Body
-
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 updated.
PUT
/api/v1/task/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/task/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--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":"cadb3271-ef81-44ff-92b3-0fcbd157f079","task_status_uuid":"a3fcaf66-2086-4479-9fb7-2e428c1dcb0c","parent_task_uuid":"45a8b44b-1fc3-4a91-bef4-75b5a3137104","assigned_to_uuids":["f9d8e2cd-d67e-4d17-8bd7-fa82fbf96e02","000f7323-15cc-45ac-90f7-d799ded46f25"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["97a974b8-2ef7-4055-b1aa-f29642706b98","85bcb064-f5c2-4f6d-84b5-a85655dd188c"]}'
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": "cadb3271-ef81-44ff-92b3-0fcbd157f079",
"task_status_uuid": "a3fcaf66-2086-4479-9fb7-2e428c1dcb0c",
"parent_task_uuid": "45a8b44b-1fc3-4a91-bef4-75b5a3137104",
"assigned_to_uuids": [
"f9d8e2cd-d67e-4d17-8bd7-fa82fbf96e02",
"000f7323-15cc-45ac-90f7-d799ded46f25"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"97a974b8-2ef7-4055-b1aa-f29642706b98",
"85bcb064-f5c2-4f6d-84b5-a85655dd188c"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "ed343891-7d25-4bf8-82f1-7b9ae1133872",
"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": "c31d4a01-23f1-4a9a-8944-bdc0474ea047",
"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": "2025-12-04T22:09:16+00:00",
"collection": false,
"description": "The timestamp of when the resource was created."
},
"first_name": {
"example": "Gareth",
"collection": false,
"description": "First name"
},
"updated_at": {
"example": "2025-12-04T22:09:16+00:00",
"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": "f5f3b27d-5aac-46dd-9c02-ff18716bf22d",
"colour": "#398898",
"position": 1,
"created_at": "2025-12-04T22:09:16+00:00",
"updated_at": "2025-12-04T22:09:16+00:00",
"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": "b4d64506-22de-4e8c-bdc1-45b4426c5c75",
"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": "2025-12-04T22:09:16+00:00",
"created_at": "2025-12-04T22:09:16+00:00",
"updated_at": "2025-12-04T22:09:16+00:00",
"group_uuids": [
"e00084e2-61b6-4d82-8a4c-adf614f4aa40"
],
"completed_at": "2025-12-04T22:09:16+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "df58bfcd-8da7-43b7-9ca5-227642c8370e",
"assigned_to_uuids": [
"25680d95-cac8-465e-8bf5-2bf9d1272185"
],
"participants_count": 4
},
"created_at": "2025-12-04T22:09:16+00:00",
"updated_at": "2025-12-04T22:09:16+00:00",
"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": "d3cd02f3-4428-4d6d-aff2-82e645313172",
"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": "2025-12-04T22:09:16+00:00",
"collection": false,
"description": "The timestamp of when the resource was created."
},
"first_name": {
"example": "Gareth",
"collection": false,
"description": "First name"
},
"updated_at": {
"example": "2025-12-04T22:09:16+00:00",
"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": "71a2e736-596a-4e6f-82c0-3e2827902288",
"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": "2025-12-04T22:09:16+00:00",
"collection": false,
"description": "The timestamp of when the resource was created."
},
"first_name": {
"example": "Gareth",
"collection": false,
"description": "First name"
},
"updated_at": {
"example": "2025-12-04T22:09:16+00:00",
"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": "76c789f6-4dc9-4c26-a044-ed8bc4ef3801",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-12-04T22:09:16+00:00",
"updated_at": "2025-12-04T22:09:16+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}