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List Tasks

Module · Stable

List tasks with optional filters by status, assignee, linked contact/company/deal, deadline, or date range.

Returns tasks matching optional filters. status: todo | in_progress | done | cancelled. assigned_to and entity_type/entity_id filter by person or linked contact, company, or deal. created_after/updated_after filter by ISO 8601 date/time, for a “what changed since X” sweep or digest. due_on_or_before/due_on_or_after filter by DEADLINE day — due_on_or_before=“yesterday” is overdue, both set to one day is “due that day” — and switch the order to oldest deadline first, so a limit keeps the most overdue. limit defaults to 50. Returns the tasks array, a count of what was returned, and a total of what matched — report the total.

Use when you have a deal_id, company_id, or contact_id from an upstream step (e.g. Find Deal or Find Contact) and need to pull all open or overdue tasks for that record. The resulting tasks array feeds naturally into a For each loop for per-task processing or notification.

To act on a single known task, use Update Task or Complete Task directly — listing first is unnecessary overhead. To create a new task, use Create Task. To check whether a record’s checklist gates are met, use Checklist status instead.

Configured per use: status, assigned_to, entity_type, entity_id, limit, created_after, updated_after, due_on_or_before, due_on_or_after.

  • tasks
  • count
  • total

Auto-generated from the skill registry (load_skills()). Do not edit by hand.