Tasks
Tasks are Provider tasks that must be completed Pre Work, On Site, and Post Work. Task object parameters will vary depending on the task type.
Task Object
Parameter | Type | Example | Mapping/Notes |
---|---|---|---|
id | integer | “id”:10050 | Task ID. |
description | string | “description”: “Call +1 480-555-1234 regarding completed work.” | Task description. Read-only. |
descriptions | object | “descriptions”: {} | Uses task and type parameters to create the task description. Read-only. |
group | object | “group”:{ “id”:“prep” } |
Task Group.
Group Options (id,label)
prep = Pre Work, onsite = Work, post = Post Work
|
type | object | “type”: { “id”: 5 } |
Task Type.
Options (id,name)
1 = Set ETA, 2 = Enter close out notes, 3 = Check in, 4 = Check out, 5 = Upload a file, 6 = Upload or take a picture, 7 = Fill out custom field, 8 = Call phone number, 9 = Send an e-mail, 10 = Unique/Custom task, 11 = Collect a signature, 12 = Enter shipment tracking, 13 = Download file
|
label | string | “label”: “completed work.” | Task description or details. |
alerts | object | “alerts”: [ { “email”: “user@mail.com” } ] |
Array of email addresses to alert when the task is complete. |
status | string | “status”: “incomplete” | Task Status. |
eta | object | “eta”:{} | Conditional. Refer to ETA for more information. Included when type = 1 (Set ETA). |
custom_field | object | “custom_field”: { “id”: 138 } |
Conditional. Included when type = 7 (Fill out custom field). |
phone | string | “phone”: “+1 480-555-1234” | Conditional. Included when type = 8 (Call phone number). |
string | “email”: “user@mail.com” | Conditional. Included when type = 9 (Send an e-mail). |
|
attachment | object | “attachment”: {} | Conditional. Included when type = 13 (Download a File). |
Examples
Note: The /tasks path returns the work_order_id. The Work Order Tasks Response does not.
Task Object, Set ETA with Alert
{
"id":16518,
"work_order_id":3039,
"description":"Set ETA",
"descriptions":{
"task":"Set ETA",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Set ETA",
"alerts": [
{
"id": 49,
"email": "alertuser@mail.com"
}
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":1,
"key":"confirmassignment",
"name":"Set ETA"
},
"created":{
"utc":"2018-11-30 16:30:49",
"local":{
"date":"2018-11-30",
"time":"09:30:49"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"eta":{
"user":{
"id":0
},
"task":{
"id":16518
},
"start":{
"local":{
"date":"2018-11-07",
"time":"06:00:00"
},
"utc":"2018-11-07 13:00:00"
},
"end":{
"local":{
"date":"",
"time":""
},
"utc":""
},
"hour_estimate":0,
"notes":"",
"status":{
"name":"unconfirmed",
"updated":{
"utc":"",
"local":{
"date":"",
"time":""
}
}
},
"mode":"exact",
"actions":[
],
"on_my_way_are_you_sure":24,
"correlation_id":"8ca25f8b3d5ffde0749cf0a665a188ac495d6d58"
},
"actions":[
"reorder",
"alerts"
]
}
Tasks Response, Default Tasks
{
"actions": [],
"metadata": {
"total": 4,
"page": 1,
"pages": 1,
"per_page": 25,
"columns": "id,work_order_id,time_zone,description,descriptions,label,alerts,group,type,created,author,completed,confirm_type,close_out_notes_type,actions,check_in_type,check_out_type,upload_type,custom_field_type,call_phone_type,send_email_type,signature_type,shipment_type,download_type",
