Tasks Public API – How to Integrate and Manage Your Tasks

Modified on Tue, 17 Mar at 5:13 PM

The Tasks Public API allows you to connect your DiliTrust Board Portal tasks with external tools like Microsoft Planner or Power Automate. This helps you automate workflows, reduce manual work, and keep your tasks synchronized across systems.

❓ What is the Tasks Public API?

The Tasks Public API enables you to interact with your tasks directly from external tools. Instead of managing tasks manually in multiple platforms, you can now:

✅ Create tasks automatically
✅ Retrieve and track all your tasks
✅ Update task statuses
✅ Delete tasks when no longer needed

This feature is designed for clients who want to integrate DiliTrust with their existing tools and workflows.

⚙️ Before You Start

To use the Tasks Public API, make sure you have:

✅ Access to the Board Portal
✅ Permission to generate a personal API token
✅ A tool that can call APIs (e.g. Power Automate, Postman, or your internal system)

⚠️ If you are unsure about permissions or setup, contact your administrator.

✍️ Step 1: Generate Your API Token

To securely connect your tools, you need a personal API token.

1️⃣ Go to your user settings
2️⃣ Generate a personal API token
3️⃣ Copy and store it securely

⚠️ This token acts like a password. Do not share it publicly.

✈️ Step 2: Connect Your External Tool

You can now connect your external tool (such as Microsoft Power Automate or Planner).

✅ Use your API token for authentication
✅ Configure API calls to DiliTrust endpoints
✅ Test the connection using a tool like Postman if needed

Example use cases:

Automatically create a task from a meeting outcome
Sync tasks with Microsoft Planner
Trigger workflows when a task is completed

⚡ Step 3: Manage Your Tasks via API

Once connected, you can perform all key task actions:

✅ Retrieve Tasks

Get a list of all your tasks
View their status (To do, Done, Overdue)

✍️ Create Tasks

Create new tasks directly from your external tool
Include details such as title, due date, and assignee

✏️ Update Tasks

Modify task status or details
Keep your systems synchronized in real time

❌ Delete Tasks

Remove tasks that are no longer relevant

These capabilities allow full CRUD (Create, Read, Update, Delete) operations via API.

⭐ Best Practices

✅ Test your API calls in a sandbox or staging environment first
✅ Keep your API token secure and rotate it regularly
✅ Use automation tools (like Power Automate) for efficiency
✅ Monitor your integrations to ensure data consistency

⛔ Limitations & Important Notes

⚠️ Some fields may not be strictly validated by the API (e.g. status values) :contentReference[oaicite:2]{index=2}
⚠️ Authentication currently relies on token-based access
⚠️ API behavior may depend on your permissions and configuration

Always validate your data before sending it to avoid inconsistencies.

✨ Summary

The Tasks Public API helps you automate task management and integrate DiliTrust with your daily tools. By setting up your API token and connecting your systems, you can streamline workflows, reduce manual effort, and improve accuracy.

☕ Start simple, test your setup, and progressively automate your processes for maximum value.