Dashboard & Global Utilities

Cross-board endpoints used by the FluentBoards dashboard and shared UI pieces: the "my tasks" lists, task tab configuration, global search, selector options, view preferences and member/board pickers. Plugin source: free.

Unless noted, these endpoints only need a logged-in user (/tasks/*, /options/*) or a FluentBoards user, meaning someone with access to at least one board (/global-search, /ajax-options, view settings). Results are always limited to the boards the current user can access.

Endpoints

Method	Endpoint	Description
GET	`/tasks/top-in-boards`	Dashboard task lists and counts for the current user
GET	`/tasks/crm-associated-tasks/{associated_id}`	Tasks linked to a FluentCRM contact
GET	`/tasks/stage/{task_id}`	Stage of a task
GET	`/tasks/boards-by-type/{type}`	Boards of one type
GET	`/tasks/task-tabs/config`	Dashboard task tab configuration
POST	`/tasks/task-tabs/config`	Save task tab configuration
GET	`/global-search`	Search tasks and boards
GET	`/ajax-options`	Options for selector inputs
GET	`/get-dashboard-view-settings`	Card/list/table view preferences
PUT	`/update-dashboard-view-settings`	Save view preferences
GET	`/contacts/{board_id}`	FluentCRM contacts linked to a board's tasks
GET	`/options/members`	Board members for pickers
GET	`/options/projects`	Boards for pickers

Get Dashboard Tasks

Returns the current user's watched top-level tasks (on active boards, not archived), split into categories with up to 6 tasks each, plus counts. Each task includes assignees, board and stage.

http

GET /wp-json/fluent-boards/v2/tasks/top-in-boards

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/top-in-boards" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "data": {
    "assigned": [
      { "id": 85, "title": "Fix login bug", "due_at": "2025-08-10 17:00:00", "board": { "id": 3, "title": "Website" }, "stage": { "id": 25, "title": "Doing" }, "assignees": [] }
    ],
    "overdue": [],
    "due_today": [],
    "upcoming": [],
    "mentioned": [],
    "completed": [],
    "others": []
  },
  "counts": {
    "due_today": 0,
    "assigned": 4,
    "overdue": 1,
    "upcoming": 3,
    "mentioned": 2,
    "completed": 10,
    "others": 5,
    "all_boards": 6,
    "all_tasks": 25
  }
}

Categories: assigned (open tasks assigned to you, most recently assigned first), overdue, due_today, upcoming, mentioned (tasks where you were mentioned in a comment), completed, others (no due date).

Get CRM Contact Tasks

Returns all tasks linked to a FluentCRM contact, with board, stage, assignees and subtask groups. Requires FluentCRM and the fcrm_read_contacts permission; non-admins only see tasks on their boards.

http

GET /wp-json/fluent-boards/v2/tasks/crm-associated-tasks/{associated_id}

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/crm-associated-tasks/42" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "tasks": [
    {
      "id": 85,
      "title": "Follow up with lead",
      "crm_contact_id": 42,
      "isOverdue": false,
      "isUpcoming": true,
      "can_edit": true,
      "board": { "id": 3, "title": "Sales" },
      "stage": { "id": 25, "title": "Contacted" },
      "assignees": [],
      "subtask_group": []
    }
  ]
}

Returns 403 when FluentCRM is missing or you cannot read contacts.

Get a Task's Stage

Returns the stage of a task you can access.

http

GET /wp-json/fluent-boards/v2/tasks/stage/{task_id}

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/stage/85" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "stage": {
    "id": 25,
    "board_id": 3,
    "title": "Doing",
    "position": "2.00"
  }
}

Returns 404 "Task not found" when the task does not exist or you have no access.

List Boards by Type

Returns your non-archived boards of the given type, oldest first.

http

GET /wp-json/fluent-boards/v2/tasks/boards-by-type/{type}

{type} is a board type such as to-do or roadmap.

