Manage tasks/to-dos in Dalil AI CRM — create, read, update, delete, search, and list task records including title, due date, status, and assignee. Use task-relation to attach tasks to people, companies, or opportunities.

Dalil AI: Task API Skills

Quick Reference

• Base URL: https://app.usedalil.ai

• Auth: Authorization: Bearer {apiKey}

• Content-Type: application/json (POST/PATCH requests only)

• Accept: application/json (GET requests)

• Resource path: /rest/tasks

GraphQL search (POST /graphql):

• searchInput is a plain String! variable — do NOT pass as an object {query: "...", includedObjectNameSingulars: [...]} (causes type error)

• limit must be hardcoded in the query string — do NOT pass as a $limit variable (causes type error)

• Returns IDs only — always follow up with REST to fetch full records

Endpoints

Create Task

Request Body

{
  "title": "Follow up with client",
  "bodyV2": {
    "markdown": "Call to discuss the proposal.\nSend updated pricing.",
    "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Call to discuss the proposal.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Send updated pricing.\",\"styles\":{}}],\"children\":[]}]"
  },
  "status": "TODO",
  "dueAt": "2024-03-15T09:00:00.000Z",
  "assigneeId": "uuid-of-workspace-member"
}

{
  "title": "Follow up with client",
  "bodyV2": {
    "markdown": "Call to discuss the proposal.\nSend updated pricing.",
    "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Call to discuss the proposal.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Send updated pricing.\",\"styles\":{}}],\"children\":[]}]"
  },
  "status": "TODO",
  "dueAt": "2024-03-15T09:00:00.000Z",
  "assigneeId": "uuid-of-workspace-member"
}

{
  "title": "Follow up with client",
  "bodyV2": {
    "markdown": "Call to discuss the proposal.\nSend updated pricing.",
    "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Call to discuss the proposal.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Send updated pricing.\",\"styles\":{}}],\"children\":[]}]"
  },
  "status": "TODO",
  "dueAt": "2024-03-15T09:00:00.000Z",
  "assigneeId": "uuid-of-workspace-member"
}

Required Fields

• title (string) — Task title

Optional Fields

• bodyV2.markdown (string) — Body content as markdown

• bodyV2.blocknote (string) — Body content as blocknote JSON

• status (string) — TODO, IN_PROGRESS, or DONE

• dueAt (string) — Due date in ISO 8601 format

• assigneeId (UUID) — Assigned workspace member

Update Task

Updatable fields: title, bodyV2, status, dueAt, assigneeId

Get Task

List Tasks

GET /rest/tasks?limit=60&order_by=dueAt[AscNullsLast]

GET /rest/tasks?limit=60&order_by=dueAt[AscNullsLast]

GET /rest/tasks?limit=60&order_by=dueAt[AscNullsLast]

Delete Task

Search Pattern

Search by title (GraphQL + REST):

Step 1 — GraphQL:

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Follow up" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Follow up" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Follow up" }
}

POST to https://app.usedalil.ai/graphql

Step 2 — Fetch:

GET /rest/tasks?filter=id[in]:[recordId1,recordId2]

GET /rest/tasks?filter=id[in]:[recordId1,recordId2]

GET /rest/tasks?filter=id[in]:[recordId1,recordId2]

Linking Tasks to Records

Tasks are standalone. To attach a task to a person, company, or opportunity, create a Task Relation:

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

Or use companyId or opportunityId instead of personId.

Filter Examples

# Incomplete tasks
filter=status[neq]:DONE

# Tasks due before a date
filter=dueAt[lt]:2024-04-01T00:00:00.000Z

# Tasks with TODO status
filter=status[eq]:TODO

# Tasks assigned to a specific member
filter=assigneeId[eq]:member-uuid

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]

# Incomplete tasks
filter=status[neq]:DONE

# Tasks due before a date
filter=dueAt[lt]:2024-04-01T00:00:00.000Z

# Tasks with TODO status
filter=status[eq]:TODO

# Tasks assigned to a specific member
filter=assigneeId[eq]:member-uuid

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]

# Incomplete tasks
filter=status[neq]:DONE

# Tasks due before a date
filter=dueAt[lt]:2024-04-01T00:00:00.000Z

# Tasks with TODO status
filter=status[eq]:TODO

# Tasks assigned to a specific member
filter=assigneeId[eq]:member-uuid

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]

Gotchas

1. Status values are UPPER_SNAKE_CASE — Use TODO, IN_PROGRESS, DONE.

2. Body uses blocknote JSON format — The bodyV2 field requires both markdown and blocknote. When using the simplified API, send plain body text for auto-conversion.

3. Tasks are standalone — Not directly linked to records. Use Task Relations (/rest/taskTargets) to associate with people/companies/opportunities.

4. Due date is ISO 8601 — Use format 2024-03-15T09:00:00.000Z.

5. Search is title-only — No body content search is available.

6. GraphQL search returns IDs only — Follow up with GET /rest/tasks?filter=id[in]:[id1,id2] to fetch full records.

7. URL-encode GET filter params — Filter strings contain special characters ([, ], :) that break manually constructed URLs. Use URL encoding when making requests (e.g., curl -G --data-urlencode "filter=...").