Create a task

POST /api/v1/task
Personal access token & O auth2

Headers

application/json

Body Required

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      The name of the task

    • description string

      The description of the task

    • priority string

      The priority of the task. Available Options: low, medium, high and highest

    • position integer

      The position of the task

    • due_at string

      The due date of the task

    • status object

      The status of the task. Can be any of the task statuses defined in the firm's settings

    • taskable_type string

      The type of the taskable. Available options: client, case, plan

    • taskable object

      The type of the taskable.

    • author object

      The account that created the task

    • assigned_to object

      The accounts that the task is assigned to

    • completed_at string

      The date the task was completed

    • completed_by object

      The account that completed the task

    • custom_fields array[object]

      Any custom fields on the model.
POST /api/v1/task 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/task' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Check details","description":"Check details","priority":"low","due_at":"2020-01-01 00:00:00","taskable_type":"plan","taskable_uuid":"99094d79-6301-48ff-b9cf-8960ad78bb25","task_status_uuid":"110eac9a-9d75-4f4e-9df2-73158d196425","parent_task_uuid":"cf9ae6f2-f219-4eaf-a34a-bdbe46a59490","assigned_to_uuids":["72dfac28-e353-4161-abae-c0ce390bb1ab","39e01f98-6a48-4acd-bf0c-b0f3490d296b"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["867a2cff-f55d-4160-82de-fce5f58bb21b","b6f74ae4-e6e5-4661-b9c4-b465582c516a"]}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Check details",
  "description": "Check details",
  "priority": "low",
  "due_at": "2020-01-01 00:00:00",
  "taskable_type": "plan",
  "taskable_uuid": "99094d79-6301-48ff-b9cf-8960ad78bb25",
  "task_status_uuid": "110eac9a-9d75-4f4e-9df2-73158d196425",
  "parent_task_uuid": "cf9ae6f2-f219-4eaf-a34a-bdbe46a59490",
  "assigned_to_uuids": [
    "72dfac28-e353-4161-abae-c0ce390bb1ab",
    "39e01f98-6a48-4acd-bf0c-b0f3490d296b"
  ],
  "custom_fields": [
    {
      "favourite_pet": "Dog"
    }
  ],
  "group_uuids": [
    "867a2cff-f55d-4160-82de-fce5f58bb21b",
    "b6f74ae4-e6e5-4661-b9c4-b465582c516a"
  ]
}
Response examples (201) 
{
  "name": "Document the transaction",
  "uuid": "1d735169-9dd2-4066-a37e-72dc8cc2faa2",
  "author": {
    "name": {
      "example": "Gareth Thompson",
      "collection": false,
      "description": "Name"
    },
    "role": {
      "example": "client",
      "collection": false,
      "description": "Account role"
    },
    "type": {
      "example": "client",
      "collection": false,
      "description": "Account type"
    },
    "uuid": {
      "example": "f2780692-b743-412a-9452-5a0510709b14",
      "collection": false,
      "description": "The UUID of the resource."
    },
    "email": {
      "example": "gareth@codepotato.co.uk",
      "collection": false,
      "description": "(Deprecated - Please use the primary email of the account instead). The email of the account."
    },
    "last_name": {
      "example": "Thompson",
      "collection": false,
      "description": "Last name"
    },
    "photo_url": {
      "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "collection": false,
      "description": "The photo URL of the client"
    },
    "created_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was created."
    },
    "first_name": {
      "example": "Gareth",
      "collection": false,
      "description": "First name"
    },
    "updated_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was updated."
    },
    "external_references": {
      "example": "App\\Http\\Resources\\ExternalReferenceResource",
      "collection": true,
      "description": "The external references that have been added to the client."
    }
  },
  "due_at": "2021-01-01 00:00:00",
  "status": {
    "name": "Incomplete",
    "uuid": "291ee764-9e21-4bab-bbd1-c9555472f46b",
    "colour": "#398898",
    "position": 1,
    "created_at": "2025-06-05T11:39:40+01:00",
    "updated_at": "2025-06-05T11:39:40+01:00",
    "is_archived": false,
    "is_not_started": false,
    "is_type_completed": false
  },
  "position": 1,
  "priority": "high",
