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Task model

The task model imports work items from an external system into FunnelStory tasks: titles, bodies, status, assignees (matched by email), due dates, and associations to one or more accounts.

Prerequisites

  • Accounts model — tasks without resolvable accounts are skipped for association.
  • Workspace users whose emails appear in assignee_emails for assignee matching.

Field reference

Model key

PropertyTypeDescription
task_idstringStable external id; required. Empty ids are skipped.

Default properties

PropertyTypeDescription
titlestringTask title.
created_attimestampCreation time in the source.

Optional properties

PropertyTypeDescription
contentstringBody or description (mapped to task body in FunnelStory).
is_donebooleanWhen true, task is done / closed.
in_progressbooleanWhen true (and not done), task is treated as in progress.
due_attimestampDue date/time.
expires_attimestampOptional expiry.
prioritystringPriority label; interpreted when it matches known priority values in the product.
assignee_emailsjsonJSON array of email strings; each is resolved to a workspace user when possible.
account_idsjsonJSON array of account_id values to link the task to multiple accounts.

Behavior notes

  • Status is derived from is_done and in_progress when those flags are set.
  • Assignees are linked only for emails that resolve to users in your workspace.
  • Existing tasks are updated on refresh when the same task_id is seen again.

Configure

  1. Add model → Task.
  2. Select the connection and query tasks from your source.
  3. Map task_id, title, and timestamps; add optional fields as available.
  4. Ensure account_ids (or equivalent) aligns with your accounts model.
  5. Validate, save, refresh, then verify tasks on linked accounts.