Autotask Picklists · diff
git:20260713.1fbd3f3 to git:20260728.b7e78fc
10 added, 6 removed. Audit B to A.
---
+ name: "Autotask Picklists"
description: >-
- Use this skill when working with Autotask picklist and reference data — listing queues, ticket
- statuses, ticket priorities, and phases. These tools return the configured lookup values for
- your specific Autotask instance, which are required when creating or filtering tickets and other
- entities. Use when: autotask queues, autotask ticket statuses, autotask ticket priorities,
- autotask picklist, list queues autotask, autotask priority values, autotask status values,
- autotask reference data, autotask lookup values, or autotask phases list.
+ Autotask picklist and reference-data lookups — queues, ticket statuses, ticket priorities, and
+ project phases — the instance-specific configured values required before creating or filtering
+ tickets and other entities.
+ when_to_use: >-
+ When you need instance-specific queue, ticket status, ticket priority, or phase values before
+ creating or filtering Autotask tickets and other entities. Use when: autotask queues, autotask
+ ticket statuses, autotask ticket priorities, autotask picklist, list queues autotask, autotask
+ priority values, autotask status values, autotask reference data, autotask lookup values, or
+ autotask phases list.
---
# Autotask Picklists and Reference Data
## Overview
Autotask uses instance-specific picklist values for queues, statuses, priorities, and phases. Before creating tickets or filtering results, retrieve these values to use the correct IDs for your organization's configuration.
## API Patterns
### List Queues
Tool: `autotask_list_queues`
Returns all ticket queues configured in your Autotask instance.
Response structure:
```json
[
{ "id": 1, "name": "Service Desk", "isActive": true },
{ "id": 2, "name": "Project Work", "isActive": true },
{ "id": 8, "name": "Monitoring", "isActive": false }
]
```
Use the `id` field when creating or filtering tickets by queue.
### List Ticket Statuses
Tool: `autotask_list_ticket_statuses`
Returns all ticket status values configured in your instance.
Response structure:
```json
[
{ "id": 1, "name": "New", "isActive": true },
{ "id": 5, "name": "Complete", "isActive": true },
{ "id": 9, "name": "Waiting Customer", "isActive": true }
]
```
### List Ticket Priorities
Tool: `autotask_list_ticket_priorities`
Returns all ticket priority values configured in your instance.
Response structure:
```json
[
{ "id": 1, "name": "Critical", "isActive": true },
{ "id": 2, "name": "High", "isActive": true },
{ "id": 3, "name": "Medium", "isActive": true },
{ "id": 4, "name": "Low", "isActive": true }
]
```
### List Phases
Tool: `autotask_list_phases`
Parameters:
- `projectId` (required) — The project ID to retrieve phases for
Returns all phases within a specific project, used when creating tasks or assigning work.
## Common Workflows
### Discover Picklist Values Before Creating a Ticket
1. Call `autotask_list_queues` to find the queue ID
2. Call `autotask_list_ticket_statuses` to find status IDs
3. Call `autotask_list_ticket_priorities` to find priority IDs
4. Use retrieved IDs in `autotask_create_ticket`
### Get Phases for Project Task Assignment
1. Call `autotask_list_phases` with the project ID
2. Note phase IDs and names
3. Use phase ID when creating tasks with `autotask_create_task`
## Notes
- All picklist values are instance-specific — IDs will differ between Autotask environments
- Active vs inactive values: filter by `isActive: true` to avoid using deprecated values
- For other entity field picklists not covered here, use `autotask_get_field_info` to retrieve full picklist data for any entity type
- Cache these values during a session to avoid repeated lookups; they change infrequently