Database Query - Tasks Entity
Last Modified on 09/25/2026 11:06 am PDT
Pathway: Database > Database Query
The Tasks entity contains the data of each task created for an account including its creation date, due date, completion date, and completion notes. Tasks serve as a central communication and follow-up tool; used for customer accounts from notes to the driver to billing question to internal follow-up tasks.
Monitoring these interactions enables the business to measure staff responsiveness and identify recurring service issues that may require attention.
Initiating a Tasks Query
To generate a Tasks report using the Database Query tool, follow the steps outlined below. Reference the Database Query article for more details on how to use the tool for reporting.
- Go to the Database > Database Query screen.
- Click the New button in the top control bar. This will open the Select Main Entity popup.
- Select Tasks.
- After the Display Fields for the Tasks entity populate, select the check boxes for the fields you want to include in the report.
- If a specific order is required, select the fields in the order you want them to appear in the query.
- Click Run to execute the query. Results are generated in a new tab with the date and timestamp.
Columns Available for Display
The following data can be pulled in when running a Tasks report.
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Field Name
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Description
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Account and Site
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Account ID |
Unique ID for the customer account associated with the task.
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Account Name
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Name of the customer account associated with the task. |
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Site ID |
Unique ID for the service site or location associated with the customer account.
May be blank when the task applies to the account rather than to a specific site.
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Site Name
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Name of the service site or location associated with the customer account.
May be blank when the task applies to the account rather than to a specific site.
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Task Details
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Task ID |
ID for the task record.
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Task Type
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Classification of the task, such as a driver note, billing or AR question, or general follow-up activity.
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Task Note
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Original instructions, customer communication, or follow-up details recorded when the task was created.
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Priority
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Indicates the urgency of the task and helps staff prioritize service, billing, customer communication, and operational follow-up activities.
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Task Assignment and Workflow
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Assigned To User
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User responsible for completing or following up on the task. |
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Due Date
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Date and time by which the assigned user is expected to complete the task or take the required action.
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Completed Time Stamp
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Date when the task was marked as completed.
May be blank for tasks that remain open or were not formally closed.
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Completion Note
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Notes describing the outcome of the task, actions taken, or reason the task could not be completed.
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Record Audit Information
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Created By User
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User who created the task record. |
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Created Time Stamp
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Date and time when the task record was created.
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Entity Join Options
When running reports against the Tasks entity, the option to pull in data from other entities is provided by utilizing the Join feature in the Database Query tool.
Only select entities can join with other select entities. The option provided for Tasks is:
Reference the Database Query article for more details on how to use the Join option for more complex, detailed reporting.
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