Actions46
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Task → Create
AI-generatedOverview
This node operation creates a new task in the Dalil AI system. It is useful for automating task management workflows, such as creating tasks for project management, client follow-ups, or document reviews. For example, you can create a task titled 'Complete project proposal' with an assignee, due date, status, and detailed body content in markdown format.
Use Case Examples
- Create a task with title 'Call client', assign it to a team member, set the due date, and mark the status as 'TODO'.
- Create a task with a detailed description in markdown to track document review progress.
Properties
| Name | Meaning |
|---|---|
| Title | Title of the task (e.g., 'Complete project proposal', 'Call client', 'Review documents') |
| Additional Fields | Optional additional fields for the task such as assignee, body content, due date, and status. |
Output
JSON
json- The created task object returned from the Dalil AI API, including all task details such as title, assignee, due date, status, and body content.
Dependencies
- Requires an API key credential for Dalil AI API authentication.
Troubleshooting
- Common issues include invalid or missing required fields such as the task title, or invalid UUID for assignee ID.
- API errors may occur if the provided due date is not in ISO 8601 format or if the status value is not one of the allowed options.
- Ensure the API key credential is correctly configured and has necessary permissions.