Body
Required
-
The name of the task
-
The description of the task
-
The task's priority. Available options: low, medium, high and highest
-
The task due date
-
The taskable type. Available Options: client, case, plan
-
The taskable UUID
-
The task status UUID
-
The parent task UUID
-
Array of account UUIDs
-
Additional custom fields
-
UUIDs of groups that will be assigned when the task is created.
POST
/api/v1/task
curl \
--request POST 'https://api.plannrcrm.com/api/v1/task' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: 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":"ce33a43a-597b-48fd-87fe-57e7a487ddc7","task_status_uuid":"f4aa41af-0f17-40b7-8e95-3a70cb606218","parent_task_uuid":"90079070-1e85-4aa9-910b-e5799aaa2477","assigned_to_uuids":["c8ba7380-9f84-4921-98a8-31dded2faa24","eb91790f-ce2c-4bf1-a165-d437c298782e"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["5143240d-43ad-409d-bbb4-a0a41484d0cc","e1ba4bb5-08ec-4b84-a296-7561e13a3792"]}'
Request examples
# Headers
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": "ce33a43a-597b-48fd-87fe-57e7a487ddc7",
"task_status_uuid": "f4aa41af-0f17-40b7-8e95-3a70cb606218",
"parent_task_uuid": "90079070-1e85-4aa9-910b-e5799aaa2477",
"assigned_to_uuids": [
"c8ba7380-9f84-4921-98a8-31dded2faa24",
"eb91790f-ce2c-4bf1-a165-d437c298782e"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"5143240d-43ad-409d-bbb4-a0a41484d0cc",
"e1ba4bb5-08ec-4b84-a296-7561e13a3792"
]
}
Response examples (201)
{
"name": "Document the transaction",
"uuid": "2795e15a-6fad-49a6-bef4-9cf8b71e9e84",
"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": "9505a941-b3a9-47ee-8a53-3879064011bc",
"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": "2025-10-08T10:40:15+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": "2025-10-08T10:40:15+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": "ba58af29-7ea6-47af-964f-1563c5cef0b5",
"colour": "#398898",
"position": 1,
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+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": "089e6501-aaea-4467-8cc3-4db7eab1e257",
"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": "2025-10-08T10:40:15+01:00",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"group_uuids": [
"1ff54eba-adcc-4f3c-a085-ce6c13ffad4c"
],
"completed_at": "2025-10-08T10:40:15+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "6840df6d-75fd-40dd-a658-aa996b0c6be1",
"assigned_to_uuids": [
"2ff15f72-b7a3-4672-b451-60ae01144707"
],
"participants_count": 4
},
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+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": "41c92584-7e50-4e81-9726-7faea6f165f0",
"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": "2025-10-08T10:40:15+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": "2025-10-08T10:40:15+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": "a729660e-248d-446b-bb3e-4250217a448a",
"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": "2025-10-08T10:40:15+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": "2025-10-08T10:40:15+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": "c5e98037-514b-4305-96b2-10d110270a29",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}