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":"fafcbb01-25d7-4edf-bd43-ac3a1c1f57c7","task_status_uuid":"21f9e59a-e44b-4313-9fbb-c7ba6038c072","parent_task_uuid":"1a46c776-dbea-4431-8c37-b41507f8a768","assigned_to_uuids":["b1c8154b-5ec4-44e1-8018-cccf111d0ba9","b2ba6303-b955-45d5-aaa6-2ece1a850067"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["828fdddd-e50e-4930-8ea0-f2eae03addb3","69e048b3-6ac3-4ab2-a41c-08a6391768b5"]}'
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": "fafcbb01-25d7-4edf-bd43-ac3a1c1f57c7",
"task_status_uuid": "21f9e59a-e44b-4313-9fbb-c7ba6038c072",
"parent_task_uuid": "1a46c776-dbea-4431-8c37-b41507f8a768",
"assigned_to_uuids": [
"b1c8154b-5ec4-44e1-8018-cccf111d0ba9",
"b2ba6303-b955-45d5-aaa6-2ece1a850067"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"828fdddd-e50e-4930-8ea0-f2eae03addb3",
"69e048b3-6ac3-4ab2-a41c-08a6391768b5"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "a8bd5fbe-0d9a-465c-8b67-460c45510e6a",
"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": "7bb3875d-91c2-47f2-b374-b25b737c6bb0",
"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": "2025-08-07T13:41:42+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": "2025-08-07T13:41:42+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": "70b7dba4-e16f-4150-b586-a4e446fbb5cd",
"colour": "#398898",
"position": 1,
"created_at": "2025-08-07T13:41:42+01:00",
"updated_at": "2025-08-07T13:41:42+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": "29b5efcb-9c36-4fc4-a6c7-8f0c5eb95aa6",
"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": "2025-08-07T13:41:42+01:00",
"created_at": "2025-08-07T13:41:42+01:00",
"updated_at": "2025-08-07T13:41:42+01:00",
"group_uuids": [
"308381be-f34a-4616-b38b-a54eff552fa3"
],
"completed_at": "2025-08-07T13:41:42+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "a697bb41-e3d8-4cf2-b2d3-978ddc86c53a",
"assigned_to_uuids": [
"2c4f4782-be89-4ea0-97f7-5f7299e09142"
],
"participants_count": 4
},
"created_at": "2025-08-07T13:41:42+01:00",
"updated_at": "2025-08-07T13:41:42+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": "3e1dc2f0-e60e-46ea-9424-b5d59cc5c879",
"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": "2025-08-07T13:41:42+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": "2025-08-07T13:41:42+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": "942fa25d-f587-4cd4-b080-56ee8b083599",
"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": "2025-08-07T13:41:42+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": "2025-08-07T13:41:42+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": "a3eb9fc2-636d-448e-b9ba-07600e7a65a2",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-08-07T13:41:42+01:00",
"updated_at": "2025-08-07T13:41:42+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}