Tasks are actions you need to complete manually with a third party - e.g. notifying an insurance company of a change. They're created automatically, mostly from case changes, but also from wage-type calculations or automated reports.
This is a separate mechanism from Missing Company Data, Missing Employee Data and Payroll Control - those don't create Tasks, even though they surface alongside them in the UI.
FAQ
What creates a task?
Mostly case changes, but also wage-type calculations or automated reports - always automatically.
Can I create my own tasks?
Yes, via POST - see API Endpoints above.
Do open tasks block closing a period?
No - tasks currently don't block closing a period; they're not part of Payroll Control (unlike unresolved missing data and controlling cases, which do block closing). This is planned to change in the coming months, so that every task has to at least be reviewed before a period can be closed.
Can tasks be created independently, not just automatically?
Yes - POST /tenants/{orgId}/payrolls/{payrollId}/tasks lets you create your own task manually (name, category, employee, due date, instructions), alongside the automatically generated ones.
Can I see already-closed tasks?
Yes - the task list has an Open/Completed filter; completed tasks stay visible with their completion date.
Can tasks be deleted?
The API supports it, but it isn't exposed in the standard product frontend - so in practice, through the UI, no; only via a direct API call.
API Endpoints
| What | Call |
|---|---|
| List tasks | GET /tenants/{orgId}/payrolls/{payrollId}/tasks |
| Get a task | GET /tenants/{orgId}/payrolls/{payrollId}/tasks/{taskId} |
| Create a task | POST /tenants/{orgId}/payrolls/{payrollId}/tasks |
| Update a task (accept, complete, comment) | PUT /tenants/{orgId}/payrolls/{payrollId}/tasks/{taskId} |
| Run a task's action (e.g. generate files) | POST /tenants/{orgId}/payrolls/{payrollId}/tasks/{taskId}:runAction |
| Get a task's attachment | GET /tenants/{orgId}/payrolls/{payrollId}/tasks/{taskId}/attachments/{attachmentId} |