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 --mineList tasks, open by default. Narrow to your own with --mine, or include resolved ones with --include-closed.
| Flag | Notes |
|---|---|
--mine | Only tasks assigned to you. |
--include-closed | Include done and dismissed tasks. |
--json | Machine-readable output. |
get
geni crm tasks get tsk_01HX --field dueAtPrint one task's full record. --field <path> extracts a single dotted-path value.
| Arg / Flag | Notes |
|---|---|
<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 } }.
| Flag | Notes |
|---|---|
--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 / Flag | Notes |
|---|---|
<id> | Task id. |
--json <body> | Required. JSON fields to change. |
done
geni crm tasks done tsk_01HXMark a task done.
| Arg | Notes |
|---|---|
<id> | Task id. |
dismiss
geni crm tasks dismiss tsk_01HXDismiss a task (no longer needs doing).
| Arg | Notes |
|---|---|
<id> | Task id. |
reopen
geni crm tasks reopen tsk_01HXReopen a done or dismissed task.
| Arg | Notes |
|---|---|
<id> | Task id. |
delete
geni crm tasks delete tsk_01HXDelete a task.
| Arg | Notes |
|---|---|
<id> | Task id. |