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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

# 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