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.

💡 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.
Add the Find Task(s) action.
Configure the action in the sidebar on the right (see the next section).

Configure Search Criteria

Specify the project and define search filters:

(required) Project: Choose the project where the search will be performed.
(required) Tasks to Return: Choose the output format:
- Return the first matching task: Use when you're looking for a specific task.
- Return all matching tasks as array: Use to return multiple tasks.
(optional) Behavior When no Tasks Found:
- Continue: Proceed with the automation even if no tasks match.
- Fail: Stop the automation if no tasks are found.

(optional) Click ➕ New Filter to define the fields that identify task(s) (see below).
- Condition: Specify the conditions that the data must meet.
- Value: Enter the value to compare against.
Click ➕ And / ➕ Or to define additional conditions.

Reference the Output

Once the tasks are retrieved, you can use the Transform Array to String action.

Use Cases

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

🪄 Use Case	💭 Scenario	⏩ Action Flow
Daily task summary	A team needs a daily summary of tasks due for the day.	The system triggers daily at 8 AM, retrieves all tasks due today from a specific project, transforms the task list into structured text, and then emails the summary to the team.
Progress report	A team needs a daily report on tasks that are in progress.	The system triggers daily at 10 AM, retrieves all tasks marked as "In Progress", formats the tasks into a structured message, and sends the progress report to the Slack channel.
Task prioritization	A project manager wants to automatically prioritize urgent tasks.	The system triggers based on task creation or updates, searches for tasks with specific urgency tags or deadlines, and flags or assigns the tasks to high-priority team members.
Project status report	A manager wants a status report of all tasks across multiple projects.	The system searches across all specified projects for tasks in various statuses (e.g., In Progress, Completed) and sends a summary report of the overall project status to the team.