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Find Task(s) (Automation Action) | Taskade Help Center
Retrieve and process tasks from projects within automation flows.
Find Task(s) (Automation Action)
Retrieve and process tasks from projects within automation flows.
Updated over 3 months ago
Overview
The Find Task(s) action allows you to search for tasks within Taskade projects based on specific criteria. This action is essential for automating workflows that require retrieving, filtering, and processing task data dynamically.
💡 Note: Find Task(s) is compatible with Loops and Transform Array to String.
Use the Find Task(s) Action
1) Add the Action
Open an existing automation or create a new one.
Add the Find Task(s) action.
Configure the action in the sidebar on the right (see the next section).
2) Configure Search Criteria
Specify the project and define search filters:
(required) Project: Choose the project where the search will be performed.
(required) Tasks to Return: Choose the output format:
Return the first matching task: Use when you're looking for a specific task.
Return all matching tasks as array: Use to return multiple tasks.
(optional) Behavior When no Tasks Found:
Continue: Proceed with the automation even if no tasks match.
Fail: Stop the automation if no tasks are found.
(optional) Click ➕ New Filter to define the fields that identify task(s) (see below).
Condition: Specify the conditions that the data must meet.
Value: Enter the value to compare against.
Click ➕ And / ➕ Or to define additional conditions.
3) Reference the Output
Once the tasks are retrieved, you can use the Transform Array to String action.
Use Cases
Not sure how to make the most of the Find Task(s) action? Start with these flows.
Daily Task Summary
Goal: Automatically generate and send a daily summary of tasks.
Trigger: Schedule Trigger → Runs every morning at 8 AM.
Actions:
Find Task(s): Retrieve all tasks due today from a specific project.
Transform Array to String: Convert the list of tasks into structured text.
Send Email (Gmail): Send the task summary to the team.
Automated Progress Report
Goal: Generate a daily report of all tasks in progress and send it to Slack.
Trigger: Schedule Trigger → Runs daily at 10 AM.
Actions:
Find Task(s): Retrieve all tasks marked as “In Progress.”
Transform Array to String: Format the tasks into a structured message.
Send Channel Message (Slack): Post the report in the team’s Slack channel
Taskade reimagines productivity with AI. Generate workflows, mind maps, flowcharts, and more. Customize AI agents, train them for any task, and automate seamlessly. Chat with documents for smarter insights in an all-in-one AI-enhanced workspace.
Taskade reimagines productivity with AI. Generate workflows, mind maps, flowcharts, and more. Customize AI agents, train them for any task, and automate seamlessly. Chat with documents for smarter insights in an all-in-one AI-enhanced workspace.
Taskade reimagines productivity with AI. Generate workflows, mind maps, flowcharts, and more. Customize AI agents, train them for any task, and automate seamlessly. Chat with documents for smarter insights in an all-in-one AI-enhanced workspace.
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Automation Flow 1: Daily Team Check-In
Purpose: Gather and organize team check-ins for better visibility.
⏩ Steps
🔤 Detail
Trigger
New Response (Google Forms)
Action 1
Create Project From Template: Start a project using the "Daily Check-Ins" template.
Action 2
Add Task: Create a task in the "Daily Check-Ins" project with the response details.
Action 3
Assign Task: Assign the task to the team lead for review before the daily check-in meeting.
Action 4
Generate with AI: Use Taskade AI to generate a summary of the submitted check-ins.
Action 5
Send channel message (Slack): Notify the team in the Slack channel that all check-ins are received and logged.
Action 6
Send email (Gmail): Send a summary of the check-ins to the team lead and relevant members.