Overview

Tasks in Bob help teams stay organized and ensure company-wide responsibilities are efficiently tracked and managed. The Tasks feature allows you to monitor progress, reassign ownership, and mark tasks as completed. Tasks can be assigned for various purposes, such as onboarding new hires, completing performance reviews, or meeting compliance requirements.

The Tasks API provides programmatic access to Bob's task management system, allowing you to:

• Retrieve all open tasks or filter tasks by employee or status.
• Mark tasks as complete.
• Subscribe to task-related webhook events including task status change and task list assignment.

Common use cases for the Tasks API include integrating with project management tools, monitoring task progress, or triggering reminders.

Key Concepts

Tasks

A Task in Bob represents an actionable item assigned to an employee. Tasks help track responsibilities and ensure actions are completed on time.

Tasks fall into two main types:

• General Tasks:
  • These are manually tracked to-do items that can be assigned and marked as complete.
  • Accessible and modifiable via the Public API.
• Other Tasks:
  • Tasks tied to automated processes or integrated modules in Bob, such as eSignatures, emails, calendar events, or surveys.
  • Managed within Bob and not accessible via the Public API.

Task Status

Tasks can be either Open or Closed. The Public API allows filtering based on these statuses, enabling better visibility into task progress. To learn more about Tasks in Bob, see /reference/get_tasksManage tasks.

Task list

The Bob Task Lists enable assigning tasks to specific employees or groups of employees at specific times. Each task list can be set with the option to schedule according to a particular anchor event, such as a start date, work anniversary, or a particular time off policy. The scheduling can also be applied to particular people based on set conditions.

Once the scheduled time arrives, the task list is assigned to the relevant employees. The Public API allows access to task lists for General tasks, including task descriptions, due dates, and other details.

Tasks endpoints

The Tasks API provides functionality to retrieve and update tasks based on specific requirements:

To learn more, see Tasks endpoints.

Webhook events

Bob supports webhook task events, allowing your system to respond to task-related events in real-time.

Use the following events to receive notifications about triggered task lists and tasks status updates. Then, use the API endpoints to retrieve the task list or change the status.

To learn more, see Employee Task events.

Common use-cases

Onboarding management

Use the Tasks API to track onboarding tasks for new employees:

1. Retrieve all tasks for a specific employee using GET /tasks/people/{id}.
2. Display these tasks in a custom employee dashboard.
3. Automatically mark tasks as complete with POST /tasks/{taskId}/complete when prerequisites are met.

Employee birthday reminders

Integrate tasks to remind managers to congratulate people on their birthdays:

1. Use GET /tasks/people/{id} to pull employee-specific tasks.
2. Send reminders to managers for tasks such as setting up a team time to celebrate.

Compliance and audits

Automate task tracking for compliance-related activities:

1. Assign tasks to employees to submit certifications for industry compliance.
2. Use GET /tasks to monitor pending tasks organization-wide.
3. Mark tasks as completed after submission using POST /tasks/{taskId}/complete.

Related resources

• Mastering tasks lists
• Getting started with Bob API
• Set up general tasks
• Getting Started with Bob Webhooks
• Employee Task Events
• Rate limiting