List RD Station CRM Tasks
rdcrm_list_tasksList CRM tasks filtered by deal, assignee, status, type, and due-date range to find pending items, overdue follow-ups, or scheduled activities across your pipeline.
Instructions
List tasks with filters: deal, assignee, status (pending/done/all, default pending), type (call, email, meeting, task, lunch, visit, whatsapp) and due-date range.
Returns one line per task: status, subject, id, type, due date, assignee, deal.
Use when: "what are my pending tasks?", "overdue follow-ups this week".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1) | |
| type | No | Task type filter | |
| limit | No | Results per page (default 20, max 200) | |
| status | No | Task status (default 'pending') | pending |
| deal_id | No | Filter tasks of one deal | |
| user_id | No | Filter by assignee (user ID) | |
| due_after | No | Tasks due after this date (YYYY-MM-DD) | |
| due_before | No | Tasks due before this date (YYYY-MM-DD) |