CompanyToDos

This entity describes a To-Do created by an Autotask user and associated with an Autotask Company. In Autotask, a To-Do is a scheduled item that appears on the user's Autotask calendar. It can be assigned to the creator or to another resource. It requires an Action Type and can be associated with an Opportunity, Ticket, or Contract that is associated with the same Company as the To-Do. Autotask users manage Company To Dos through the CRM module (CRM > To-Dos).

NOTE  You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.

Entity details

Entity Name: CompanyToDos

Entity Path:

/atservicesrest/v1.0/CompanyToDos

Parent Entity: Companies
Can Create:
Can Update:
Can Query:
Can Delete:
Can Have UDFs:  

Conditions and requirements

Special field attributes

Field Conditions and Requirements
companyID contactID, contractID, opportunityID, and ticketID must reference a Contact, Contract, Opportunity, or Ticket entity with the same companyID as the CompanyToDo.
completedDate Setting completedDate completes the to-do. The To-Do entity does not include an "isComplete" field. Use the completedDate column to query for completed To-Dos. Completed To-Dos can also be queried using the CompanyNote entity.
contactID contactID must reference an isActive Autotask Contact associated with the Company referenced by the companyID field or from the parentCompany of the Company referenced by the Quote companyID.

Field definitions

Field Name Datatype Read-Only Is Required Reference Name Picklist
actionType integer    
activityDescription string
(32000)
       
assignedToResourceID long   Resources  
companyID long   Companies  
completedDate datetime        
contactID long     Contacts  
contractID long     Contracts  
createDateTime datetime      
creatorResourceID long   Resources  
endDateTime datetime      
id long    
impersonatorCreatorResourceID integer   Resources

 

lastModifiedDate datetime      
opportunityID long     Opportunities  
startDateTime datetime      
ticketID long     Tickets  

Additional resources