"view": "model",
"sort": "",
"order": "asc"
},
"params": [],
"results": [
{
"id": 22757,
"work_order_id": 4047,
"description": "Set ETA",
"descriptions": {
"task": "Set ETA",
"first": "",
"second": "",
"third": "",
"fourth": ""
},
"label": "Set ETA",
"alerts": [],
"group": {
"label": "Pre visit",
"id": "prep"
},
"type": {
"id": 1,
"key": "confirmassignment",
"name": "Set ETA"
},
"created": {
"utc": "2018-12-20 17:38:51",
"local": {
"date": "2018-12-20",
"time": "11:38:51"
}
},
"author": {
"id": 0,
"first_name": "",
"last_name": ""
},
"status": "incomplete",
"eta": {
"user": {
"id": 0
},
"task": {
"id": 22757
},
"start": {
"local": {
"date": "2018-11-07",
"time": "13:00:00"
},
"utc": "2018-11-07 19:00:00"
},
"end": {
"local": {
"date": "",
"time": ""
},
"utc": ""
},
"hour_estimate": 0,
"notes": "",
"status": {
"name": "unconfirmed",
"updated": {
"utc": "",
"local": {
"date": "",
"time": ""
}
}
},
"mode": "exact",
"actions": [],
"on_my_way_are_you_sure": 24,
"correlation_id": "62d13a64d9c3f0c5824406208f10f6aec2b8fd41"
},
"actions": [
"reorder",
"alerts"
]
},
{
"id": 22759,
"work_order_id": 4047,
"description": "Check in",
"descriptions": {
"task": "Check in",
"first": "",
"second": "",
"third": "",
"fourth": ""
},
"label": "Check in",
"alerts": [],
"group": {
"label": "On site",
"id": "onsite"
},
"type": {
"id": 3,
"key": "checkin",
"name": "Check in"
},
"created": {
"utc": "2018-12-20 17:38:51",
"local": {
"date": "2018-12-20",
"time": "11:38:51"
}
},
"author": {
"id": 0,
"first_name": "",
"last_name": ""
},
"status": "incomplete",
"time_log": [],
"actions": [
"reorder",
"alerts"
]
},
{
"id": 22760,
"work_order_id": 4047,
"description": "Check out",
"descriptions": {
"task": "Check out",
"first": "",
"second": "",
"third": "",
"fourth": ""
},
"label": "Check out",
"alerts": [],
"group": {
"label": "On site",
"id": "onsite"
},
"type": {
"id": 4,
"key": "checkout",
"name": "Check out"
},
"created": {
"utc": "2018-12-20 17:38:51",
"local": {
"date": "2018-12-20",
"time": "11:38:51"
}
},
"author": {
"id": 0,
"first_name": "",
"last_name": ""
},
"status": "incomplete",
"actions": [
"reorder",
"alerts"
],
"time_log": []
},
{
"id": 22758,
"work_order_id": 4047,
"description": "Enter closeout notes",
"descriptions": {
"task": "Enter closeout notes",
"first": "",
"second": "",
"third": "",
"fourth": ""
},
"label": "Enter close out notes",
"alerts": [],
"group": {
"label": "Post site",
"id": "post"
},
"type": {
"id": 2,
"key": "closeoutnotes",
"name": "Enter close out notes"
},
"created": {
"utc": "2018-12-20 17:38:51",
"local": {
"date": "2018-12-20",
"time": "11:38:51"
}
},
"author": {
"id": 0,
"first_name": "",
"last_name": ""
},
"status": "incomplete",
"actions": [
"reorder",
"alerts"
],
"closing_notes": "",
"closing_notes_internal": []
}
]
}
Work Order Tasks Response
You can locate tasks in the work order > tasks object. Results will vary depending on the task type.
"tasks": { }
Work Order Tasks Response, All Task Types
This example includes the results for all thirteen task types. The first task (Set ETA) includes a completed alerts object.
