Step · Notes and tasks
Find tasks
Finds tasks by ID, status, deadline, assignee or linked record.
Inputs
| Label | Key | Type | Required | Notes |
|---|---|---|---|---|
| Task ID | task_id | Text | No | “Only this task. Other filters still apply.” |
| Completion status | completion_status | Choice: Is open, Is complete, Any | No | New steps start at Any. A saved step with no value runs as Is open. |
| Deadline status | deadline_status | Choice: Any, Is overdue, Is not overdue, Has due date, Does not have due date | No | Is overdue and Is not overdue compare against the current time. |
| Deadline before | deadline_before | Timestamp | No | Exclusive. Overrides Is overdue when set. |
| Deadline after | deadline_after | Timestamp | No | Inclusive. |
| Assignee | assignee | Workspace member | No | |
| Linked object | linked_object | Object | No | Variables cannot be wired. |
| Linked record | linked_record | Record | No | Shown after a Linked object is picked. |
Outputs
| Label | Key | Type | Always set | Notes |
|---|---|---|---|---|
| Count | count | Number | Yes | |
| Tasks | tasks | List of tasks | Yes | |
| Task IDs | task_ids | List of text | Yes | |
| Has more matches | has_more_matches | True/false | Yes |
How it behaves
- Completion, assignee, linked object and linked record are applied by Attio; tasks are listed 100 at a time, up to 50 pages. Deadline filters are applied by the app after the scan.
- Is overdue and Is not overdue force completion to Is open and use the current time as the missing bound.
- Tasks with no deadline are excluded whenever a deadline bound, Has due date, Is overdue or Is not overdue applies.
- With a Task ID: reads that task and re-checks the other filters. If it does not exist, Count is 0.
Limits and constraints
- Scans at most 5,000 tasks. Has more matches is true when the scan stopped at that cap.
Errors
Fails when
- Is overdue or Is not overdue with Is complete: an error that says those deadline statuses can’t be combined with Completion status Is complete, because a completed task is neither overdue nor not overdue, and to pick Is open or Any, or change Deadline status.
- Does not have due date with a date bound:
Deadline status 'Does not have due date' can't be combined with a Deadline before/after filter. Remove one. - Linked record from another object:
Linked object (<a>) and the linked record's object (<b>) don't match. Re-pick the linked record after changing the object.
For errors that every step can return, see Troubleshooting.
Example
List Maya's overdue tasks every Monday morning.
| Input | Value |
|---|---|
| Completion status | Is open |
| Deadline status | Is overdue |
| Assignee | Maya Chen |
| Output | Value |
|---|---|
| Count | 3 |
| Tasks | Send pricing deck, Call back about invoice, Update forecast |
| Task IDs | 9f0a1b2c-3d4e-4f5a-8b6c-7d8e9f0a1b2c, 7f8a9b0c-1d2e-4f3a-9b4c-5d6e7f8a9b0c, 3e4f5a6b-7c8d-4e9f-8a0b-1c2d3e4f5a6b |
| Has more matches | false |
Is overdue with Completion status Is complete fails the step. Tasks without a deadline are excluded.