  "taskable": {
    "name": "finance",
    "slug": "finance",
    "type": "App\\Http\\Resources\\CasesTypeResource",
    "uuid": "16708860-4c1e-4a4a-b5c5-c7394f55574f",
    "plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "status": "App\\Http\\Resources\\CasesStatusResource",
    "review_at": "2025-06-05T11:39:40+01:00",
    "created_at": "2025-06-05T11:39:40+01:00",
    "updated_at": "2025-06-05T11:39:40+01:00",
    "group_uuids": [
      "6339dbad-ac56-4f2b-baa2-ac00384b3fb1"
    ],
    "completed_at": "2025-06-05T11:39:40+01:00",
    "participants": "App\\Http\\Resources\\AccountResource",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "status_position": 4,
    "task_board_uuid": "8f2690c8-aa56-4cd6-810e-2607b5e90b5f",
    "assigned_to_uuids": [
      "f03a725b-a7a0-442b-a921-f4b77d7f34a3"
    ],
    "participants_count": 4
  },
  "created_at": "2025-06-05T11:39:40+01:00",
  "updated_at": "2025-06-05T11:39:40+01:00",
  "assigned_to": {
    "name": {
      "example": "Gareth Thompson",
      "collection": false,
      "description": "Name"
    },
    "role": {
      "example": "client",
      "collection": false,
      "description": "Account role"
    },
    "type": {
      "example": "client",
      "collection": false,
      "description": "Account type"
    },
    "uuid": {
      "example": "447e17b9-8464-4539-87d7-7b2dcf2227ed",
      "collection": false,
      "description": "The UUID of the resource."
    },
    "email": {
      "example": "gareth@codepotato.co.uk",
      "collection": false,
      "description": "(Deprecated - Please use the primary email of the account instead). The email of the account."
    },
    "last_name": {
      "example": "Thompson",
      "collection": false,
      "description": "Last name"
    },
    "photo_url": {
      "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "collection": false,
      "description": "The photo URL of the client"
    },
    "created_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was created."
    },
    "first_name": {
      "example": "Gareth",
      "collection": false,
      "description": "First name"
    },
    "updated_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was updated."
    },
    "external_references": {
      "example": "App\\Http\\Resources\\ExternalReferenceResource",
      "collection": true,
      "description": "The external references that have been added to the client."
    }
  },
  "description": "Document the transaction",
  "completed_at": "2021-01-01 00:00:00",
  "completed_by": {
    "name": {
      "example": "Gareth Thompson",
      "collection": false,
      "description": "Name"
    },
    "role": {
      "example": "client",
      "collection": false,
      "description": "Account role"
    },
    "type": {
      "example": "client",
      "collection": false,
      "description": "Account type"
    },
    "uuid": {
      "example": "294cb65e-3a46-4df5-b404-506bc2863970",
      "collection": false,
      "description": "The UUID of the resource."
    },
    "email": {
      "example": "gareth@codepotato.co.uk",
      "collection": false,
      "description": "(Deprecated - Please use the primary email of the account instead). The email of the account."
    },
    "last_name": {
      "example": "Thompson",
      "collection": false,
      "description": "Last name"
    },
    "photo_url": {
      "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "collection": false,
      "description": "The photo URL of the client"
    },
    "created_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was created."
    },
    "first_name": {
      "example": "Gareth",
      "collection": false,
      "description": "First name"
    },
    "updated_at": {
      "example": "2025-06-05T11:39:40+01:00",
      "collection": false,
      "description": "The timestamp of when the resource was updated."
    },
    "external_references": {
      "example": "App\\Http\\Resources\\ExternalReferenceResource",
      "collection": true,
      "description": "The external references that have been added to the client."
    }
  },
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "a1597c7a-6d30-4a8b-a71a-b1a7fb9943c8",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-06-05T11:39:40+01:00",
      "updated_at": "2025-06-05T11:39:40+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "taskable_type": "case"
}