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Work tasks are actionable items scoped to an organization. There are two types:
TypeDescription
taskCreated by users for manual work tracking
hil_approvalCreated by AI agents when they need human approval before proceeding

Task lifecycle

Tasks move through these statuses:
StatusDescription
todoNot started (default)
in_progressWork has begun
in_reviewPending review
doneCompleted
canceledNo longer needed
HIL approval tasks have a separate resolution flow: they are resolved by approving or rejecting, which triggers the originating agent to continue or stop.

Priority levels

Tasks can be prioritized as urgent, high, medium (default), or low.

Context entities

Tasks can be linked to related entities — invoices, parties, or messages — to provide context. Use the context search endpoint to find linkable entities.

Endpoints

List tasks

Paginated, filtered task list

Get task

Full task detail with hydrated context

Create task

Create a new user task

Update task

Update a task or resolve an HIL approval

Delete task

Delete a user task

Filter options

Available values for filter controls

Context search

Search entities to link to tasks