Filter tasks
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /reference/tasks/v1-work-pipeline-filter.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
POST/
Returns one page of your team's tasks across all jobs that match the filters, in the order you ask for.
Only tasks of live jobs on sales orders are listed.
Every condition in filters must match (they are joined with AND). Omit filters for no filter; an empty array is a 422. A key that isn't in the table, a missing operator or value, or a value of the wrong kind fails the whole request with 422; the message for filters (or sort) is the bare rule name validation.filter_rule (or validation.filter_sort_rule), with no detail, so check each filter against the table. Send real values: no key here matches empty columns with "null" or "" (for dates, use the ..._is_set keys where the table has them). Hash ids in value are decoded for you. system-current-user stands for the caller only where a key's row says so; elsewhere it is compared as a raw value, so with in it matches nothing and with nin it matches every row that has a value.
key |
Kind | Operators and value |
Meaning |
|---|---|---|---|
status_id |
Hash ids | in or nin, with an array of hash ids. |
The task status (statuses belong to a task preset). |
status_type |
Options | in or nin, with an array of the listed values. |
The kind of status: start (Pending), pre_production or in_progress (In Progress), end (Completed). |
pipeline_id |
Hash ids | in or nin, with an array of hash ids. |
The task preset. |
assigned_users |
Hash ids | in or nin, with an array of hash ids. |
Assigned users (user hash ids, or system-current-user). in matches tasks with one of them. nin matches tasks that have an assignee outside the list, not tasks without those users. |
assigned_to_me |
Yes or no | eq or neq, with true or false. |
Send eq true for tasks assigned to the caller. The operator isn't read (neq true means the same). false matches tasks that have someone other than the caller assigned; unassigned tasks never match. |
order_created_by |
Hash ids | in or nin, with an array of hash ids. |
Who created the sales order (user hash ids). system-current-user is not supported here: with in it matches nothing, with nin everything. |
is_rush |
Yes or no | eq or neq, with true or false. |
The task belongs to a rush job. |
start_date |
Date | eq, gte or lte, with a whole number of days counted from now (UTC). See below. |
The task's start date. |
due_date |
Date | eq, gte or lte, with a whole number of days counted from now (UTC). See below. |
The task's due date. |
start_date_is_set |
Yes or no | eq or neq, with true or false. |
The task has a start date (eq true) or none (eq false). Use eq only: any neq means "has the date". |
due_date_is_set |
Yes or no | eq or neq, with true or false. |
The task has a due date (eq true) or none (eq false). Use eq only: any neq means "has the date". |
status_last_change_date |
Date | eq, gte or lte, with a whole number of days counted from now (UTC). See below. |
When the status last changed. |
status_completion_date |
Date | eq, gte or lte, with a whole number of days counted from now (UTC). See below. |
When the task reached a Completed status. |
search |
Text search | Any operator (ct reads best). The value must not be empty. |
Task name, plus the job and order fields Filter jobs searches. |
A date filter's value is a whole number of days, counted from the moment of the request in UTC: eq N matches the whole UTC day N days from today (0 is today, -1 yesterday); gte N matches dates on or after now plus N days; lte N matches dates on or before now minus N days. So "due in the next 7 days" is due_date gte 0 and due_date lte -7, and "overdue" is due_date lte 0. This differs from the v2 filters (Filter invoices, the production control calendar), where lte and gte both count forward.
The response is one page with pagination. The page size is the team's list page size setting (50 unless the team changed it); per_page is not read. Send page (from 1) in the body or the query string for later pages.
Path parameters
Your team slug, shown as Team ID next to your API key in Profile.
- Example
your-team
- Example
Request body
application/json, optional.
filtersarray of objectsConditions, all of which must match. Omit for no filter.
- At least 1 item
Fields of each item (3)
What to filter on. See the table in the description.
- One of:
"status_id","status_type","pipeline_id","assigned_users","assigned_to_me","order_created_by","is_rush","start_date","due_date","start_date_is_set","due_date_is_set","status_last_change_date","status_completion_date","search"
- One of:
How to compare. Each kind of key accepts only some operators.
- One of:
"eq","neq","gt","gte","lt","lte","in","nin","bt","ct","sw","ew"
- One of:
What to compare with: text, a number of days, true or false, or an array of hash ids or options, by kind of key.
pageintegerThe page to read.
