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Find Task(s) (Automation Action)

Retrieve and process tasks from projects within automation flows.

Updated over 3 weeks ago

Overview

The Find Task(s) action allows you to search for tasks within Taskade projects based on specific criteria. This action is essential for automating workflows that require retrieving, filtering, and processing task data dynamically.

πŸ’‘ Note: Find Task(s) is compatible with Loops and Transform Array to String.


Use the Find Task(s) Action

1) Add the Action

  • Open an existing automation or create a new one.
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  • Add the Find Task(s) action.
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  • Configure the action in the sidebar on the right (see the next section).


2) Configure Search Criteria

Specify the project and define search filters:

  • (required) Project: Choose the project where the search will be performed.
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  • (required) Tasks to Return: Choose the output format:
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    • Return the first matching task: Use when you're looking for a specific task.
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    • Return all matching tasks as array: Use to return multiple tasks.
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  • (optional) Behavior When no Tasks Found:
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    • Continue: Proceed with the automation even if no tasks match.
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    • Fail: Stop the automation if no tasks are found.
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  • (optional) Click βž• New Filter to define the fields that identify task(s) (see below).
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    • Condition: Specify the conditions that the data must meet.
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    • Value: Enter the value to compare against.

Field

Condition Options

Value Type Required

Task Created At

Comes Before, Comes After, Is Empty, Is Not Empty

Date Value

Task Completed At

Comes Before, Comes After, Is Empty, Is Not Empty

Date Value

Task Content

Contains (Text), Does Not Contain (Text), Exactly Matches (Text), Does Not Exactly Match (Text), Starts With (Text), Does Not Start With (Text), Ends With (Text), Does Not End With (Text), Is Empty (Text), Is Not Empty (Text)

Text Value

  • Click βž• And / βž• Or to define additional conditions.


3) Reference the Output


Use Cases

Not sure how to make the most of the Find Task(s) action? Start with these flows.

πŸͺ„ Use Case

πŸ› οΈ Action Flow

Daily task summary

βœ… Trigger: Schedule (e.g., 8 AM daily)
➑️ Find Task(s) β†’ Due Date: Today
➑️ Transform Array to String
➑️ Send result via Gmail or Slack

Progress report

βœ… Trigger: Schedule (e.g., 10 AM daily) ➑️ Find Task(s) β†’ Status: In Progress
➑️ Transform Array to String
➑️ Post summary to a project

Task prioritization

βœ… Trigger: Task Created

➑️ Find Task(s) β†’ Priority: Urgent

➑️ Assign to priority team members

Project status report

βœ… Trigger: Schedule (e.g., weekly)
➑️ Find Task(s) β†’ Status = Completed ➑️ Compile and send report to team


😊 Helpful Links

πŸ€– Taskade AI Essentials

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