Tasks: typical scenarios

A scenario describes a single practical task and the sequence of methods required to perform it. In these tasks, scenarios show how to create a task, attach a file from Drive to it, add a comment with an attachment, and link a task to an SPA item.

Quick links: all scenarios

User documentation: Tasks in Bitrix24

Connection with Other ObjectsConnection with Other Objects

Scenarios are built around a task and its related objects: Drive files, comments, and CRM. Creating and retrieving tasks is performed by the tasks.task.* method group.

• Drive files. To attach a file to a task, first upload the file to Drive using the disk.folder.uploadfile method. The method returns a ID of the Drive file. When creating a task, pass this identifier into the UF_TASK_WEBDAV_FILES field of the tasks.task.add method with the n prefix, for example n6687. If the task has already been created, attach the file using the tasks.task.files.attach method: to the fileId parameter, pass the ID of the file without a prefix, for example 6687

• Comments. The How to create a comment in a task and attach a file to it scenario uses the task.commentitem.add method. The method continues to add comments, but its development has been halted since module version tasks 25.700.0. For new integrations with a task chat, use tasks.task.chat.message.send, and send files using the im.disk.file.commit method

• CRM and SPAs. A task is linked to CRM objects via the UF_CRM_TASK field of the tasks.task.add method. The field stores an array of identifiers of linked CRM objects: leads, deals, contacts, companies, or SPA items.

  For an SPA, the UF_CRM_TASK value is composed of SYMBOL_CODE_SHORT — the object type code — and the id item returned by the crm.item.list method:

  1. Retrieve entityTypeId and SYMBOL_CODE_SHORT using the crm.enum.ownertype method
  2. Pass entityTypeId into crm.item.list to find the SPA item and retrieve its id
  3. Pass the value into UF_CRM_TASK in the SYMBOL_CODE_SHORT_id format, for example Tb1_29, where Tb1 is the SYMBOL_CODE_SHORT value, and 29 is the id item

Getting StartedGetting Started

1. Define the scenario: create a task with a file, attach a file to an existing task, add a comment with a file, or link a task to an SPA
2. Select a scenario in the How to choose a scenario table
3. Check which permissions and scopes are specified in the selected scenario
4. Prepare the task, Drive file, user, or CRM item identifiers required for the scenario
5. Execute the methods in the order described in the scenario

How to choose a scenarioHow to choose a scenario

If necessary	Open
Create a task and immediately attach a file from the Drive to it	How to create a task with an attached file
Upload a file to the Drive and attach it to an existing task	How to upload a file to a task
Add a comment to a task using the task.commentitem.add method and attach a file to it	How to create a comment in a task and attach a file to it
Create a task linked to an SPA item	How to link a task to an SPA
View the full task methods reference	Tasks: methods overview