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/boards-by-type/roadmap" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "boards": [
    { "id": 7, "title": "Product Roadmap", "type": "roadmap" }
  ]
}

Get Task Tab Configuration

Returns the current user's dashboard task tabs (order and visibility). Defaults are returned when nothing is saved; missing tabs are merged in. Labels are always translated server-side.

http

GET /wp-json/fluent-boards/v2/tasks/task-tabs/config

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/task-tabs/config" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "data": [
    { "name": "due_today", "label": "Due Today", "visible": "true", "order": 1 },
    { "name": "assigned", "label": "Assigned", "visible": "true", "order": 2 },
    { "name": "upcoming", "label": "Upcoming", "visible": "true", "order": 3 },
    { "name": "overdue", "label": "Overdue", "visible": "true", "order": 4 },
    { "name": "mentioned", "label": "Mentioned", "visible": "true", "order": 5 },
    { "name": "completed", "label": "Completed", "visible": "true", "order": 6 },
    { "name": "others", "label": "Others", "visible": "true", "order": 7 }
  ]
}

Save Task Tab Configuration

Saves the current user's task tabs. At least one tab must be visible.

http

POST /wp-json/fluent-boards/v2/tasks/task-tabs/config

Parameters

Parameter	Type	Required	Description
`tabs`	array	Yes	List of `{ name, label, visible, order }` objects. `name` is one of `due_today`, `assigned`, `upcoming`, `overdue`, `mentioned`, `completed`, `others`; `visible` is the string `"true"` or `"false"`

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/tasks/task-tabs/config" \
  -X POST \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "tabs": [
      { "name": "assigned", "label": "Assigned", "visible": "true", "order": 1 },
      { "name": "overdue", "label": "Overdue", "visible": "true", "order": 2 },
      { "name": "others", "label": "Others", "visible": "false", "order": 3 }
    ]
  }'

Example Response

json

{
  "message": "Configuration saved successfully",
  "config": [
    { "name": "assigned", "label": "Assigned", "visible": "true", "order": 1 },
    { "name": "overdue", "label": "Overdue", "visible": "true", "order": 2 },
    { "name": "others", "label": "Others", "visible": "false", "order": 3 }
  ]
}

Returns 400 "Invalid data format" or "At least one tab must be visible".

Global Search

Searches top-level tasks and boards by title. Boards and tasks are paginated separately: a section is only searched when its page parameter is sent.

http

GET /wp-json/fluent-boards/v2/global-search

Parameters

Parameter	Type	Required	Description
`query`	string	No	Search text. Prefix `id:` to match IDs, `archived:` to search archived tasks and boards
`scope`	string	No	`all` (default) or a board ID to search tasks of one board only (boards are not returned)
`task_page`	integer	No	Task page; omit to skip tasks
`board_page`	integer	No	Board page; omit to skip boards
`per_page`	integer	No	Page size for both sections, 1–100 (default 20)

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/global-search?query=login&task_page=1&board_page=1&per_page=10" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "tasks": {
    "data": [
      {
        "type": "task",
        "id": 85,
        "title": "Fix login bug",
        "description": "Users cannot log in on Safari",
        "board_id": 3,
        "board": { "id": 3, "title": "Website", "url": "https://yourdomain.com/wp-admin/admin.php?page=fluent-boards#/boards/3" },
        "stage": { "id": 25, "title": "Doing" }
      }
    ],
    "current_page": 1,
    "per_page": 10,
    "total": 1,
    "last_page": 1
  },
  "boards": {
    "data": [
      { "type": "board", "id": 9, "title": "Login revamp", "description": "" }
    ],
    "current_page": 1,
    "per_page": 10,
    "total": 1,
    "last_page": 1
  }
}

Tasks on archived boards are skipped from tasks.data (but still counted in tasks.total).

Get Selector Options

Returns options for searchable selector inputs.

http

GET /wp-json/fluent-boards/v2/ajax-options

Parameters

Parameter	Type	Required	Description
`option_key`	string	Yes	Which list to return (see below)
`search`	string	No	Search text
`board_id`	integer	Depends	Board context for `users`, `task_assignees`, `tasks`, `assigned_in_task`
`values`	array	No	Pre-selected values, passed to custom option filters

option_key values:

Key	Returns	Requirement
`users`, `task_assignees`	WordPress users (`users` adds `is_admin`)	Board manager of `board_id`
`board_create_users`	Users who can be added to a new board (emails masked without `list_users`)	Board creation permission
`boards`	Up to 20 of your boards	—
`tasks`	Up to 20 open top-level tasks of `board_id`, with `subtask_groups`	Access to `board_id`
`assigned_in_task`	Users assigned to tasks on `board_id` (emails masked without `list_users`)	Access to `board_id`
any other	Result of the `fluent_boards/ajax_options_{option_key}` filter	—

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/ajax-options?option_key=tasks&board_id=3&search=login" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "options": [
    { "id": 85, "title": "Fix login bug", "board_id": 3, "subtask_groups": [] }
  ]
}

User options have the shape { "id", "email", "name", "title", "photo" }; board options { "id", "title", "left_side_value", "right_side_value" }. Permission failures return 404 with a message.

