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Overview

The Tasks API provides functionality for managing:
  • Task creation and tracking
  • Task assignments
  • Task status updates
  • Task categories
  • Multi-assignee workflows

Core Concepts

Task Statuses

StatusDescription
pendingAwaiting action
in_progressBeing worked on
completedTask completed
canceledTask canceled
declinedTask declined

Task Categories

CategoryDescription
signDocument signing
approveApproval tasks
updateUpdate tasks
deleteDeletion tasks

Task Properties

FieldDescription
titleTask name
descriptionTask details
categoryTask type
weightCompletion weight (0-1)
is_urgentPriority flag
statusCurrent state

Assignee Properties

FieldDescription
user_idAssignee identifier
weightIndividual weight
statusAssignee status
task_completedCompletion flag

Task Actions

  • perform: Complete task
  • decline: Decline task
  • cancel: Cancel task
  • reassign: Change assignees

Validation Rules

Weight Rules

  • Between 0 and 1
  • Total assignee weights = 1
  • Non-negative values

Assignment Rules

  • Valid assignees required
  • No duplicate assignees
  • Proper permissions

Security Requirements

  • Task creation needs authorization
  • Actions are role-based
  • Changes are audited
  • Customer-scoped access
See individual endpoint documentation for detailed request/response formats and examples.