PerfexCRMInstall

Summary

Retrieve tasks assigned to a specific staff member optionally filtered by task status and priority, with control over the number of results returned.

Inputs

• Staff ID (required) — The ID of the staff member whose tasks will be retrieved.
• Return All — Indicates whether to return all matching tasks or limit the results to a specified number.
• Limit — The maximum number of task records to return when not returning all.
• Filters — Optional filters to refine the task results by status (e.g., Not Started, In Progress, Complete) and priority (Low, Medium, High, Urgent).

Output shape

a list of task objects assigned to the specified staff member.

Supports pagination internally to gather all results if 'Return All' is true. If 'Return All' is false, returns up to the specified 'Limit' number of tasks. The API response includes all task fields returned by PerfexCRM's staff tasks endpoint.

Examples

Example 1: Fetch up to 20 in-progress tasks assigned to staff member with ID '123'.

Set 'Staff ID' to '123', 'Return All' to false, 'Limit' to 20, and in Filters set Status to 'In Progress'.

Example 2: Fetch all urgent priority tasks for a staff member.

Set 'Staff ID' appropriately, enable 'Return All', and in Filters set Priority to 'Urgent'.