- Default
1 - Minimum 1
- Default
sortarray of objectsSort keys, applied in order. Without
sortthe order is not guaranteed.Fields of each item (2)
- One of:
"asc","desc"
- One of:
- One of:
"status_id","status_label","pipeline_id","job_id","start_date","due_date","status_last_change_date","status_completion_date","job_item_count","order_cust_due_date","order_due_date","order_ship_due_date","order_ship_due_date_undated_last","created_at_id"
- One of:
Response
200Successful response.
Fields of each item (24)
assigned_usersarray of objectsWho is assigned.
Fields of each item (3)
avatar_urlstring | nullidstringThe user.
namestring
created_atstring (date-time)due_datestring (date-time) | nullTask due date. ISO 8601 with offset, or null.
idstringThe task.
job_idstringThe job.
job_is_rushboolean | integer | nulljob_item_countnumber | nulljob_namestring | nulljob_scoped_idstringThe job number with its prefix.
job_status_idstring | nullThe job's current status.
namestringnotestring | nullorder_idstringThe order.
order_namestring | nullorder_scoped_idstring | nullThe order number.
pipeline_idstringThe task preset it comes from.
positionintegerOrder among tasks; lower comes first. 0 when unset.
sales_orderobjectA summary of the job's order.
Child fields (14)
created_bystring | nullWho created the order.
cust_due_datestring (date-time) | nullOrder customer due (in-hand) date. ISO 8601 with offset, or null.
customer_idstring | nullThe customer.
customer_namestring | nulldue_datestring (date-time) | nullOrder production due date. ISO 8601 with offset, or null.
external_typestring | nullshopifywhen the order came from Shopify, else null.is_quotebooleanissue_datestring (date-time) | nullOrder issue date. ISO 8601 with offset, or null.
object_typestring | nullsales_orderorquote.ship_due_datestring (date-time) | nullOrder ship-by date. ISO 8601 with offset, or null.
shopify_deleted_externallybooleanshopify_deleted_externally_atstring (date-time) | nullWhen it was deleted in Shopify. ISO 8601 with offset, or null.
start_datestring (date-time) | nullOrder production start. ISO 8601 with offset, or null.
status_idstring | nullThe order status.
start_datestring (date-time) | nullTask start. ISO 8601 with offset, or null.
statusobjectA status: label, kind and place in the list.
Child fields (9)
colorstring | nullHex color.
customer_labelstringidstringThe status.
labelstringpipeline_idstringOnly on the statuses of a task preset (
rolepipeline): the task preset. Absent on other statuses.positionintegerIts place in the team's list: sort by it to find the next status.
rolestringWhich list it belongs to:
jobfor job statuses,pipelinefor the statuses of a task preset.- One of:
"order","quote","job","purchase_order","shipment","customer_message","pipeline"
- One of:
trashedbooleanThe status was deleted.
typestringThe kind of status:
start(Pending),pre_productionandin_progress(In Progress),end(Completed).- One of:
"start","pre_production","in_progress","end"
- One of:
status_completion_datestring (date-time) | nullWhen it reached a Completed status. ISO 8601 with offset, or null.
status_idstringThe task's status (a status of its task preset).
status_last_change_datestring (date-time) | nullWhen the status last changed. ISO 8601 with offset, or null.
updated_atstring (date-time)
paginationobjectChild fields (6)
Links to the neighbouring pages:
previousandnext, each present only when that page exists. An empty list,[], when there is only one page.
Errors
401The API key is missing or wrong (
unauthenticated).403You are not allowed to do this.
api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only{"message": "Insufficient Permission"}. Other refusals use the error envelope, withunauthorizedoruser_is_not_authorized.404Not found.
page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's.code: null, with a message that starts "No query results for": there is no record with that id.422The request was refused and changed nothing.
validation_failedlists what to fix inerror.fields; other codes name a business rule, explained inerror.message. A few checks answer with only{"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answerconnect_timeout("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.- When
- A filter has an unknown
key, a missing part, or an operator or value its kind doesn't accept; orfiltersis an empty array. - Fix
- Check each filter against the table.
Notes
assigned_userswithninkeeps its old meaning on this route: "has someone assigned who isn't in the list".
Related
- POSTList tasks in a date range
/v1/ api/ store/ {team_slug}/ work_pipeline/ calendar - GETList the tasks of a job
/v2/ api/ store/ {team_slug}/ v2/ job/ {hash_id}/ work_pipeline - GETList the task statuses of a task preset
/v1/ api/ store/ {team_slug}/ setting/ status/ pipeline/ {hash_id}
