Tasks

Return the data for all Tasks

Changed on

Outlines the parameters, optional and required, used when requesting the data for all Tasks

A Task can be assigned to up to 10 firm users, or to one Contact, but never both.

assignees lists the firm users the Task is assigned to, and assignee is one of them. assignees is [] in every other case, including a Contact assignee. An unassigned Task returns assignee as null and assignees as [].

get/tasks.json

Request

  • Base URL
    https://app.clio.com/api/v4
  • URL
    https://app.clio.com/api/v4/tasks.json
  • Auth
    none declared

Query parameters

assignee_contact_ids[]integer

Filter Task records to those assigned to any of the given contacts. Repeat the parameter once per id.

assignee_idinteger

The unique identifier for a single User or Contact. Use the keyword null to match those without a Task. The list will be filtered to include only the Task records with the matching property.

assignee_ids[]integer

Filter Task records to those assigned to any of the given firm users. Matches secondary assignees as well as the primary one. Repeat the parameter once per id.

assignee_type'user' | 'contact'

Filter Task records to those with a specific assignee. Must be passed if filtering by assignee.

assignee_types[]'user' | 'contact'

Filter Task records to those with any of the given assignee types. Optional: broadens an assignee_ids filter to include all firm users or all contacts. When user is present it matches all firm-user-assigned tasks regardless of specific ids. Cannot be combined with the singular assignee_type.

assigner_idinteger

The unique identifier for a single User. Use the keyword null to match those without a Task. The list will be filtered to include only the Task records with the matching property.

cascading_source_idinteger

Filter Task records to those with a parent task that has the specified ID.

client_idinteger

The unique identifier for a single Contact. Use the keyword null to match those without a Task. The list will be filtered to include only the Task records with the matching property.

completeboolean

Filter Task records to those which are complete or not.

created_sincestring date-time

Filter Task records to those having the created_at field after a specific time. (Expects an ISO-8601 timestamp).

due_at_fromstring date

Start of date range when querying by due_at in a range. (Expects an ISO-8601 date).

due_at_presentboolean

Filter Task records to those that have a due date specified, or not.

due_at_tostring date

End of date range when querying by due_at in a range. (Expects an ISO-8601 date).

fieldsstring

The fields to be returned. See response samples for what fields are available. For more information see the fields section.

ids[]integer

Filter Task records to those having the specified unique identifiers.

limitinteger

A limit on the number of Task records to be returned. Limit can range between 1 and 200. Default: 200.

matter_idinteger

The unique identifier for a single Matter. Use the keyword null to match those without a Task. The list will be filtered to include only the Task records with the matching property.

order'name(asc)' | 'name(desc)' | 'task_type.name(asc)' | 'task_type.name(desc)' | 'id(asc)' | 'id(desc)' | 'priority(asc)' | 'priority(desc)' | 'matter.display_number(asc)' | 'matter.display_number(desc)' | 'due_at(asc)' | 'due_at(desc)' | 'due_at_strict(asc)' | 'due_at_strict(desc)' | 'completed_at(asc)' | 'completed_at(desc)'

Orders the Task records by the given field. Default: id(asc).

page_tokenstring

A token specifying which page to return.

permission'private' | 'public'

Filter Task records to those with the given permission. Returns all tasks by default.

priorities[]'high' | 'normal' | 'low'

Filter Task records to those with any of the given priorities. Repeat the parameter once per priority.

priority'high' | 'normal' | 'low'

Filter Task records to those with the given priority.

querystring

Wildcard search for name or description matching a given string.

responsible_attorney_idinteger

Filter Task records to those that have an associated matter with a responsible attorney ID.

status'pending' | 'in_progress' | 'in_review' | 'complete' | 'draft'

Filter Task records to those with the given status. Users without advanced tasks enabled may only specify 'complete' or 'pending'.

statuses[]'pending' | 'in_progress' | 'in_review' | 'complete' | 'draft'

Filter Task records to those with the given statuses. Users without advanced tasks enabled may only specify 'complete' or 'pending'.

statute_of_limitationsboolean

Filter Task records to those which are a statute of limitations or not.

task_type_idinteger

The unique identifier for a single TaskType. Use the keyword null to match those without a Task. The list will be filtered to include only the Task records with the matching property.

time_entries_presentboolean

Filter Task records to those that have associated time entries, or not.

updated_sincestring date-time

Filter Task records to those having the updated_at field after a specific time. (Expects an ISO-8601 timestamp).

Headers

X-API-VERSIONstring

The API minor version. Default: latest version.

Response

Ok

Changes

    • info

      added the optional property ///// to the response with the status

    • warning

      added the new FixedFee enum value to the ///// response property for the response status