"tasks": {
"metadata":{
"total":13,
"per_page":13,
"pages":1,
"page":1
},
"results":[
{
"id":8609,
"description":"Set ETA",
"descriptions":{
"task":"Set ETA",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Set ETA",
"alerts": [
{
"id": 49,
"email": "alertuser@mail.com"
}
],
"group":{
"label":"Pre visit",
"id":"prep"
},
"type":{
"id":1,
"key":"confirmassignment",
"name":"Set ETA"
},
"created":{
"utc":"2018-11-01 16:40:40",
"local":{
"date":"2018-11-01",
"time":"09:40:40"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"eta":{
"user":{
"id":0
},
"task":{
"id":8609
},
"start":{
"local":{
"date":"2018-11-01",
"time":"16:15:00"
},
"utc":"2018-11-01 23:15:00"
},
"end":{
"local":{
"date":"",
"time":""
},
"utc":""
},
"hour_estimate":1,
"notes":"",
"status":{
"name":"unconfirmed",
"updated":{
"utc":"",
"local":{
"date":"",
"time":""
}
}
},
"mode":"exact",
"actions":[
]
},
"actions":[
"reorder",
"alerts"
]
},
{
"id":16553,
"description":"Call +1 480-555-1234 regarding building codes",
"descriptions":{
"task":"Call",
"first":"+1 480-555-1234",
"second":"regarding",
"third":"building codes",
"fourth":""
},
"label":"building codes",
"alerts":[
],
"group":{
"label":"Pre visit",
"id":"prep"
},
"type":{
"id":8,
"key":"phone",
"name":"Call phone number"
},
"created":{
"utc":"2018-11-30 20:14:06",
"local":{
"date":"2018-11-30",
"time":"13:14:06"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
],
"phone":"+1 480-555-1234"
},
{
"id":8606,
"description":"Check in",
"descriptions":{
"task":"Check in",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Check in",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":3,
"key":"checkin",
"name":"Check in"
},
"created":{
"utc":"2018-11-01 16:40:40",
"local":{
"date":"2018-11-01",
"time":"09:40:40"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"time_log":[
],
"actions":[
"reorder",
"alerts"
]
},
{
"id":16559,
"description":"Upload/task photo of copier.",
"descriptions":{
"task":"Upload/task photo",
"first":"of",
"second":"copier.",
"third":"",
"fourth":""
},
"label":"copier.",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":6,
"key":"picture",
"name":"Upload or take a picture"
},
"created":{
"utc":"2018-11-30 20:17:43",
"local":{
"date":"2018-11-30",
"time":"13:17:43"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"attachments":{
"id":4411,
"name":"copier.",
"min_files":0,
"max_files":999,
"min_bytes":1,
"max_bytes":104857600,
"type":"slot",
"task":{
"id":16559
},
"actions":[
"edit",
"upload"
],
"metadata":{
"total":0,
"per_page":0,
"pages":1,
"page":1
},
"results":[
]
},
"actions":[
"edit",
"delete",
"reorder",
"alerts"
]
},
{
"id":16557,
"description":"Enter custom field Provider Field (Parent)",
"descriptions":{
"task":"Enter custom field",
"first":"Provider Field (Parent)",
"second":"",
"third":"",
"fourth":""
},
"label":"Fill out custom field",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":7,
"key":"customfield",
"name":"Fill out custom field"
},
"created":{
"utc":"2018-11-30 20:16:01",
"local":{
"date":"2018-11-30",
"time":"13:16:01"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
],
"custom_field":{
"id":138,
"name":"Provider Field (Parent)",
"tip":"Example provider field.",
"type":"predefined",
"role":"assigned_provider",
"dependency":{
"id":0,
"value":"",
"operator":"equals"
},
"options":[
"Yes",
"No",
""
],
"flags":[
"seen_by_provider",
"included_in_alerts"
],
"value":"",
"category":"General",
"order":2,
"actions":[
"edit"
]
}
},
{
"id":16556,
"description":"Enter shipping details for parts",
"descriptions":{
"task":"Enter shipping details",
"first":"for",
"second":"parts",
"third":"",
"fourth":""
},
"label":"parts",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":12,
"key":"shipmenttracking",
"name":"Enter shipment tracking"
},
"created":{
"utc":"2018-11-30 20:15:37",
"local":{
"date":"2018-11-30",
"time":"13:15:37"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
]
},
{
"id":16555,
"description":"Custom task example.",
"descriptions":{
"task":"Custom task example.",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Custom task example.",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":10,
