Projects & Tasks

Searching Projects

Find projects by name

Prompt:

“Search for projects with ‘migration’ in the name”

What happens: The server calls autotask_search_projects with searchTerm: "migration".

Expected output:

{
  "summary": "Found 2 projects (showing 1-2)",
  "items": [
    {
      "id": 5021,
      "projectName": "Cloud Migration Phase 2",
      "status": 1,
      "startDate": "2024-02-01",
      "endDate": "2024-06-30",
      "companyID": 29683451,
      "_enhanced": {
        "companyName": "Northwind Traders"
      }
    },
    {
      "id": 5018,
      "projectName": "Email Migration to Office 365",
      "status": 5,
      "startDate": "2023-09-01",
      "endDate": "2023-12-15",
      "companyID": 29683452,
      "_enhanced": {
        "companyName": "Summit Solutions"
      }
    }
  ],
  "total": 2
}

Find projects for a company

Prompt:

“Show me all projects for company ID 29683451”

What happens: The server calls autotask_search_projects with companyID: 29683451.

---

Creating Projects

Create a new project

Prompt:

“Create a project called ‘Firewall Upgrade’ for company 29683451 starting on 2024-03-01”

What happens: The server calls autotask_create_project with projectName: "Firewall Upgrade", companyID: 29683451, and startDate: "2024-03-01".

Expected output:

{
  "message": "Created project with ID: 5025",
  "data": 5025
}

---

Searching Tasks

Find tasks on a project

Prompt:

“Show me tasks for project ID 5021”

What happens: The server calls autotask_search_tasks with projectID: 5021.

Expected output:

{
  "summary": "Found 4 tasks (showing 1-4)",
  "items": [
    {
      "id": 78001,
      "title": "Assess current infrastructure",
      "status": 5,
      "projectID": 5021,
      "assignedResourceID": 12345,
      "_enhanced": {
        "assignedResourceName": "John Smith"
      }
    },
    {
      "id": 78002,
      "title": "Configure cloud environments",
      "status": 1,
      "projectID": 5021,
      "assignedResourceID": 12346,
      "_enhanced": {
        "assignedResourceName": "Jane Doe"
      }
    }
  ],
  "total": 4
}

---

Creating Tasks

Add a task to a project

Prompt:

“Create a task ‘Set up VPN tunnel’ on project 5021 assigned to resource 12345”

What happens: The server calls autotask_create_task with title: "Set up VPN tunnel", projectID: 5021, and assignedResourceID: 12345.

Expected output:

{
  "message": "Created task with ID: 78005",
  "data": 78005
}

---

Searching Resources

Find a technician

Prompt:

“Search for resource named Smith”

What happens: The server calls autotask_search_resources with searchTerm: "Smith".

Expected output:

{
  "summary": "Found 2 resources (showing 1-2)",
  "items": [
    {
      "id": 12345,
      "firstName": "John",
      "lastName": "Smith",
      "email": "john.smith@example.com",
      "isActive": true
    },
    {
      "id": 12350,
      "firstName": "Sarah",
      "lastName": "Smithson",
      "email": "sarah.smithson@example.com",
      "isActive": true
    }
  ],
  "total": 2
}