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":"2026-01-23","taskable_type":"client","taskable_uuid":"e3508320-85ff-4e60-ab3d-2a7dd47399d3","task_status_uuid":"a75e31f8-fbc3-40ac-9258-cb1aa20d899b","parent_task_uuid":"24cde172-5c1f-435e-b9b1-6b63187d5133","assigned_to_uuids":["371efe63-c4c8-4812-9bf1-37a1aeee72a1","67460298-1c8e-4352-8360-07674b8877bb","b71f16cf-82bc-4397-b98a-9b9d3a00747f"],"custom_fields":{"favourite_pet":"Dog"},"group_uuids":["4096bebb-9059-4ed8-bc8c-ad2c9a78e3f5","1f9be675-b396-4108-892f-5a8343b3417c","c8f0ee34-ecaf-474b-9274-55332de8dcd8"]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Check details",
"description": "Check details",
"priority": "low",
"due_at": "2026-01-23",
"taskable_type": "client",
"taskable_uuid": "e3508320-85ff-4e60-ab3d-2a7dd47399d3",
"task_status_uuid": "a75e31f8-fbc3-40ac-9258-cb1aa20d899b",
"parent_task_uuid": "24cde172-5c1f-435e-b9b1-6b63187d5133",
"assigned_to_uuids": [
"371efe63-c4c8-4812-9bf1-37a1aeee72a1",
"67460298-1c8e-4352-8360-07674b8877bb",
"b71f16cf-82bc-4397-b98a-9b9d3a00747f"
],
"custom_fields": {
"favourite_pet": "Dog"
},
"group_uuids": [
"4096bebb-9059-4ed8-bc8c-ad2c9a78e3f5",
"1f9be675-b396-4108-892f-5a8343b3417c",
"c8f0ee34-ecaf-474b-9274-55332de8dcd8"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "df0cb72a-9060-4293-bd5a-a5aab3c755c3",
"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": "f2a1b892-cd32-45c9-9a6f-604b6755d8c4",
"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": "2026-01-16T13:10:22+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": "2026-01-16T13:10:22+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": "215010fb-a017-4c3b-b577-2ab72ac5bdde",
"colour": "#398898",
"position": 1,
"created_at": "2026-01-16T13:10:22+00:00",
"updated_at": "2026-01-16T13:10:22+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": "301f7081-9fc2-4274-8975-fa926080b5b5",
"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": "2026-01-16T13:10:22+00:00",
"created_at": "2026-01-16T13:10:22+00:00",
"updated_at": "2026-01-16T13:10:22+00:00",
"group_uuids": [
"08b74884-40f3-4290-bf6a-07a777ef2d01"
],
"completed_at": "2026-01-16T13:10:22+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "2a8e4720-5a6d-43bb-a131-72b97f58ff55",
"assigned_to_uuids": [
"1591fde6-8d7c-45a1-9663-4dbb685f3762"
],
"participants_count": 4
},
"created_at": "2026-01-16T13:10:22+00:00",
"updated_at": "2026-01-16T13:10:22+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": "cd1faffe-b5e9-4fed-8f28-51c1275412cd",
"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": "2026-01-16T13:10:22+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": "2026-01-16T13:10:22+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": "774c4fe8-329c-4cba-b0f9-70f16d0af32b",
"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": "2026-01-16T13:10:22+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": "2026-01-16T13:10:22+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": "c8691ce4-d282-48bd-ba72-c9b307701445",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2026-01-16T13:10:22+00:00",
"updated_at": "2026-01-16T13:10:22+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}