Tasks overview - Corebanq

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

Status	Description
`pending`	Awaiting action
`in_progress`	Being worked on
`completed`	Task completed
`canceled`	Task canceled
`declined`	Task declined

Task Categories

Category	Description
`sign`	Document signing
`approve`	Approval tasks
`update`	Update tasks
`delete`	Deletion tasks

Task Properties

Field	Description
`title`	Task name
`description`	Task details
`category`	Task type
`weight`	Completion weight (0-1)
`is_urgent`	Priority flag
`status`	Current state

Assignee Properties

Field	Description
`user_id`	Assignee identifier
`weight`	Individual weight
`status`	Assignee status
`task_completed`	Completion 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.