Tasks

An item that requires action to complete.

Select

The add-in will use the Outreach API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the add-in.

Id supports the '=,IN,>=,<=,>,<' operators.
AutoskipAt supports the '=,>=,<=,>,<' operators.
CreatedAt supports the '=,>=,<=,>,<' operators.
DueAt supports the '=,>=,<=,>,<' operators.
ScheduledAt supports the '=,>=,<=,>,<' operators.
State supports the '=,IN' operators.
StateChangedAt supports the '=,>=,<=,>,<' operators.
TaskType supports the '=,IN' operators.
UpdatedAt supports the '=,>=,<=,>,<' operators.

For example, the following query is processed server side:

SELECT * FROM Tasks WHERE Id = 1

SELECT * FROM Tasks WHERE Id IN (1, 2)

SELECT * FROM Tasks WHERE Id >= 1

SELECT * FROM Tasks WHERE Id <= 1

SELECT * FROM Tasks WHERE Id > 1

SELECT * FROM Tasks WHERE Id < 2

SELECT * FROM Tasks WHERE CreatedAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE CreatedAt >= '2022-01-25 01:02:02.0 ' AND createdAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE CreatedAt >= '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE CreatedAt = '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE CreatedAt < '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE CreatedAt > '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE AutoskipAt = '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE DueAt = '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE ScheduledAt = '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE StateChangedAt = '2022-02-25 01:02:02.0'

SELECT * FROM Tasks WHERE TaskType = 'follow_up'

SELECT * FROM Tasks WHERE State = 'incomplete'

Columns


Name	Type	Description
Id [KEY]	Integer	Id of Task.
Action	String	The action type of the task.
AutoskipAt	Datetime	The optional date and time when the task will automatically be skipped.
CompiledSequenceTemplateHtml	String	The compiled template HTML of incomplete SMS or LinkedIn tasks associated with a sequence.
Completed	Boolean	A boolean value indicating whether or not the task has been completed.
CompletedAt	Datetime	The date and time the task was completed.
CreatedAt	Datetime	The date and time the task was created.
DueAt	Datetime	The date and time the task is due.
Note	String	An optional note for the task.
OpportunityAssociation	String	The optional opportunity rule associated with the task.
ScheduledAt	Datetime	The date and time the pending task is scheduled for.
State	String	The current state of the task. Possible values are 'pending', 'incomplete', 'complete', etc.
StateChangedAt	Datetime	The date and time the state last changed.
TaskType	String	The type of task. Possible values are 'follow_up', 'manual', 'no_reply', 'sequence_open', 'sequence_click', 'sequence_step_call', 'sequence_step_email', 'sequence_step_linkedin_interact_with_post', 'sequence_step_linkedin_other', 'sequence_step_linkedin_send_connection_request', 'sequence_step_linkedin_send_message', 'sequence_step_linkedin_view_profile', 'sequence_step_sms', 'sequence_step_task', 'touch', etc.
UpdatedAt	Datetime	The date and time the task was last updated.
LinksSelf	String	Links self.
OwnerId	Integer	Owner Id.
OwnerType	String	Owner type.
ProspectId	Integer	Prospect Id.
ProspectType	String	Prospect's type.
ProspectAccountId	Integer	Prospect's account owner Id.
ProspectAccountType	String	Prospect's account type.
ProspectContactsData	String	Prospect's contacts.
ProspectContactsLinks	String	Prospect's contacts links.
ProspectContactsMetaCount	Integer	Prospect's meta count.
ProspectOwnerId	Integer	Prospect's owner Id.
ProspectOwnerType	String	Prospect's owner type.
ProspectPhoneNumbersData	String	Prospect's phone numbers.
ProspectPhoneNumbersLinks	String	Prospect's phone numbers links.
ProspectStageData	String	Prospect's stage.
SequenceId	Integer	The associated sequence Id.
SequenceType	String	The associated sequence type.
SequenceStateId	Integer	The associated sequence state Id.
SequenceStateType	String	The associated sequence state type.
SequenceStepId	Integer	The associated sequence step Id.
SequenceStepType	String	The associated sequence step type.
TaskPriorityId	Integer	The associated task priority Id.
TaskPriorityType	String	The associated task priority type.
TemplateId	Integer	The associated template Id.
Type	String	Types.

Excel Add-In for Outreach

Tasks

Select

Columns