item for it to be invoiced. | |||||
| |||||
object Planned start and end dates for the task. | |||||
| |||||
object Task-related durations. | |||||
| |||||
description | string or null Task description. Example: "First task" | ||||
isMilestone | boolean Default: false Set to Example: true | ||||
isUtilized | boolean Default: false Set to Example: true | ||||
isBillable | boolean Default: false Set to Example: true | ||||
wbsCode | string or null Work breakdown structure code. Example: "1" | ||||
priority | number or null A numeric value indicating the task priority. Example: 2 | ||||
status | string Default: "inProgress" Current status of the task. If the task status is Completed, employees can't enter time for the task on timesheets. Example: "completed" | ||||
object Time type used when posting labor costs to the general ledger or for tracking and reporting how work time is spent. | |||||
| |||||
object Class dimension associated with the task. | |||||
| |||||
object Documents associated with the task, such as statements of work, specifications, or agreements. | |||||
| |||||
object Task that must be completed before this task can start. | |||||
| |||||
object Production Units | |||||
|
Created
Bad Request
{- "id": "Task-1",
- "name": "General Overhead",
- "project": {
- "id": "NET-XML30-1"
}, - "status": "planned"
}
{- "ia::result": {
- "key": "6",
- "id": "6",
- "href": "/objects/projects/task/6"
}, - "ia::meta": {
- "totalCount": 1
}
}
Returns detailed information for a specified task.
Subscription | Projects |
---|---|
User type | Business, Employee, Project Manager, Warehouse |
Permissions | View Tasks |
key required | string System-assigned key for the task. |
OK
Bad Request
{- "ia::result": {
- "key": "1",
- "id": "T-1",
- "parent": {
- "key": "11",
- "id": "T-11",
- "name": "Cabinet design",
- "href": "/objects/projects/task/11"
}, - "name": "Project Task",
- "project": {
- "key": "1",
- "id": "NET-XML30-1",
- "name": "Created by XML 3.0",
- "startDate": "2023-02-25",
- "endDate": "2023-04-25",
- "href": "/objects/projects/project/56"
}, - "customer": {
- "key": "1",
- "id": "101",
- "name": "Corley Energy",
- "href": "/objects/accounts-receivable/customer/41"
}, - "productionUnits": {
- "estimate": 1200,
- "description": "linear feet siding"
}, - "item": {
- "key": "311",
- "id": "Project Item 1",
- "name": "Extension pack",
- "href": "/objects/inventory-control/item/311"
}, - "planned": {
- "startDate": "2023-02-25",
- "endDate": "2023-06-25"
}, - "actual": {
- "startDate": "2023-02-25",
- "endDate": "2023-11-25"
}, - "duration": {
- "planned": 100,
- "estimated": 100,
- "actual": 0,
- "remaining": 0,
- "approved": 0,
- "plannedBillable": 0,
- "estimatedBillable": 0,
- "actualBillable": 0,
- "approvedBillable": 0
}, - "percentComplete": 0.25,
- "observerPercentComplete": 0.3,
- "description": "Task Description",
- "isMilestone": false,
- "isUtilized": false,
- "isBillable": false,
- "wbsCode": "1",
- "priority": 1,
- "status": "inProgress",
- "timeType": {
- "key": "2",
- "id": "overtime",
- "href": "/objects/time/time-type/2"
}, - "class": {
- "key": "19",
- "id": "DES",
- "name": "Design",
- "href": "/objects/company-config/class/19"
}, - "audit": {
- "createdDateTime": "2021-08-12T17:25:29Z",
- "modifiedDateTime": "2021-08-12T17:25:29Z",
- "createdBy": "1",
- "modifiedBy": "1"
}, - "dependentOn": {
- "key": "1",
- "id": "T-1",
- "name": "Design review",
- "href": "/objects/projects/task/1"
}, - "root": {
- "key": "1",
- "id": "ID1",
- "name": "Task 1",
- "href": "/objects/projects/task/1"
}, - "standardTask": {
- "key": "1",
- "id": "1",
- "name": "1",
- "href": "/objects/construction/standard-task/1"
}, - "attachment": {
- "id": "1"
}, - "href": "/objects/projects/task/1"
}, - "ia::meta": {
- "totalCount": 1
}
}
Updates an existing task by setting field values. Any fields not provided remain unchanged.
Subscription | Projects |
---|---|
User type | Business, Project Manager |
Permissions | Edit Tasks |
key required | string System-assigned key for the task. |
name | string Task name. Must be unique within the project. Example: "Task 1" | ||||
object The parent task if this task is the child of another, larger task. | |||||
| |||||
object Work item that this task is assigned to. A task must be assigned to an item for it to be invoiced. | |||||
| |||||
object Planned start and end dates for the task. | |||||
| |||||
object Task-related durations. | |||||
| |||||
description | string or null Task description. Example: "First task" | ||||
isMilestone | boolean Default: false Set to Example: true | ||||
isUtilized | boolean Default: false Set to Example: true | ||||
isBillable | boolean Default: false Set to Example: true | ||||
wbsCode | string or null Work breakdown structure code. Example: "1" | ||||
priority | number or null A numeric value indicating the task priority. Example: 2 | ||||
status | string Default: "inProgress" Current status of the task. If the task status is Completed, employees can't enter time for the task on timesheets. Example: "completed" | ||||
object Time type used when posting labor costs to the general ledger or for tracking and reporting how work time is spent. | |||||
| |||||
object Class dimension associated with the task. | |||||
| |||||
object Documents associated with the task, such as statements of work, specifications, or agreements. | |||||
| |||||
object Task that must be completed before this task can start. | |||||
| |||||
object Production Units | |||||
|
OK
Bad Request
{- "status": "completed",
- "duration": {
- "estimated": 27
}
}
{- "ia::result": {
- "key": "6",
- "id": "T-6",
- "href": "/objects/projects/task/6"
}, - "ia::meta": {
- "totalCount": 1
}
}
Deletes a task.
Subscription | Projects |
---|---|
User type | Business, Project Manager |
Permissions | Delete Tasks |
key required | string System-assigned key for the task. |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}
Queries an object for filtered data.
object | string Object type to query, in the form Example: "projects/task" | ||||||||
fields | Array of strings List of fields to include in the response. Can be any combination of these:
Example: ["key","id","max:vendor.creditLimit"] | ||||||||
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object) Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the response. Example: 100 |
OK
Bad Request
{- "object": "projects/task",
- "filters": [
- {
- "$eq": {
- "project.key": "132"
}
}, - {
- "$ne": {
- "status": "completed"
}
}
], - "fields": [
- "key",
- "name",
- "status",
- "project.key",
- "duration.planned",
- "duration.actual",
- "duration.remaining"
], - "orderBy": [
- {
- "name": "desc"
}
]
}
{- "ia::result": [
- {
- "key": "1326",
- "name": "Selective Demolition",
- "status": "inProgress",
- "project.key": "132",
- "duration.planned": null,
- "duration.actual": null,
- "duration.remaining": null
}, - {
- "key": "1325",
- "name": "Demolition",
- "status": "inProgress",
- "project.key": "132",
- "duration.planned": null,
- "duration.actual": null,
- "duration.remaining": null
}, - {
- "key": "1327",
- "name": "Concrete Removal",
- "status": "inProgress",
- "project.key": "132",
- "duration.planned": null,
- "duration.actual": null,
- "duration.remaining": null
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}