Create a checklist on a task Run in API Explorer
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POST
/api/v1/task/{task_uuid}/checklists
curl \
--request POST 'https://api.plannrcrm.com/api/v1/task/6ff8f7f6-1eb3-3525-be4a-3932c805afed/checklists' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"name":"Pre-meeting checks"}'
Request examples
{
"name": "Pre-meeting checks"
}
Response examples (200)
{
"uuid": "2cd835f2-2cb9-4ad5-a17b-bc0085e1de86",
"created_at": "2026-08-03T11:21:29+01:00",
"updated_at": "2026-08-03T11:21:29+01:00",
"name": "Pre-meeting checks",
"order": 0,
"items": [
{
"uuid": "c2e0953d-e3a7-4734-90bb-4ef6110823d7",
"created_at": "2026-08-03T11:21:29+01:00",
"updated_at": "2026-08-03T11:21:29+01:00",
"name": "Send calendar invite",
"is_checked": false,
"checked_at": "2021-01-01 00:00:00",
"checked_by": {
"uuid": "b6d5bd82-90b9-4a6b-8758-4f2cfdd2757e",
"created_at": "2026-08-03T11:21:35+01:00",
"updated_at": "2026-08-03T11:21:35+01:00",
"type": "client",
"role": "client",
"first_name": "Gareth",
"last_name": "Thompson",
"name": "Gareth Thompson",
"email": "gareth@codepotato.co.uk",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"first_contact_date": "2026-08-03T11:21:35+01:00",
"next_review_date": "2026-08-03T11:21:35+01:00",
"previous_review_date": "2026-08-03T11:21:35+01:00",
"anniversary_review_date": "2026-08-03T11:21:35+01:00",
"terms_of_business_at": "2026-08-03T11:21:35+01:00",
"client_agreement_at": "2026-08-03T11:21:35+01:00",
"with_login": true,
"has_joint_account": true,
"can_be_deleted": "false",
"ownership_percentage": 100.0,
"inactive_at": "2026-08-03",
"last_interaction_at": "2026-08-03 11:21:35",
"referral_code": "ABC12345",
"is_out_of_office": true,
"out_of_office_from": "2026-08-03T11:21:35+01:00",
"out_of_office_until": "2026-08-03T11:21:35+01:00",
"out_of_office_message": "I am away this week. For urgent matters please contact the office.",
"permissions": {
"firm:read": [
"firm"
],
"network:read": [
"network:uuid"
]
}
},
"order": 0
}
]
}
Response examples (422)
{
"message": "The given data was invalid.",
"errors": {
"field": [
"The field is invalid."
]
}
}