Tasks
Manages to-do items linked to CRM records, with due dates, priorities, reminders, and completion status.
Table-Specific Information
Select
This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.
Insert
INSERT INTO Tasks(Subject, Status) VALUES ('Finish sending emails to potential leads.', 'Created')
INSERT INTO Tasks(Subject, Status, ModuleName) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts')
INSERT INTO Tasks(Subject, Status, ModuleName, RelatedTo_Id) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts', '2788704000120533263')
Required fields: Subject, ModuleName if RelatedTo_Id is specified.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Delete
You must specify the Id in the WHERE clause when executing a delete against this table.
DELETE FROM Tasks WHERE Id = '3152079000000153079'
Update
You must specify the Id in the WHERE clause when executing an update against this table.
UPDATE Tasks SET Status = 'In progress' WHERE Id = '3152079000000492026'
Required fields: Id.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | True |
Unique identifier for the task record. |
| TaskOwner_Id | String | False |
Identifier of the user assigned as the task owner. |
| TaskOwner_FirstName | String | True |
First name of the task owner. |
| TaskOwner_LastName | String | True |
Last name of the task owner. |
| TaskOwner_Email | String | True |
Email address of the task owner. |
| TaskOwner_Name | String | True |
Full name of the task owner. |
| Subject | String | False |
Title or summary of the task. |
| DueDate | Date | False |
The date by which the task should be completed. |
| ContactName_Id | String | False |
Identifier of the contact associated with the task. |
| ContactName_Name | String | True |
Name of the contact associated with the task. |
| RelatedTo_Id | String | False |
Identifier of the related entity or record. |
| RelatedTo_Name | String | True |
Name of the related entity or record. |
| Status | String | False |
Current status of the task, such as Open or Completed. |
| Priority | String | False |
Priority level of the task, such as High, Medium, or Low. |
| ClosedTime | Datetime | True |
Timestamp indicating when the task was marked as completed. |
| SendNotificationEmail | Bool | False |
Indicates whether a notification email is sent. |
| Repeat_Id | String | False |
Identifier of the recurring schedule, if the task is recurring. |
| Repeat_Name | String | True |
Name or description of the recurring schedule. |
| Reminder_Id | String | False |
Identifier of the reminder associated with the task. |
| Reminder_Name | String | True |
Name or description of the task reminder. |
| CreatedBy_Id | String | False |
Identifier of the user who created the task. |
| CreatedBy_FirstName | String | True |
First name of the user who created the task. |
| CreatedBy_LastName | String | True |
Last name of the user who created the task. |
| CreatedBy_Email | String | True |
Email address of the user who created the task. |
| CreatedBy_Name | String | True |
Full name of the user who created the task. |
| ModifiedBy_Id | String | False |
Identifier of the user who last modified the task. |
| ModifiedBy_FirstName | String | True |
First name of the user who last modified the task. |
| ModifiedBy_LastName | String | True |
Last name of the user who last modified the task. |
| ModifiedBy_Email | String | True |
Email address of the user who last modified the task. |
| ModifiedBy_Name | String | True |
Full name of the user who last modified the task. |
| CreatedTime | Datetime | False |
Timestamp indicating when the task was created. |
| ModifiedTime | Datetime | False |
Timestamp indicating when the task was last modified. |
| Tag | String | False |
Tags or labels associated with the task. |
| Description | String | False |
Detailed information or notes about the task. |
| RecordId | Long | True |
Internal record identifier. |
| Locked | Bool | True |
Indicates whether the task is locked from editing. |
| LastActivityTime | Datetime | False |
Timestamp of the most recent activity on the task. |
| ModuleName | String | False |
Name of the module to which the task belongs. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| DuplicateCheckFields | String |
Field or fields used to detect duplicate records during an upsert. The REST API supports multiple fields, while the BULK API supports only one. |
| Trigger | String |
Used to trigger automation rules when inserting a record into the CRM account. |
| CustomViewId | Long |
Custom view identifier for filtering this record. Effective only when the useCOQL parameter is set to false. |