Tasks

A Task is anything someone needs to do: a callback, a contract review, a check-in. Tasks can stand on their own or hang off any other record (lead, account, opportunity, ticket, invoice).

Fields

Title and description
Status: todo, in_progress, done, cancelled
Priority: low, normal, high, urgent
Due date with optional time
Assignee: one or more users
Linked record: the lead/account/etc this task relates to
Custom fields: estimated hours, billable, project code

Where tasks show up

Task list: /tasks with filters by status, assignee, due range, and any filterable custom field.
Kanban: /tasks/kanban grouped by status.
My day: dashboard widget showing the current user's overdue + due-today tasks.
Record drawer: on a lead or account detail page, the Tasks tab shows everything linked to that record.

Recurrence

Recurrence and reminders

Neither exists. There is no recurrence field on a task and no scheduled job that regenerates one, and nothing sends a reminder by email or push at any offset before a due date. A task has a due date, the list sorts by it, and you go and look.

The whole of this used to be documented here in detail, down to "weekly on chosen days" and "1 day before due". None of it was ever built.

Bulk operations

Not for tasks. Multi-select bulk actions exist for tickets only (bulk/update/ and bulk/delete/ under /api/cases/). Tasks have no bulk endpoint, and there is no CSV export anywhere in the product except the ticket analytics export.