Planfix API task.add

This feature lets you create a new task. Request format:

<?xml version="1.0" encoding="UTF-8"?>
<request method="task.add">
  <account></account>
  <sid></sid>
  <task>
    <template></template>
    <title></title>
    <description></description>
    <importance></importance>
    <status></status>
    <statusSet></statusSet>
    <checkResult></checkResult>
    <owner>
      <id></id>
    </owner>
    <parent>
      <id></id>
    </parent>
    <project>
      <id></id>
    </project>
    <client>
      <id></id>
    </client>
    <beginDateTime></beginDateTime>
    <startDateIsSet></startDateIsSet>
    <startDate></startDate>
    <startTimeIsSet></startTimeIsSet>
    <startTime></startTime>
    <endDateIsSet></endDateIsSet>
    <endDate></endDate>
    <endTimeIsSet></endTimeIsSet>
    <endTime></endTime>
    <isSummary></isSummary>
    <duration></duration>
    <durationUnit></durationUnit>
    <durationIsSet></durationIsSet>
    <workers>
      <users>
        <id></id>
        <id></id>
        <!-- ... -->
      </users>
      <groups>
        <id></id>
        <id></id>
        <!-- ... -->
      </groups>
    </workers>    
    <members>
      <users>
        <id></id>
        <id></id>
        <!-- ... -->
      </users>
      <groups>
        <id></id>
        <id></id>
        <!-- ... -->
      </groups>
    </members>      
    <auditors>
      <users>
        <id></id>
        <id></id>
        <!-- ... -->
      </users>
      <groups>
        <id></id>
        <id></id>
        <!-- ... -->
      </groups>
    </auditors>
    <customData>
      <customValue>
        <id></id>
        <value></value>
      </customValue>
      <!-- ... -->
    </customData>
  </task>
  <signature></signature>
</request>

Name	Type	Value	Notes
template	id	task template ID	id in response from task.getList with target = template
Creating a task based on a template using the API is currently incomplete.  The layout from the template is applied (and, accordingly, any custom fields in the task) and some of its properties.  Currently, the following are not set from the template: task dates, auditors, data tags, files, reminders, checklists. Assignees and participants are set from the template if they're missing in the request.
title	string	task name
description	string	what the task is about; description
importance	enum	priority	for a list of valid values, see the task priority section
status	enum/int	task status	Valid values can be found in the System task statuses section; or status IDs received as a result of calling the TaskStatus.getListOfSet function
statusSet	int	task process	Process IDs can be retrieved by calling the TaskStatus.getSetList function
checkResult	bool	whether or not the task has mandatory result checking
owner		task creator	not required. If not specified, the user who executes the function will be used
owner.id	int	user identifier	if this is a contact, you must use the userid in the response from   contact.get
parent		parent task	not required
parent.id	int	identifier of the task that will be the parent task	value 0 (zero) allowed
project		the project in which the task should be placed
project.id	int	project identifier
client		counterparty	not required
client.id	int	counterparty identifier	value 0 is allowed
beginDateTime	DateTime	date/time of creation; not required; by default current date/time is used	can only be used if an employee with admin rights is logged in
startDateIsSet	bool (0/1)	whether or not a start date is set
startDate	Date	start date	the get started field in the Planfix interface
startTimeIsSet	bool (0/1)	whether or not a start time is set
startTime	Time	start time	the get started field in the Planfix interface
endDateIsSet	bool (0/1)	whether or not an end date is set
endDate	Date	end date	the finish before field in the Planfix interface
endTimeIsSet	bool (0/1)	whether or not an end time is set
endTime	Time	end time	the finish before field in the Planfix interface
isSummary	bool (0/1)	task is a summary task
durationIsSet	bool	whether or not a duration is set
duration	int	duration
durationUnit	int	0 - minutes; 1 - hours; 2 - days
workers		root element of the list of task assignees
workers.users		root element of the list of users to whom the task is assigned
workers.users.id	int	identifier of the user to whom the task is assigned	for contacts, you must use the userid in the response from contact.get
workers.groups		root element of the list of groups to whom the task is assigned
workers.groups.id	int	group identifier
members		root element of the list of task participants
members.users		root element of the list of task participants
members.users.id	int	identifier of a task participant	for contacts, you must use the userid in the response from contact.get
members.groups		root element of the list of participant groups
members.groups.id	int	participant group identifier
auditors		root element of the list of task auditors; the same as assignees and members
customData		values of task custom fields
customData.customValue.id		task custom field identifier
customData.customValue.value		custom task field value	(for task set, employee list, and directory entry set field types, separate identifiers with commas in square brackets)

Dates may be added in one of two formats. First is the short format, which specifies only a date, year, and month. Second is the long format, which also specifies start/end time, if required for the task.

Response when operation is successfully executed:

<?xml version="1.0" encoding="UTF-8"?>
<response status="ok">
  <task>
    <id></id>
    <general></general>
  </task>
</response>

Name	Type	Value	Notes
task.id	int	ID of the task created
task.general	int	passthrough number of the created task

Otherwise, an error response will be returned:

<?xml version="1.0" encoding="UTF-8"?>
<response status="error">
  <code></code>
</response>

Go To

• Planfix API:Tasks
• Error codes
• List of functions