Get View Settings

Returns the current user's display preferences for a view. Defaults are stored on first read.

http

GET /wp-json/fluent-boards/v2/get-dashboard-view-settings

Parameters

Parameter	Type	Required	Description
`view`	string	Yes	`kanbanview`, `listview` or `tableview`

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/get-dashboard-view-settings?view=kanbanview" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "currentSettings": {
    "dashboard_view_label": true,
    "dashboard_view_priority": true,
    "dashboard_view_assignee": true,
    "dashboard_view_subtask": true,
    "dashboard_view_attachment": true,
    "dashboard_view_due_date": true,
    "dashboard_view_comment": true,
    "dashboard_view_notification": true
  }
}

kanbanview and listview use the dashboard_view_* keys above. tableview uses table_view_priority, table_view_status, table_view_dates, table_view_assignees, table_view_labels, table_view_created_at, table_view_subtasks, table_view_activity. An unknown view returns 400 "Invalid view type".

Update View Settings

Replaces the current user's preferences for a view. Every value is stored as a boolean: true or "true" becomes true, anything else false. Send the full set of keys.

http

PUT /wp-json/fluent-boards/v2/update-dashboard-view-settings

Parameters

Parameter	Type	Required	Description
`view`	string	Yes	`listview`, `tableview`, or anything else for the card (kanban) view
`updatedSettings`	object	Yes	Key/value map of the view's settings

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/update-dashboard-view-settings" \
  -X PUT \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "view": "tableview",
    "updatedSettings": {
      "table_view_priority": true,
      "table_view_status": true,
      "table_view_dates": true,
      "table_view_assignees": true,
      "table_view_labels": false,
      "table_view_created_at": true,
      "table_view_subtasks": false,
      "table_view_activity": false
    }
  }'

Example Response (201)

json

{
  "message": "Table view settings updated successfully"
}

WARNING

The settings row must already exist. Call Get View Settings for the same view first; otherwise the update fails with a server error.

List Board CRM Contacts

Returns the FluentCRM contacts linked to tasks of a board, sorted by name. Requires access to the board and FluentCRM to be active.

http

GET /wp-json/fluent-boards/v2/contacts/{board_id}

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/contacts/3" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

[
  {
    "id": 42,
    "display_name": "Jane Smith",
    "email": "[email protected]",
    "photo": "https://secure.gravatar.com/avatar/abc?s=128&d=mm&r=g"
  }
]

The response is a plain array (empty when no task has a contact).

List Members for Pickers

Returns users for member pickers: members of one board, or of all your boards, plus all WordPress administrators. Sorted by name.

http

GET /wp-json/fluent-boards/v2/options/members

Parameters

Parameter	Type	Required	Description
`boardId`	integer	No	Limit to members of this board (you need access to it)

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/options/members?boardId=3" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "members": [
    { "ID": 1, "display_name": "John Doe", "photo": "https://secure.gravatar.com/avatar/abc?s=96&d=mm&r=g" },
    { "ID": 5, "display_name": "Jane Smith", "photo": "https://secure.gravatar.com/avatar/def?s=96&d=mm&r=g" }
  ]
}

List Boards for Pickers

Returns every board you can access (id, title, type), sorted by title.

http

GET /wp-json/fluent-boards/v2/options/projects

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/options/projects" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "boards": [
    { "id": 7, "title": "Product Roadmap", "type": "roadmap" },
    { "id": 3, "title": "Website", "type": "to-do" }
  ]
}

See Common Error Responses for standard error formats.

Dashboard & Global Utilities ​

Endpoints ​

Get Dashboard Tasks ​

Get CRM Contact Tasks ​

Get a Task's Stage ​

List Boards by Type ​

Get Task Tab Configuration ​

Save Task Tab Configuration ​

Global Search ​

Get Selector Options ​

Get View Settings ​

Update View Settings ​

List Board CRM Contacts ​

List Members for Pickers ​

List Boards for Pickers ​

Dashboard & Global Utilities

Endpoints

Get Dashboard Tasks

Get CRM Contact Tasks

Get a Task's Stage

List Boards by Type

Get Task Tab Configuration

Save Task Tab Configuration

Global Search

Get Selector Options

Get View Settings

Update View Settings

List Board CRM Contacts

List Members for Pickers

List Boards for Pickers