Tasks

A Workflow Task is a step to perform within a Case. Workflow Tasks can be manual (i.e., performed by a user) or automated (i.e., performed by a Workflow Playbook).

Endpoint: /api/v3/tasks

Endpoint Options

Available Fields

Send the following request to retrieve a list of available fields, including each field’s name, description, and accepted data type, that can be included in the body of a POST or PUT request to the /v3/tasks endpoint:

OPTIONS /v3/tasks

Hint

To include read-only fields in the response, append ?show=readonly to the end of the request URL.

Alternatively, refer to the following table for a list of available fields that can be included in the body of a POST or PUT request to the /v3/tasks endpoint.

Field

Description

Type

Required for Creation?

Updatable?

Example Value(s)

artifacts

A list of Artifacts associated with the Task

Artifact Object

FALSE

TRUE

{“data”: [{“summary”: “badguy@bad.com”, “type”: “Email Address”}]}

assignee

The user or group Assignee object for the Task

Assignee Object

FALSE

TRUE

{“type”: “User”, “data”: {“userName”: “jonsmith@threatconnect.com”}}

{“type”: “Group”, “data”: {“name”: “SOC Team”}}

caseId

The ID of the Case that contains the Task

Integer

TRUE [1]

FALSE

1, 2, 3

caseXid

The XID of the Case that contains the Task

String

TRUE [1]

FALSE

“a1a1a1a1-a1a1-a1a1-a1a1-a1a1a1a1a1a1”

completedDate

The completion date of the Task

Date

FALSE

TRUE

“2021-04-30T00:00:00Z”

dependentOnId

The ID of another Task on which the Task is dependent

Integer

FALSE

TRUE

1, 2, 3

description

The description of the Task

String

FALSE

TRUE

“Example task description.”

dueDate

The date and time when the Task is due

Date

FALSE

TRUE

“2021-04-30T10:30:00Z”

name

The name of the Task

String

TRUE

TRUE

“Example Task”

notes

A list of Notes corresponding to the Task

Note Object

FALSE

TRUE

{“data”: [{“text”: “Note about Task”}]}

required

Indicates whether the Task is required

Boolean

FALSE

TRUE

true, false

status

The status of the Task (accepted values include “Pending”, “Open”, “Reopened”, or “Closed”)

String

FALSE

TRUE

“Pending”, “Open”, “Reopened”, or “Closed”

workflowPhase

The Workflow Phase where the Task takes place

Integer

FALSE

FALSE

1, 2, 3

workflowStep

The Workflow step where the Task takes place

Integer

FALSE

FALSE

1, 2, 3

Include Additional Fields in Responses

When creating, retrieving, or updating data, you can use the fields query parameter to include additional fields in the API response that are not included by default.

Send the following request to retrieve a list of fields you can include in responses returned from the /v3/tasks endpoint:

OPTIONS /v3/tasks/fields

Filter Results

When retrieving data, you can use the tql query parameter to filter results with ThreatConnect Query Language (TQL).

Send the following request to retrieve a list of valid TQL parameters you can use when including the tql query parameter in a request to the /v3/tasks endpoint:

OPTIONS /v3/tasks/tql

Create Workflow Tasks

The following example illustrates the basic format for creating a Task:

POST /v3/tasks
{
    "caseId": 1,
    "name": "Example Task for Workflow Case"
}

For example, the following request will add a Task named “Create Meeting Notes Folder” to the Case whose ID is 1. It will also complete the following actions for the Task:

  • Make the Task the third step of the first Workflow Phase for the Case

  • Make the Task a due at 12:15 p.m. on March 29, 2022

POST /v3/tasks
{
    "caseId": 1,
    "name": "Create Meeting Notes Folder",
    "description": "If the Case listed a Severity of High or Critical, create a Meeting Notes folder inside the Case folder.",
    "dueDate": "2022-03-29T12:15:00Z",
    "workflowPhase": 1,
    "workflowStep": 3
}

JSON Response:

{
    "data": {
        "id": 3,
        "xid": "559797fc-bb36-45a7-9d4d-c7c865944548",
        "name": "Create Meeting Notes Folder",
        "description": "If Case listed a Severity of High or Critical, create a Meeting Notes folder inside the Case folder.",
        "workflowPhase": 1,
        "workflowStep": 3,
        "dueDate": "2022-03-29T12:15:00Z",
        "required": false,
        "status": "Open",
        "owner": "Demo Organization"
    },
    "message": "Created",
    "status": "Success"
}

Refer to the Available Fields and section for a list of available fields that can be included in the body of a POST request to the /v3/tasks endpoint.

