Create a checklist on a workflow task | PlannrCRM API documentation

Create a checklist on a workflow task Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists

Personal access token & O auth2

Path parameters

workflow_uuid string Required
workflowTask_uuid string Required
workflowTask string Required

The UUID of the workflow task.

application/json

Body

name string Required

The name of the checklist.

Responses

200 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 checklist.
- order integer
  
  The display order of the checklist.
- items array[object]
  
  The items within this checklist.
  
  Hide items attributes Show items attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  is_checked boolean
  
  checked_at string
  
  checked_by string
  
  order integer

POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/workflow/6ff8f7f6-1eb3-3525-be4a-3932c805afed/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": "344fd857-f6c0-4ad1-8984-816255f3db15",
  "created_at": "2026-06-24T11:04:25+01:00",
  "updated_at": "2026-06-24T11:04:25+01:00",
  "name": "Pre-meeting checks",
  "order": 0,
  "items": [
    {
      "uuid": "11b1a914-3068-4993-b714-5c801c78c70f",
      "created_at": "2026-06-24T11:04:25+01:00",
      "updated_at": "2026-06-24T11:04:25+01:00",
      "name": "Send calendar invite",
      "is_checked": false,
      "checked_at": "2021-01-01 00:00:00",
      "checked_by": "App\\Http\\Resources\\AccountResource",
      "order": 0
    }
  ]
}