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Task Management

The Brevo CRM Tasks API enables you to create and manage sales activities, follow-ups, and reminders to keep your team organized within the Tajo platform.

Overview

Task management is essential for:

Sales follow-ups with automated reminders and due dates
Team coordination assigning activities to specific team members
Deal progression linking tasks to deals and companies
Activity tracking monitoring team productivity and completion rates
Customer engagement scheduling loyalty program outreach and check-ins

Quick Start

Create Task

POST https://api.brevo.com/v3/crm/tasks
Content-Type: application/json
api-key: YOUR_API_KEY

{
  "name": "Follow up on Enterprise Loyalty proposal",
  "taskType": "call",
  "date": "2026-02-15T10:00:00Z",
  "duration": 1800,
  "notes": "Discuss volume discount tier and loyalty point allocation",
  "assignTo": "[email protected]",
  "companiesIds": ["comp_123456789"],
  "dealsIds": ["deal_abc123def456"],
  "contactsIds": [12345],
  "done": false,
  "reminder": {
    "value": 15,
    "unit": "minutes"
  }
}

Response

{
  "id": "task_xyz789",
  "name": "Follow up on Enterprise Loyalty proposal",
  "taskType": "call",
  "date": "2026-02-15T10:00:00Z",
  "done": false,
  "created_at": "2026-01-25T14:30:00Z"
}

Get Tasks

List All Tasks

GET https://api.brevo.com/v3/crm/tasks?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY

Response

{
  "items": [
    {
      "id": "task_xyz789",
      "name": "Follow up on Enterprise Loyalty proposal",
      "taskType": "call",
      "date": "2026-02-15T10:00:00Z",
      "duration": 1800,
      "assignTo": "[email protected]",
      "done": false,
      "companiesIds": ["comp_123456789"],
      "dealsIds": ["deal_abc123def456"],
      "created_at": "2026-01-25T14:30:00Z"
    }
  ],
  "total": 1
}

Filter Tasks

GET https://api.brevo.com/v3/crm/tasks?filters[done]=false&filters[taskType]=call&sort=date:asc

Get Single Task

GET https://api.brevo.com/v3/crm/tasks/{task_id}
Content-Type: application/json
api-key: YOUR_API_KEY

Task Types

The CRM supports several task types for different sales activities:

Type	Description	Use Case
`call`	Phone call	Follow-up calls, demos, check-ins
`email`	Email outreach	Proposals, updates, newsletters
`meeting`	In-person or virtual meeting	Demos, negotiations, reviews
`todo`	General task	Internal work, research, prep
`deadline`	Time-sensitive task	Contract renewals, milestones

Automated Task Creation

Deal-Based Task Automation

Create tasks automatically when deals progress through stages:

class TaskAutomation {
  constructor() {
    this.tasksApi = new TasksApi();
  }

  async createDealFollowUp(deal, stageChange) {
    const taskTemplates = {
      'Lead': {
        name: `Qualify lead: ${deal.name}`,
        taskType: 'call',
        daysFromNow: 1,
        duration: 900
      },
      'Qualified': {
        name: `Schedule demo: ${deal.name}`,
        taskType: 'meeting',
        daysFromNow: 3,
        duration: 3600
      },
      'Demo': {
        name: `Send proposal: ${deal.name}`,
        taskType: 'email',
        daysFromNow: 1,
        duration: 1800
      },
      'Proposal': {
        name: `Follow up on proposal: ${deal.name}`,
        taskType: 'call',
        daysFromNow: 5,
        duration: 900
      },
      'Negotiation': {
        name: `Finalize contract: ${deal.name}`,
        taskType: 'deadline',
        daysFromNow: 7,
        duration: 3600
      },
      'Closed Won': {
        name: `Onboard customer: ${deal.name}`,
        taskType: 'meeting',
        daysFromNow: 2,
        duration: 3600
      }
    };

    const template = taskTemplates[stageChange.newStage];
    if (!template) return null;

    const taskDate = new Date();
    taskDate.setDate(taskDate.getDate() + template.daysFromNow);

    return await this.tasksApi.createTask({
      name: template.name,
      taskType: template.taskType,
      date: taskDate.toISOString(),
      duration: template.duration,
      assignTo: deal.attributes.deal_owner,
      dealsIds: [deal.id],
      companiesIds: deal.attributes.company_id ? [deal.attributes.company_id] : [],
      contactsIds: deal.attributes.contact_id ? [deal.attributes.contact_id] : [],
      done: false,
      reminder: { value: 30, unit: 'minutes' }
    });
  }

  async createLoyaltyCheckIn(company) {
    return await this.tasksApi.createTask({
      name: `Loyalty program check-in: ${company.name}`,
      taskType: 'call',
      date: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString(),
      duration: 1800,
      assignTo: company.attributes.account_manager,
      companiesIds: [company.id],
      notes: `Review tier status: ${company.attributes.loyalty_tier}\nAnnual spend: $${company.attributes.annual_spend}`,
      done: false,
      reminder: { value: 1, unit: 'days' }
    });
  }
}

Bulk Task Operations

class BulkTaskManager {
  async createRenewalTasks(daysBeforeExpiry = 90) {
    const renewalDate = new Date();
    renewalDate.setDate(renewalDate.getDate() + daysBeforeExpiry);

    const companies = await this.companiesApi.getCompanies({
      filters: {
        'attributes.renewal_date': `<${renewalDate.toISOString()}`
      }
    });

    const tasks = [];
    for (const company of companies.items) {
      const task = await this.tasksApi.createTask({
        name: `Contract renewal: ${company.name}`,
        taskType: 'deadline',
        date: company.attributes.renewal_date,
        assignTo: company.attributes.account_manager,
        companiesIds: [company.id],
        notes: `Contract value: $${company.attributes.contract_value}\nCurrent tier: ${company.attributes.loyalty_tier}`,
        done: false,
        reminder: { value: 7, unit: 'days' }
      });
      tasks.push(task);
    }

    return tasks;
  }
}

API Methods Reference

// Create a new task
const task = await tasksApi.createTask({
  name: 'Follow up call',
  taskType: 'call',
  date: '2026-02-15T10:00:00Z',
  assignTo: '[email protected]',
  done: false
});

// Get task by ID
const task = await tasksApi.getTask('task_xyz789');

// Update task
await tasksApi.updateTask('task_xyz789', {
  done: true,
  notes: 'Customer agreed to upgrade tier'
});

// Delete task
await tasksApi.deleteTask('task_xyz789');

// List tasks with filtering
const tasks = await tasksApi.getTasks({
  filters: {
    done: false,
    taskType: 'call',
    assignTo: '[email protected]'
  },
  sort: 'date:asc',
  limit: 50
});

Best Practices

Automate task creation: Link tasks to deal stage changes for consistent follow-up
Set reminders: Always configure reminders for time-sensitive tasks
Link records: Associate tasks with deals, companies, and contacts for context
Track completion: Monitor task completion rates for team performance insights
Use task types: Categorize tasks properly for accurate activity reporting

Error Handling

try {
  const task = await tasksApi.createTask(taskData);
  console.log('Task created:', task.id);
} catch (error) {
  if (error.status === 400) {
    console.error('Invalid task data:', error.message);
  } else if (error.status === 404) {
    console.error('Associated deal or contact not found');
  } else {
    console.error('Unexpected error:', error);
  }
}

Next Steps

Companies Management - Manage corporate accounts
Deals Management - Track sales pipeline
Notes - Document customer interactions
Files - Manage deal attachments