ServiceTitan icon

ServiceTitan

ServiceTitan field service management — customers, jobs, appointments, estimates, invoices, bookings, leads, calls, locations, memberships, technicians, payments, tags, tasks

Task → Create

AI-generated

Summary

Create a ServiceTitan task with its required name, reporter, assignee, business unit, task type, source, priority, reported date, and closed state. Optionally set its completion date, customer, description, involved employees, job, project, start date, status, and resolution.

Inputs

  • Name (required) — Task name.
  • Reported By Employee Name or ID (required) — Select or provide the ID of the employee who reported the task.
  • Assigned To Employee Name or ID (required) — Select or provide the ID of the employee assigned to the task.
  • Business Unit Name or ID (required) — Select or provide the business unit ID.
  • Task Type Name or ID (required) — Select or provide a task type ID from the tenant's task types.
  • Task Source Name or ID (required) — Select or provide a task source ID from the tenant's task sources.
  • Priority (required) — Choose Low, Normal, High, or Urgent; defaults to Normal.
  • Reported Date (required) — Date the task was reported. The field description says it defaults to now when left blank.
  • Is Closed (required) — Whether to create the task already closed; defaults to false.
  • Additional Fields — Optionally set Complete By, Customer ID, Description, Involved Employee Names or IDs, Job ID, Project ID, Started On, Status (defaults to To Do), and Task Resolution Name or ID.

Output shape

A single created task record.

The operation sends a POST request to the tenant's ServiceTitan Task Management tasks endpoint. Task type, source, and employee options are loaded from tenant data; employee and business unit fields also support entering IDs via expressions.

Links

Discussion