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PerfexCRM

Interact with PerfexCRM API

Actions181

Task → Add Checklist Item

AI-generated

Summary

Add a new checklist item to a specific task in PerfexCRM.

Inputs

  • Task ID (required) — The ID of the task to which the checklist item will be added.
  • Description (required) — The description text of the checklist item to add.
  • Additional Fields — Optional fields for the checklist item including 'Finished' to mark if the item is completed and 'List Order' to specify the order position in the checklist.

Output shape

a single record representing the created checklist item with its details returned as JSON.

The checklist item is added by making a POST request to the task's checklist endpoint. Errors will propagate unless the node is set to continue on fail, in which case error details are returned. The response includes the added checklist item's properties.

Examples

Example 1: Add a checklist item to a task

Provide Task ID '123', Description 'Review documentation', and optionally set Finished to false and List Order to 1.

Discussion