# Projects and tasks

Find projects, summarize their progress, create and update tasks.

## Create a task

Create a task in an existing project.

| Property | Value |
|---|---|
| Identifier | `task.create` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | `task.create` + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound |
| Profiles | Sales, Field technician, Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The project (from the context or found by name); a label; an optional due date.

**Examples** :

> *Create a task “Follow up with the customer” in this project.*

**Limits** : You never need to know the project identifier.

## Search tasks

Search tasks by label or project, with filters: remaining, overdue, due between two dates.

| Property | Value |
|---|---|
| Identifier | `task.search` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Which tasks are overdue on the Dupont site?*

## Update a task's progress

Update the progress of an existing task.

| Property | Value |
|---|---|
| Identifier | `task.update` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound |
| Profiles | Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The task; the new progress.

**Examples** :

> *Set the “Cabling” task to 80%.*

**Limits** : An unchanged progress is refused rather than writing an empty change.

## Search projects

Search projects by reference or title, filter by customer and status.

| Property | Value |
|---|---|
| Identifier | `project.search` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound, with limits |
| Profiles | Sales, Field technician, Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Find the Dupont Renovation project.*

**Limits under ERPNext** :

- value “brouillon” of `status` refused — ERPNext n'a pas de projet brouillon (statuts : Open, On hold, Completed, Cancelled).

## Get a project brief

Summarize a project or site: customer, due date, overdue or remaining tasks, upcoming appointments, latest notes and linked quotations, from ERP data.

| Property | Value |
|---|---|
| Identifier | `project.brief` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Where does the Dupont site stand?*

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See also : [Catalog overview](/de/catalogue/) · [Dolibarr compatibility](/de/catalogue/compatibilite-dolibarr) · [ERPNext compatibility](/de/catalogue/compatibilite-erpnext)