Tasks · Article 3 of 12

Task fields reference

Every task has fields describing what it is, who it's for, where it came from, and what needs to happen. This is a reference guide to all the fields you'll encounter.

5 min read Last updated April 2026

Core fields

Field	What it is	Required?
Description	Task title — what you see in the queue	Yes
Status	Where the task is in the workflow	Yes
Complexity	0–100 score of how complex. Auto-calculated for invoice tasks.	No
Due date	Target completion date. Shows a red indicator when overdue.	No
Assignee	Team member responsible. Can be unassigned.	No
Tags	One or more tags categorising the task	No

Entity links

Field	What it links to
Customer	The NDIS participant this task is about
Supplier	The service provider — typically set on invoice and agreement tasks
Contact	A contact associated with the customer
Account manager	Read-only. Derived automatically from the linked customer's account manager.

Source links

These record where a task came from. Set automatically when a task is created from another record.

Field	What it means
Email	The email that triggered this task
File	A document attached — usually an invoice PDF
Invoice	The invoice record created from this task
Phone call	A linked phone call
Text message	A linked SMS

System fields

Field	What it means
Alerts	Warning messages shown prominently. Read carefully before actioning.
Communication source	Whether from a contact, customer, or supplier. Set automatically.
Task type	Internal label used by automations (e.g. `new_supplier`, `onboarding`)
Invoice automation status	For invoice tasks — the result of automated validation
Budget alert	Links back to the budget alert that triggered this task
Claim rule	Links to the claim rule that triggered this task
Parent task	For sub-tasks — links to the parent (split invoice tasks)
Created at / Updated at	Timestamps
Completed at / Archived at	Persist even if the task is later reopened or unarchived