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v2

latestOpenAPI 3.1.02026-08-05123191254.3 KB
external-v2-checklists

Create Checklist Task

Create a checklist task under exactly one parent — a section, a checklist root, or a parent task (subtask, one level deep). The parent is resolved to its checklist and the caller must have write access to that checklist; otherwise it 404s (no existence oracle). role cannot be set here.

post/api/external/v2/checklist-tasks

Request body

titlestring required

Task title.

section_idinteger nullable

Add the task to this section (use a section id from GET /deals/{deal_id}/checklists). Mutually exclusive with checklist_id and parent_task_id.

checklist_idinteger nullable

Add the task at the root of this checklist, outside any section. Mutually exclusive with section_id and parent_task_id.

parent_task_idinteger nullable

Add the task as a subtask of this task (subtasks are one level deep). Mutually exclusive with section_id and checklist_id.

descriptionstring nullable

Optional task description.

status'to_do' | 'requested' | 'reviewing' | 'updates_needed' | 'approved' | 'cancelled' nullable

Initial workflow status. Defaults to 'to_do' when omitted.

assigned_user_idinteger nullable

Lev user id to assign (from list_team_members, or an assignee id on the checklist read).

due_datestring date nullable

Due date (YYYY-MM-DD).

document_type_idsinteger[] nullable

Expected document type ids for this task.

Response

Successful Response

request_idstring required
timestampstring required