Retrieve Workflow Tasks

Retrieve All Tasks

Send the following request to retrieve data for all Tasks:

GET /v3/tasks

JSON Response:

{
    "data": [
        {
            "id": 1,
            "xid": "bf710c31-7641-4100-9edf-461c1f6bb354",
            "name": "Read ThreatConnect's Building a Basic Workflow Blog",
            "workflowPhase": 1,
            "workflowStep": 1,
            "dueDate": "2022-03-20T23:59:59Z",
            "required": false,
            "status": "Open",
            "assignee": {
                "type": "User",
                "data": {
                    "id": 2,
                    "userName": "[email protected]"
                }
            },
            "owner": "Demo Organization"
        },
        {
            "id": 2,
            "xid": "93e9aced-7419-4121-bef1-5276737936ab",
            "name": "Gather the subject line and email body",
            "workflowPhase": 1,
            "workflowStep": 2,
            "required": true,
            "dependentOnId": 8,
            "status": "Pending",
            "assignee": {
                "type": "Group",
                "data": {
                    "id": 1,
                    "name": "SOC Team",
                    "description": "SOC Team user group"
                }
            },
            "owner": "Demo Organization"
        },
        {...}
    ],
    "Status": "Success"
}

Retrieve a Specific Task

Send a request in the following format to retrieve data for a specific Task:

GET /v3/tasks/{taskId}

For example, the following request will retrieve data for the Task whose ID is 1:

GET /v3/tasks/1

JSON Response:

{
    "data": [
        {
            "id": 1,
            "xid": "bf710c31-7641-4100-9edf-461c1f6bb354",
            "name": "Read ThreatConnect's Building a Basic Workflow Blog",
            "workflowPhase": 1,
            "workflowStep": 1,
            "dueDate": "2022-03-20T23:59:59Z",
            "required": false,
            "status": "Open",
            "assignee": {
                "type": "User",
                "data": {
                    "id": 2,
                    "userName": "[email protected]"
                }
            },
            "owner": "Demo Organization"
        }
    ],
    "Status": "Success"
}

Update Workflow Tasks

The following example illustrates the basic format for updating a Task:

PUT /v3/tasks/{taskId}
{
    {updatedField}: {updatedValue}
}

For example, the following request will make the Task whose ID is 3 required for completion and due at 10:30 a.m. on April 5, 2022:

PUT /v3/tasks/3
{
    "dueDate": "2022-04-05T10:30:00Z",
    "required": true
}

JSON Response:

{
    "data": {
        "id": 3,
        "xid": "559797fc-bb36-45a7-9d4d-c7c865944548",
        "name": "Create Meeting Notes Folder",
        "description": "If the Case listed a Severity of High or Critical, create a Meeting Notes folder inside the Case folder.",
        "workflowPhase": 1,
        "workflowStep": 3,
        "dueDate": "2022-04-05T10:30:00Z",
        "required": true,
        "status": "Open",
        "owner": "Demo Organization"
    },
    "message": "Created",
    "status": "Success"
}

Refer to the Available Fields and section for a list of available fields that can be included in the body of a PUT request to the /v3/tasks endpoint.

Delete Workflow Tasks

Send a request in the following format to delete a Task:

DELETE /v3/tasks/{taskId}

For example, the following request will delete the Task whose ID is 1:

DELETE /v3/tasks/1

JSON Response:

{
    "message": "Deleted",
    "status": "Success"
}

Delete Tasks in Bulk

For instructions on deleting Tasks in bulk, refer to Delete Case Objects in Bulk.