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CRM

geni crm tasks

List, create, edit, resolve, and delete CRM tasks.

CRM to-dos, optionally linked to a record. With no verb, geni crm tasks lists open tasks; the verb subcommands get one, create, update, resolve (done / dismiss / reopen), and delete.

list (default)

geni crm tasks --mine

List tasks, open by default. Narrow to your own with --mine, or include resolved ones with --include-closed.

FlagNotes
--mineOnly tasks assigned to you.
--include-closedInclude done and dismissed tasks.
--jsonMachine-readable output.

get

geni crm tasks get tsk_01HX --field dueAt

Print one task's full record. --field <path> extracts a single dotted-path value.

Arg / FlagNotes
<id>Task id.
--field <path>Print one dotted-path value (e.g. status, dueAt).

create

geni crm tasks create --json '{"title":"Follow up with Ada","dueAt":"2026-07-01","priority":"high","entity":{"type":"person","id":"per_01HX"}}'

Create a task. --json is { title, description?, dueAt?, priority?, ownerMembershipId?, entity?: { type, id } }.

FlagNotes
--json <body>Required. JSON task definition.

update

geni crm tasks update tsk_01HX --json '{"priority":"medium","dueAt":"2026-07-15"}'

Update a task. --json is { title?, description?, dueAt?, priority?, ownerMembershipId? }.

Arg / FlagNotes
<id>Task id.
--json <body>Required. JSON fields to change.

done

geni crm tasks done tsk_01HX

Mark a task done.

ArgNotes
<id>Task id.

dismiss

geni crm tasks dismiss tsk_01HX

Dismiss a task (no longer needs doing).

ArgNotes
<id>Task id.

reopen

geni crm tasks reopen tsk_01HX

Reopen a done or dismissed task.

ArgNotes
<id>Task id.

delete

geni crm tasks delete tsk_01HX

Delete a task.

ArgNotes
<id>Task id.

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