API Documentation

API Documentation

API Documentation

Task

Task

Task

Endpoints

Method

Path

Description

POST

/rest/tasks

Create a new task

GET

/rest/tasks/{id}

Get a task by ID

GET

/rest/tasks

List tasks

PATCH

/rest/tasks/{id}

Update a task

DELETE

/rest/tasks/{id}

Delete a task

POST

/graphql

Search tasks by title


Create a Task

POST /rest/tasks
POST /rest/tasks
POST /rest/tasks

Required Fields

Field

Type

Description

title

string

Task title

Optional Fields

Field

Type

Description

bodyV2.markdown

string

Task description as Markdown

bodyV2.blocknote

string

Task description as blocknote JSON (stringified)

status

string

Task status: TODO, IN_PROGRESS, or DONE

dueAt

string

Due date (ISO 8601)

assigneeId

UUID

Assigned workspace member ID

Body shortcut: You can send plain text in a body field (instead of bodyV2) and the API will auto-convert it.

Request Example

curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Follow up with client",
    "body": "Call to discuss the proposal. Send updated pricing afterward.",
    "status": "TODO",
    "dueAt": "2024-03-15T09:00:00.000Z",
    "assigneeId": "member-uuid-here"
  }'
curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Follow up with client",
    "body": "Call to discuss the proposal. Send updated pricing afterward.",
    "status": "TODO",
    "dueAt": "2024-03-15T09:00:00.000Z",
    "assigneeId": "member-uuid-here"
  }'
curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Follow up with client",
    "body": "Call to discuss the proposal. Send updated pricing afterward.",
    "status": "TODO",
    "dueAt": "2024-03-15T09:00:00.000Z",
    "assigneeId": "member-uuid-here"
  }'


Get a Task

GET /rest/tasks/{id}?depth=0
GET /rest/tasks/{id}?depth=0
GET /rest/tasks/{id}?depth=0

Parameter

Type

Default

Description

id

UUID (path)

—

Task ID

depth

number

0

0 = task only, 1 = + linked records

curl -G "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"


List Tasks

GET /rest/tasks
GET /rest/tasks
GET /rest/tasks

Parameter

Type

Default

Description

limit

number

60

Records per page

starting_after

UUID

—

Pagination cursor (last record's ID)

order_by

string

—

Sort field and direction

filter

string

—

Filter conditions

depth

number

0

Related objects depth

# All incomplete tasks, soonest due date first
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE" \
  --data-urlencode "order_by=dueAt[AscNullsLast]"

# Tasks assigned to a specific member
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=assigneeId[eq]:member-uuid"

# Overdue tasks (not done, past due date)
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z"
# All incomplete tasks, soonest due date first
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE" \
  --data-urlencode "order_by=dueAt[AscNullsLast]"

# Tasks assigned to a specific member
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=assigneeId[eq]:member-uuid"

# Overdue tasks (not done, past due date)
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z"
# All incomplete tasks, soonest due date first
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE" \
  --data-urlencode "order_by=dueAt[AscNullsLast]"

# Tasks assigned to a specific member
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=assigneeId[eq]:member-uuid"

# Overdue tasks (not done, past due date)
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z"


Update a Task

Send only the fields you want to change.

PATCH /rest/tasks/{id}
PATCH /rest/tasks/{id}
PATCH /rest/tasks/{id}

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

# Mark a task as done
curl -X PATCH "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status": "DONE"}'
# Mark a task as done
curl -X PATCH "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status": "DONE"}'
# Mark a task as done
curl -X PATCH "https://app.usedalil.ai/rest/tasks/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status": "DONE"}'


Delete a Task

DELETE /rest/tasks/{id}
DELETE /rest/tasks/{id}
DELETE /rest/tasks/{id}

Note: Deleting a task also removes any associated Task Relations. The linked records (person, company, opportunity) are not affected.


Search Tasks

Tasks are searched by title only using GraphQL. Body content is not searchable.

By Title — GraphQL + REST (Two Steps)

Step 1: GraphQL search → get IDs

curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Follow up"
    }
  }'
curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Follow up"
    }
  }'
curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"task\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Follow up"
    }
  }'

GraphQL caveats:

  • searchInput is a plain String! variable

  • limit must be hardcoded in the query string

  • Returns IDs only

Step 2: Fetch full records

curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"


Linking Tasks to Records

Tasks must be explicitly linked to CRM records using the Task Relation endpoint. A single task can be linked to multiple records.


Workflow

Create a Task and Link It

# Step 1: Create the task
curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Quarterly review call",
    "status": "TODO",
    "dueAt": "2024-04-01T10:00:00.000Z"
  }'
# Save the returned task ID

# Step 2: Link to a person
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "personId": "person-uuid"}'

# Step 3: Also link to their company (separate relation)
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "companyId": "company-uuid"}'
# Step 1: Create the task
curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Quarterly review call",
    "status": "TODO",
    "dueAt": "2024-04-01T10:00:00.000Z"
  }'
# Save the returned task ID

# Step 2: Link to a person
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "personId": "person-uuid"}'

# Step 3: Also link to their company (separate relation)
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "companyId": "company-uuid"}'
# Step 1: Create the task
curl -X POST "https://app.usedalil.ai/rest/tasks" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Quarterly review call",
    "status": "TODO",
    "dueAt": "2024-04-01T10:00:00.000Z"
  }'
# Save the returned task ID

# Step 2: Link to a person
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "personId": "person-uuid"}'

# Step 3: Also link to their company (separate relation)
curl -X POST "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"taskId": "task-uuid", "companyId": "company-uuid"}'


Find All Tasks for a Person

curl -G "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"
curl -G "https://app.usedalil.ai/rest/taskTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"

The response includes the full task object when depth >= 1.


Filter Examples

# Incomplete tasks
filter=status[neq]:DONE

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

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

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

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z

# Tasks with no due date set
filter=dueAt[is]:NULL
# Incomplete tasks
filter=status[neq]:DONE

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

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

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

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z

# Tasks with no due date set
filter=dueAt[is]:NULL
# Incomplete tasks
filter=status[neq]:DONE

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

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

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

# Overdue incomplete tasks
filter=status[neq]:DONE,dueAt[lt]:2024-03-01T00:00:00.000Z

# Tasks with no due date set
filter=dueAt[is]:NULL


Common Gotchas

  1. Tasks are standalone. They are not directly attached to people or companies — a separate Task Relation (/rest/taskTargets) is required to create the link.


  2. Status values are UPPER_SNAKE_CASE. Use TODO, IN_PROGRESS, DONE — not "To Do" or "done".


  3. Due date must be ISO 8601. Use "2024-03-15T09:00:00.000Z" format.


  4. Search is title-only. GraphQL search does not index task body content.


  5. Task Relations list does not support filtering. Unlike most list endpoints, /rest/taskTargets only supports order_by — not filter. To find tasks for a specific person or company, use depth=1 on the parent record or list all relations client-side.


  6. id[in] requires bracket syntax. Use id[in]:[uuid1,uuid2].


  7. URL-encode filter parameters. Use curl -G --data-urlencode "filter=...".

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