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":"f4d933f0-b20c-4124-9508-8596a8920f9f","task_status_uuid":"2ab91a06-d4a8-46a6-a362-8305504c0e85","parent_task_uuid":"79da77c7-6ddf-4056-b2be-8dc1aa2fc960","assigned_to_uuids":["54d508d8-a40c-4d9a-8add-e49a17d19163","8b6ad49f-d83b-475e-95fd-eff513bc80f4"],"custom_fields":[{"favourite_pet":"Dog"}],"group_uuids":["3b847e4d-47a4-4f95-ad3f-8da7706b5c29","d505f9fa-5a1a-414a-84d0-f93aa16bb3e7"]}'
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": "f4d933f0-b20c-4124-9508-8596a8920f9f",
"task_status_uuid": "2ab91a06-d4a8-46a6-a362-8305504c0e85",
"parent_task_uuid": "79da77c7-6ddf-4056-b2be-8dc1aa2fc960",
"assigned_to_uuids": [
"54d508d8-a40c-4d9a-8add-e49a17d19163",
"8b6ad49f-d83b-475e-95fd-eff513bc80f4"
],
"custom_fields": [
{
"favourite_pet": "Dog"
}
],
"group_uuids": [
"3b847e4d-47a4-4f95-ad3f-8da7706b5c29",
"d505f9fa-5a1a-414a-84d0-f93aa16bb3e7"
]
}
Response examples (200)
{
"name": "Document the transaction",
"uuid": "a30b0589-2edb-4620-8ac3-cb5749944493",
"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": "c66befa1-9343-4e84-a422-2c032490aefa",
"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": "2025-06-25T15:10:43+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": "2025-06-25T15:10:43+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": "52a3cba4-4714-45d4-a659-097d93adfb39",
"colour": "#398898",
"position": 1,
"created_at": "2025-06-25T15:10:43+01:00",
"updated_at": "2025-06-25T15:10:43+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": "71bedc64-3535-4dc6-8307-72233fdc1865",
"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": "2025-06-25T15:10:43+01:00",
"created_at": "2025-06-25T15:10:43+01:00",
"updated_at": "2025-06-25T15:10:43+01:00",
"group_uuids": [
"b2654c8e-508e-49f0-832a-f6645949aa12"
],
"completed_at": "2025-06-25T15:10:43+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "2146e6f7-7443-42e6-9ca2-d1ee692d7bc4",
"assigned_to_uuids": [
"a3977738-6d65-47a9-a2f3-228e604d5d1a"
],
"participants_count": 4
},
"created_at": "2025-06-25T15:10:43+01:00",
"updated_at": "2025-06-25T15:10:43+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": "4f8cdf8e-03dc-4371-a99e-3ef11ad38a87",
"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": "2025-06-25T15:10:43+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": "2025-06-25T15:10:43+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": "54dd037e-a7f9-4abe-87b9-5fc2b89c05fe",
"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": "2025-06-25T15:10:43+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": "2025-06-25T15:10:43+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": "d2298593-aef5-4d92-acaa-1647b4063206",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-06-25T15:10:43+01:00",
"updated_at": "2025-06-25T15:10:43+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"taskable_type": "case"
}