PerfexCRMInstall

Summary

Retrieve multiple tasks from PerfexCRM with optional filtering, pagination, and the choice to return all results or a limited subset.

Inputs

• Return All — Choose whether to return all matching tasks or limit the number of results.
• Limit — If not returning all, specify the maximum number of tasks to return.
• Offset — If not returning all, specify the number of matching tasks to skip before returning results.
• Filters — Apply various filters to narrow down tasks, such as Assigned staff ID, Billable status, Billed status, Due Date range, Finished status, Milestone ID, Priority level, Project ID, Related item ID and type, text Search on name or description, Start Date range, Status, and Tags.

Output shape

a list of task records matching the applied filters and pagination settings

If 'Return All' is true, all matching tasks are retrieved regardless of limit or offset. If false, results are paginated using Limit and Offset parameters. Filters support multiple fields for fine-grained querying. The returned data includes tasks with their standard PerfexCRM task fields.

Examples

Example 1: Get all tasks assigned to a specific staff member with high priority due in a date range.

Set Return All to true, use Filters to specify Assigned staff ID, Priority as High, Due Date From and To values.

Example 2: Fetch a paginated list of unfinished tasks with 'urgent' priority, limiting to 10 results starting from the 5th record.

Set Return All to false, Limit to 10, Offset to 4, Filters for Finished as No, Priority as Urgent.