Tasks help teams manage and track action items, follow-ups, and deliverables related to customer accounts in the Thena platform.

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Understanding tasks

Core purpose

Tasks provide a structured way to manage work items, ensuring that all account-related activities are properly tracked, assigned, and completed. They help maintain accountability and drive customer success initiatives forward.

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Task categories

Customer tasks

• Follow-up calls
• Account reviews
• Training sessions
• Issue resolution

Internal tasks

• Team updates
• Resource allocation
• Process reviews
• Documentation updates

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Standard fields

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Required fields

NameTypeOptionsComments
Account IDstringRequiredAssociated account identifier
TitlestringRequiredTask title
Assignee IDstringRequiredID of assigned user

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Optional fields

NameTypeOptionsComments
Activity IDstringOptionalRelated activity reference
DescriptionstringOptionalDetailed task description
TypestringOptional, Values: [FOLLOW_UP (default), REVIEW, APPROVAL, CUSTOM]Task type reference
StatusstringOptional, Values: [PENDING (default), IN_PROGRESS, COMPLETED, CANCELLED]Task status reference
PrioritystringOptional, Values: [LOW (default), MEDIUM, HIGH]Task priority reference
Attachment URLsarrayOptionalList of attachment URLs

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System-managed fields

NameTypeOptionsComments
Task IDbigserialAuto-generatedPrimary key
UIDtextAuto-generatedUnique identifier (ULID)
Is ActivebooleanDefault: trueTask’s active status
Created BybigintAuto-populatedReferences user table
Created AttimestampAuto-populatedCreation timestamp with timezone
Updated AttimestampAuto-populatedLast update timestamp with timezone
Deleted AttimestampOptionalSoft delete timestamp with timezone

Database types:

  • Account ID, Activity ID, Assignee ID, Type, Status, Priority are stored as bigint in the database
  • Title and Description are stored as text
  • System fields use their respective database types (bigserial, text, boolean, timestamp with time zone)

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Task workflow

1

Creation

  • Define clear objective
  • Set priority level
  • Assign ownership
  • Establish timeline
2

Execution

  • Track progress
  • Update status
  • Document blockers
  • Manage dependencies
3

Completion

  • Verify deliverables
  • Document outcomes
  • Create follow-ups
  • Update stakeholders

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Best practices

Task management

• Set clear deadlines
• Define ownership
• Track dependencies
• Monitor progress

Collaboration

• Communicate updates
• Share context
• Escalate blockers
• Document decisions

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API endpoints

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Sample task

{
  "accountId": "ACC_01HFGZ2E9KZXP8W4YT0Q6XR1M9",
  "title": "Schedule technical deep dive for API integration",
  "assigneeId": "USR_01HFGZ4N8X7C9P2M3K5R1V6B8D",
  "activityId": "ACT_01HFGZ6B7V4M2N8P5X3J9K1L7H",
  "description": "Organize technical deep dive session with Acme Corp's engineering team to discuss:\n- OAuth2 implementation details\n- Rate limiting strategies\n- Webhook configuration\n- Error handling and retry mechanisms",
  "type": "FOLLOW_UP",
  "status": "PENDING",
  "priority": "HIGH",
  "attachmentUrls": [
    "https://storage.thena.ai/documents/api-requirements-draft.pdf",
    "https://storage.thena.ai/documents/integration-architecture.pdf"
  ]
}

When creating a task, the system will add additional fields in the response such as:

  • id: Unique identifier for the task
  • account: Name of the associated account
  • creator: Name of the task creator
  • creatorId: ID of the creator
  • creatorEmail: Email of the creator
  • isActive: Whether the task is active
  • createdAt: Creation timestamp
  • updatedAt: Last update timestamp

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Available operations

Accounts overview

Learn about account management

Activities

Track customer interactions