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":"1b42280e-540a-43c6-aa97-028552bbcb25","task_status_uuid":"3166ebc7-2863-4f94-90a1-01252ac093e8","parent_task_uuid":"15132266-dc53-472c-b425-0d79a2e5eacd","assigned_to_uuids":["dee81717-95e1-4141-9909-f75d30e0594a","a380b97b-36c9-42f6-aeed-7b9f0d6832cd"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["7c678e3d-3b3d-4cf9-bd42-1f29a10760b7","5c4705bb-f88c-4a37-9973-ed8a660fc6bb"]}'
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": "1b42280e-540a-43c6-aa97-028552bbcb25",
"task_status_uuid": "3166ebc7-2863-4f94-90a1-01252ac093e8",
"parent_task_uuid": "15132266-dc53-472c-b425-0d79a2e5eacd",
"assigned_to_uuids": [
"dee81717-95e1-4141-9909-f75d30e0594a",
"a380b97b-36c9-42f6-aeed-7b9f0d6832cd"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"7c678e3d-3b3d-4cf9-bd42-1f29a10760b7",
"5c4705bb-f88c-4a37-9973-ed8a660fc6bb"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "accb5e7e-e908-40fc-86b5-f223f759f7d2",
"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": "1a9bef2b-8018-4157-9ae1-d98f2abd1139",
"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": "2025-09-17T15:46:52+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": "2025-09-17T15:46:52+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": "bbcb2189-21d7-4e58-9a10-012ee22aaf39",
"colour": "#398898",
"position": 1,
"created_at": "2025-09-17T15:46:52+01:00",
"updated_at": "2025-09-17T15:46:52+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": "841b6311-d6d4-4b03-a117-49818de0e2f9",
"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": "2025-09-17T15:46:52+01:00",
"created_at": "2025-09-17T15:46:52+01:00",
"updated_at": "2025-09-17T15:46:52+01:00",
"group_uuids": [
"93f2f129-75d3-4549-bc57-4c7e5f06f74d"
],
"completed_at": "2025-09-17T15:46:52+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "572802ce-657e-4454-838a-bab349050650",
"assigned_to_uuids": [
"840ac660-1958-447b-8ca4-d5e62d70d515"
],
"participants_count": 4
},
"created_at": "2025-09-17T15:46:52+01:00",
"updated_at": "2025-09-17T15:46:52+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": "38fe5cbe-56e5-44f2-8818-319bcee64c1b",
"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": "2025-09-17T15:46:52+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": "2025-09-17T15:46:52+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": "6bf61c3e-985e-4b13-8fd0-40b55ce9e9d5",
"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": "2025-09-17T15:46:52+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": "2025-09-17T15:46:52+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": "c393c2f7-758a-4a54-812e-526757765a2e",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-09-17T15:46:52+01:00",
"updated_at": "2025-09-17T15:46:52+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}