Tasks

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

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.

Task categories

Customer tasks

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

Internal tasks

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

Standard fields

Required fields

Name	Type	Options	Comments
Account ID	string	Required	Associated account identifier
Title	string	Required	Task title
Assignee ID	string	Required	ID of assigned user

Optional fields

Name	Type	Options	Comments
Activity ID	string	Optional	Related activity reference
Description	string	Optional	Detailed task description
Type	string	Optional, Values: [FOLLOW_UP (default), REVIEW, APPROVAL, CUSTOM]	Task type reference
Status	string	Optional, Values: [PENDING (default), IN_PROGRESS, COMPLETED, CANCELLED]	Task status reference
Priority	string	Optional, Values: [LOW (default), MEDIUM, HIGH]	Task priority reference
Attachment URLs	array	Optional	List of attachment URLs

System-managed fields

Name	Type	Options	Comments
Task ID	bigserial	Auto-generated	Primary key
UID	text	Auto-generated	Unique identifier (ULID)
Is Active	boolean	Default: true	Task’s active status
Created By	bigint	Auto-populated	References user table
Created At	timestamp	Auto-populated	Creation timestamp with timezone
Updated At	timestamp	Auto-populated	Last update timestamp with timezone
Deleted At	timestamp	Optional	Soft 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)

Task workflow

Creation

Define clear objective
Set priority level
Assign ownership
Establish timeline

Execution

Track progress
Update status
Document blockers
Manage dependencies

Completion

Verify deliverables
Document outcomes
Create follow-ups
Update stakeholders

Best practices

Task management

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

Collaboration

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

API endpoints

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

Available operations

Task management

# List account tasks
GET /v1/accounts/{accountId}/tasks

# Create account task
POST /v1/accounts/{accountId}/tasks
Content-Type: application/json

# Get task by ID
GET /v1/accounts/{accountId}/tasks/{taskId}

# Update task
PATCH /v1/accounts/{accountId}/tasks/{taskId}
Content-Type: application/json

# Delete task
DELETE /v1/accounts/{accountId}/tasks/{taskId}

All endpoints require authentication with Bearer token, API key, and Organization ID in the headers.

For detailed API specifications, see Task Management

Accounts overview

Learn about account management

Activities

Track customer interactions

Introduction

Core concepts

Apps framework

Platform events

Understanding tasks

Core purpose

Task categories

Customer tasks

Internal tasks

Standard fields

Required fields

Optional fields

System-managed fields

Task workflow

Best practices

Task management

Collaboration

API endpoints

Sample task

Available operations

Accounts overview

Activities

​Understanding tasks

Core purpose

​Task categories

Customer tasks

Internal tasks

​Standard fields

​Required fields

​Optional fields

​System-managed fields

​Task workflow

​Best practices

Task management

Collaboration

​API endpoints

​Sample task

​Available operations

​Related resources

Accounts overview

Activities

Understanding tasks

Task categories

Standard fields

Required fields

Optional fields

System-managed fields

Task workflow

Best practices

API endpoints

Sample task

Available operations

Related resources