Tasks

CRM tasks let you track action items across your leads, deals, contacts and companies.

Create a Task

POST /crm/tasks

{
  "title": "Follow-up call",
  "description": "Re-engage Alice on the sent proposal",
  "due_date": "2026-03-01T09:00:00",
  "priority": "high",
  "status": "todo",
  "assigned_to": 1,
  "lead_id": 12,
  "deal_id": 5
}

A task can be linked to multiple entities simultaneously (contact_id, lead_id, deal_id, company_id).

Priorities and Statuses

Priorities: low, medium, high

Statuses:

Status	Description
todo	To do
in_progress	In progress
done	Completed

Complete a Task

POST /crm/tasks/{id}/complete

Sets the status to done and records completed_at.

Filter Tasks

GET /crm/tasks?status=todo&priority=high&overdue=true

Parameter	Description
status	todo, in_progress, done
priority	low, medium, high
assigned_to	User ID
contact_id	Tasks for a contact
lead_id	Tasks for a lead
deal_id	Tasks for a deal
company_id	Tasks for a company
overdue	true for overdue tasks