Tasks

Tasks are action items that can be assigned to users and linked to other records. Clarify automatically creates tasks from meeting action items, but you can also create them via the API.

Fields

Field	Type	Description
`title`	string	Task title (required)
`description`	object	Rich text body (BlockNote JSON format)
`status`	string	`To Do`, `In Progress`, `Done`, or `Canceled`
`priority`	string	`Urgent`, `High`, `Medium`, or `Low`
`due_date`	date	Due date in `YYYY-MM-DD` format
`assignee_id`	string	User ID of the assignee

Tasks also support relationship fields to link them to other records — see relationships.

Relationship	Field	Description
Person	`person_id`	Associated contact
Company	`company_id`	Associated company
Deal	`deal_id`	Associated deal
Meeting	`meeting_id`	Meeting this task came from

Create a task

POST /objects/task/records

{
  "data": {
    "type": "task",
    "attributes": {
      "title": "Send proposal to Acme Corp",
      "status": "To Do",
      "priority": "High",
      "due_date": "2024-04-01",
      "assignee_id": "usr_01HX9Z2K3M4N5P6Q7R8S9T0U"
    }
  }
}

Tasks don't have a unique field for upsert matching — every POST creates a new record.

Update a task

PATCH /objects/task/records/{id}

{
  "data": {
    "type": "task",
    "attributes": {
      "status": "Done"
    }
  }
}

Link a task to a record

Set the relationship field when creating or updating:

{
  "data": {
    "type": "task",
    "attributes": {
      "title": "Follow up after discovery call",
      "status": "To Do",
      "priority": "Medium",
      "person_id": "per_01HX9Z2K3M4N5P6Q7R8S9T0U",
      "deal_id": "deal_01HX9Z2K3M4N5P6Q7R8S9T0V"
    }
  }
}

List tasks

GET /objects/task/resources

Returns a paginated list of tasks. Supports the same filtering and sorting as other record types — see search and filter.

Common filters:

# Open tasks assigned to a user
GET /objects/task/resources?filter[status][In]=To Do,In Progress&filter[assignee_id][Equals]=usr_01HX...

# Overdue tasks
GET /objects/task/resources?filter[due_date][LessThan]=2024-04-01&filter[status][In]=To Do,In Progress

Bulk operations

Tasks support the same bulk create, update, and delete endpoints as other record types — see records for details. Use object type task in the path:

POST /objects/task/records/bulk — bulk create (max 25)
PATCH /objects/task/records — bulk update
DELETE /objects/task/records — bulk delete