Create work item
create_work_itemCreate a new work item in Karbon by providing title, client, assignee, and start date. Optionally set work type, status, budget, and description.
Instructions
Create a new work item in Karbon. WorkType and status values are tenant-specific — call get_tenant_settings first if unsure.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Title | Yes | ||
| DueDate | No | ISO 8601 date or date-time | |
| WorkType | No | Tenant-specific work type label, e.g. 'Tax Return' | |
| ClientKey | Yes | Key of the client this work is for (ContactKey, OrganizationKey, or ClientGroupKey) | |
| StartDate | Yes | ISO 8601 date or date-time, e.g. 2026-08-01 | |
| ClientType | Yes | ||
| Description | No | ||
| DeadlineDate | No | ||
| PrimaryStatus | No | ||
| EstimatedBudget | No | ||
| SecondaryStatus | No | Tenant-specific status label from get_tenant_settings | |
| WorkTemplateKey | No | Create from a work template (see list_work_templates) | |
| AssigneeEmailAddress | Yes | Email address of the Karbon user assigned to this work |