"key":"other",
"name":"Unique task"
},
"created":{
"utc":"2018-11-30 20:14:49",
"local":{
"date":"2018-11-30",
"time":"13:14:49"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
]
},
{
"id":16554,
"description":"Collect signature from Jim",
"descriptions":{
"task":"Collect signature",
"first":"from",
"second":"Jim",
"third":"",
"fourth":""
},
"label":"Jim",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":11,
"key":"signature",
"name":"Collect a signature"
},
"created":{
"utc":"2018-11-30 20:14:23",
"local":{
"date":"2018-11-30",
"time":"13:14:23"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
]
},
{
"id":8607,
"description":"Check out",
"descriptions":{
"task":"Check out",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Check out",
"alerts":[
],
"group":{
"label":"On site",
"id":"onsite"
},
"type":{
"id":4,
"key":"checkout",
"name":"Check out"
},
"created":{
"utc":"2018-11-01 16:40:40",
"local":{
"date":"2018-11-01",
"time":"09:40:40"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"reorder",
"alerts"
],
"time_log":[
]
},
{
"id":8608,
"description":"Enter closeout notes",
"descriptions":{
"task":"Enter closeout notes",
"first":"",
"second":"",
"third":"",
"fourth":""
},
"label":"Enter close out notes",
"alerts":[
],
"group":{
"label":"Post site",
"id":"post"
},
"type":{
"id":2,
"key":"closeoutnotes",
"name":"Enter close out notes"
},
"created":{
"utc":"2018-11-01 16:40:40",
"local":{
"date":"2018-11-01",
"time":"09:40:40"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"reorder",
"alerts"
],
"closing_notes":"",
"closing_notes_internal":[
]
},
{
"id":16558,
"description":"Send email to user@mail.com regarding overall experience",
"descriptions":{
"task":"Send email",
"first":"to",
"second":"user@mail.com",
"third":"regarding",
"fourth":"overall experience"
},
"label":"overall experience",
"alerts":[
],
"group":{
"label":"Post site",
"id":"post"
},
"type":{
"id":9,
"key":"email",
"name":"Send an e-mail"
},
"created":{
"utc":"2018-11-30 20:16:45",
"local":{
"date":"2018-11-30",
"time":"13:16:45"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
],
"email":"user@mail.com"
},
{
"id":16642,
"description":"Download SampleTimeSheet.docx",
"descriptions":{
"task":"Download",
"first":"SampleTimeSheet.docx",
"second":"",
"third":"",
"fourth":""
},
"label":"SampleTimeSheet.docx",
"alerts":[
],
"group":{
"label":"Post site",
"id":"post"
},
"type":{
"id":13,
"key":"download",
"name":"Download a File"
},
"created":{
"utc":"2018-11-30 21:21:17",
"local":{
"date":"2018-11-30",
"time":"14:21:17"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"actions":[
"edit",
"delete",
"reorder",
"alerts"
],
"attachment":{
"id":165,
"author":{},
"created":{
"utc":"2018-11-30 21:21:03",
"local":{
"date":"2018-11-30",
"time":"14:21:03"
}
},
"file":{
"mime":"application/msword",
"thumbnail":"",
"name":"SampleTimeSheet.docx",
"size_bytes":1958,
"link":"",
"type":"file",
"icon":"icon-file-generic"
},
"show_before_assignment":false,
"task":{
"id":16642
},
"notes":"",
"actions":[
"visibility",
"make_public",
"delete",
"notes",
"view"
],
"time_zone":{
"short":"EST"
}
}
},
{
"id":16643,
"description":"Upload completed timesheet",
"descriptions":{
"task":"Upload",
"first":"completed timesheet",
"second":"",
"third":"",
"fourth":""
},
"label":"completed timesheet",
"alerts":[
],
"group":{
"label":"Post site",
"id":"post"
},
"type":{
"id":5,
"key":"file",
"name":"Upload a file"
},
"created":{
"utc":"2018-11-30 21:22:55",
"local":{
"date":"2018-11-30",
"time":"14:22:55"
}
},
"author":{
"id":0,
"first_name":"",
"last_name":""
},
"status":"incomplete",
"attachments":{
"id":4446,
"name":"completed timesheet",
"min_files":0,
"max_files":999,
"min_bytes":1,
"max_bytes":104857600,
"type":"slot",
"task":{
"id":16643
},
"actions":[
"edit",
"upload"
],
"metadata":{
"total":0,
"per_page":0,
"pages":1,
"page":1
},
"results":[
]
},
"actions":[
"edit",
"delete",
"reorder",
"alerts"
]
}
],
"correlation_id":"efa9962b6849c60ae842ec009ffdf5d04592547b",
"actions":[
"add",
"edit"
]
}