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":"a4e8acef-6394-4fbd-a22c-ea4a686a8dfb","task_status_uuid":"ce32b36f-7edc-4e2b-b066-07506a412fa8","parent_task_uuid":"604e632f-8e38-4a6e-993a-bacfcf333853","assigned_to_uuids":["713d84cb-e9c0-4d87-8e0c-a4466d6caccc","a40a2121-0d97-405a-8870-d5b1e44e764a"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["bfd30c2c-5745-4ac3-a5e1-c2d7a31bb598","e84a461b-972a-4584-9b81-f124233c19f0"]}'
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": "a4e8acef-6394-4fbd-a22c-ea4a686a8dfb",
"task_status_uuid": "ce32b36f-7edc-4e2b-b066-07506a412fa8",
"parent_task_uuid": "604e632f-8e38-4a6e-993a-bacfcf333853",
"assigned_to_uuids": [
"713d84cb-e9c0-4d87-8e0c-a4466d6caccc",
"a40a2121-0d97-405a-8870-d5b1e44e764a"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"bfd30c2c-5745-4ac3-a5e1-c2d7a31bb598",
"e84a461b-972a-4584-9b81-f124233c19f0"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "3c92ea2a-004b-4e78-99af-6e27c901614b",
"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": "fa1604b3-0880-4e75-8e78-0f9599d582b9",
"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": "2025-07-17T16:23:21+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": "2025-07-17T16:23:21+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": "1f00604c-9917-4658-bec8-58d183bc6f71",
"colour": "#398898",
"position": 1,
"created_at": "2025-07-17T16:23:21+01:00",
"updated_at": "2025-07-17T16:23:21+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": "b7897180-a811-4471-8160-0ba0a47f83d3",
"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": "2025-07-17T16:23:21+01:00",
"created_at": "2025-07-17T16:23:21+01:00",
"updated_at": "2025-07-17T16:23:21+01:00",
"group_uuids": [
"9fc855d3-1f49-406e-b436-2e8d1ff2e3d5"
],
"completed_at": "2025-07-17T16:23:21+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "1732b16c-b655-4d31-8933-9d898f5ee510",
"assigned_to_uuids": [
"3d0704a0-660e-4a36-98f2-55f8199ade0d"
],
"participants_count": 4
},
"created_at": "2025-07-17T16:23:21+01:00",
"updated_at": "2025-07-17T16:23:21+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": "c854b2af-bf15-497d-b336-bebd5460490f",
"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": "2025-07-17T16:23:21+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": "2025-07-17T16:23:21+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": "65b98c0a-9bf0-417f-9350-385d346e66a7",
"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": "2025-07-17T16:23:21+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": "2025-07-17T16:23:21+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": "b5944c74-d55d-46ee-945b-647d330e9481",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-07-17T16:23:21+01:00",
"updated_at": "2025-07-17T16:23:21+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}