Body
-
The name of the task
-
The description of the task
-
The task's priority. Available options: low, medium, high and highest
Value Description low Low medium Medium high High highest Highest Values are
low,medium,high, orhighest. -
The task due date
-
The taskable type. Available Options: client, case, plan
Values are
client,case, orplan. -
The taskable UUID
-
The task status UUID
-
The parent task UUID
-
Array of account UUIDs
-
Additional custom fields
Additional properties are allowed.
-
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":"2026-02-13","taskable_type":"client","taskable_uuid":"6331c2d2-ed4c-4f5b-bc73-dd2251551924","task_status_uuid":"fee85d08-b799-4cd2-a234-5a21dffcfc4d","parent_task_uuid":"ea372826-8440-49ea-a15d-66bf3f2934c3","assigned_to_uuids":["abd2bef5-449b-4975-9cc0-3ab0e9822528","4747d3ee-d433-47ba-b9cf-9d0d20cb3f65","6014555f-deed-4799-a753-5107ae7cb0f6"],"custom_fields":{"favourite_pet":"Dog"},"group_uuids":["b03109d3-61a9-4b73-9a3b-e3fb7cb3ec54","10a8b836-ca99-428b-9d3b-ca927104c697","a998f021-ad66-4e65-92ca-6917ce9a7f93"]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Check details",
"description": "Check details",
"priority": "low",
"due_at": "2026-02-13",
"taskable_type": "client",
"taskable_uuid": "6331c2d2-ed4c-4f5b-bc73-dd2251551924",
"task_status_uuid": "fee85d08-b799-4cd2-a234-5a21dffcfc4d",
"parent_task_uuid": "ea372826-8440-49ea-a15d-66bf3f2934c3",
"assigned_to_uuids": [
"abd2bef5-449b-4975-9cc0-3ab0e9822528",
"4747d3ee-d433-47ba-b9cf-9d0d20cb3f65",
"6014555f-deed-4799-a753-5107ae7cb0f6"
],
"custom_fields": {
"favourite_pet": "Dog"
},
"group_uuids": [
"b03109d3-61a9-4b73-9a3b-e3fb7cb3ec54",
"10a8b836-ca99-428b-9d3b-ca927104c697",
"a998f021-ad66-4e65-92ca-6917ce9a7f93"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "47acacb1-f61f-490e-8c2d-0bd83aa10646",
"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": "e3095d19-40c7-4d81-9d96-51050f686169",
"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": "2026-02-06T09:09:44+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": "2026-02-06T09:09:44+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": "3c17661f-eea9-4fc1-b901-2ba36dd8948e",
"colour": "#398898",
"position": 1,
"created_at": "2026-02-06T09:09:44+00:00",
"updated_at": "2026-02-06T09:09:44+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": "ec8ce17e-c652-40ca-aea9-f0d0ec6037e5",
"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": "2026-02-06T09:09:44+00:00",
"created_at": "2026-02-06T09:09:44+00:00",
"updated_at": "2026-02-06T09:09:44+00:00",
"group_uuids": [
"d366a509-3744-44c8-bd80-3abb27aa595e"
],
"completed_at": "2026-02-06T09:09:44+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "add6c5c5-65a4-4b32-9bd0-4f7f6b8b2ed3",
"assigned_to_uuids": [
"1efac2f3-22e5-458f-b48f-0d2b03f57351"
],
"participants_count": 4
},
"created_at": "2026-02-06T09:09:44+00:00",
"updated_at": "2026-02-06T09:09:44+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": "ac2d85e3-2c42-46b6-95bf-f18e49aef184",
"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": "2026-02-06T09:09:44+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": "2026-02-06T09:09:44+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": "9e5df9e3-857e-496d-abe6-1f73f538bf76",
"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": "2026-02-06T09:09:44+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": "2026-02-06T09:09:44+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": "662002b8-7c44-481e-abe1-85d10a41aaad",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2026-02-06T09:09:44+00:00",
"updated_at": "2026-02-06T09:09:44+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}