notes-and-tasks

Manage record activities, to-dos, and timelines via the Frontline CLI.

Updated Jul 27, 2026
One-click install
npx skills add https://github.com/api-evangelist/frontline --skill notes-and-tasks-api-evangelist
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: notes-and-tasks
Source: https://github.com/api-evangelist/frontline/tree/main/skills/vendor/notes-and-tasks
Command: npx skills add https://github.com/api-evangelist/frontline --skill notes-and-tasks-api-evangelist

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Tracking follow-ups, logging interactions, and managing to-dos on CRM records requires navigating multiple surfaces — manually-logged activities, the full synced timeline, record-scoped to-dos, and the personal to-dos inbox — and confusing them leads to missing context or misassigned work. ## Core Features & Use Cases - Activity Logging: Create, read, update, and delete manually-logged notes, calls, meetings, and emails on any record with typed entries, backdating, and cross-record links. - Timeline Reading: Read the full permission-redacted record timeline including synced inbox emails, conversations, WhatsApp threads, and audit changes. - To-do Management: Manage record-scoped to-dos (the record's To-do's tab) and the assignee-scoped personal to-dos inbox with due dates, assignees, and completion states. - Use Case: After a sales call, log a PHONE_CALL activity on the deal record, then create a follow-up to-do assigned to the deal owner with a due date so it appears in their personal inbox. ## Quick Start Log a phone call activity on a deal record and create an assigned follow-up to-do with a due date using the Frontline CLI.

Frequently Asked Questions about notes-and-tasks

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I log a phone call or meeting on a CRM record?▼

Use frontline object activity create with the record's object and row ID, passing --content, --type (PHONE_CALL, MEETING, EMAIL, or NOTE), and optionally --activity-date to backdate. You can tag participants with --user-ids and attach structured metadata via --additional-data.

What is the difference between object activity and object timeline?▼

object activity lists only manually-logged activities and supports create, update, and delete. object timeline is read-only and shows the full record feed including synced inbox emails, conversations, WhatsApp threads, and audit changes, redacted server-side by sharing permissions.

How do I assign a to-do so it appears in someone's personal inbox?▼

Pass --assignees with the user's ID when creating the task via frontline object task create or frontline user-tasks create. Assignees are not set automatically; without one, the to-do only appears on the record's To-do's tab and in nobody's inbox.

Can I list all to-dos for a single record?▼

Yes, use frontline object task list with the object and row ID to see every user's to-dos on that record. The user-tasks list command filters by assignee and cannot scope to a single record's row.

Why don't synced emails show up in object activity list?▼

Synced inbox emails, chat history, and audit changes are not manually-logged activities, so they never appear under object activity. Read them with frontline object timeline list, which merges all communication and change events for the record.