shotgrid-task-management

Managing ShotGrid tasks

Read references/status-codes.md before setting any status — the codes are studio-specific and the value you write must be one the entity type accepts.

Read before you write

1. schema_get with entity type Task to learn the real field names and which ones are required or editable.
2. entity_find_one (or search_entities) to read the current record. Report the current status and assignment to the user before changing anything.
3. Confirm the status code and the assignee with the user. A task update is a production-side effect: it is visible to the team immediately and it is not something to infer from a vague request.

Tools

Goal	Tool
Read one task	entity_find_one
Read several tasks	search_entities
Update one task	entity_update
Update many tasks with one shape	batch_entity_create / batch_operations
Create a task	entity_create
Attach or read review feedback	shotgrid_note_create / shotgrid_note_read

Procedure

1. Resolve the target. Search by project plus content or code; do not guess an ID. If the search returns more than one record, ask which one.
2. Build the smallest update payload. entity_update writes only the fields you pass — omitting a field leaves it alone, so there is no need to echo the whole record back.
3. Set the status with a valid code from references/status-codes.md.
4. Apply the change with entity_update.
5. Re-read the task and report what changed. A successful call that changed nothing is still worth catching.
6. When the change carries context a teammate needs, add a note with shotgrid_note_create on the task instead of only reporting in chat.

Batching

When the same update applies to many tasks, use one batch call rather than a loop of entity_update:

• batch_operations for mixed create / update / delete requests.
• batch_entity_create for creating several records of one type.

Batches are capped at 100 operations (MAX_BATCH_SIZE). Split larger sets, and check the per-item results — a batch returns one entry per operation, so a partial failure is normal and must be read, not assumed away.