Update Case Task

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "status": "done" }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": { "email": "karel@firm.example" } }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": null }'

{
  "id": "2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97",
  "created_at": "2026-08-31T10:12:04.100Z",
  "case": { "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" },
  "type": "manual",
  "title": "Call the client back",
  "description": "The client asked for a callback before Friday.",
  "status": "done",
  "due_at": "2026-09-04T00:00:00.000Z",
  "completed_at": "2026-09-02T14:31:00.000Z",
  "step_key": null,
  "assignee": {
    "kind": "member",
    "id": "5f7e2c17-e9be-47c9-8049-0b35d8eb0ada",
    "email": "amina@firm.example",
    "given_name": "Amina",
    "family_name": "Berger"
  }
}

{
  "statusCode": 404,
  "error": "Not Found",
  "message": "Task with ID \"2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97\" not found on this case"
}

PATCH

cases

{id}

tasks

{taskId}

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "status": "done" }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": { "email": "karel@firm.example" } }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": null }'

{
  "id": "2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97",
  "created_at": "2026-08-31T10:12:04.100Z",
  "case": { "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" },
  "type": "manual",
  "title": "Call the client back",
  "description": "The client asked for a callback before Friday.",
  "status": "done",
  "due_at": "2026-09-04T00:00:00.000Z",
  "completed_at": "2026-09-02T14:31:00.000Z",
  "step_key": null,
  "assignee": {
    "kind": "member",
    "id": "5f7e2c17-e9be-47c9-8049-0b35d8eb0ada",
    "email": "amina@firm.example",
    "given_name": "Amina",
    "family_name": "Berger"
  }
}

{
  "statusCode": 404,
  "error": "Not Found",
  "message": "Task with ID \"2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97\" not found on this case"
}

Update a task of a case. Send status to close or reopen it, due_at to move its deadline, assignee to hand it to someone else. At least one field is required.

Statuses

Key	Meaning
`open`	not started
`in_progress`	being worked on
`done`	finished
`dismissed`	closed without doing it

done and dismissed both close the task and stamp completed_at. Setting open or in_progress on a closed task reopens it and clears completed_at. This works on any team-side task of the case, including the ones Penbox created itself — so your integration can close a Penbox follow-up once your side has done the work. Tasks assigned to a contact are read-only through the API: they close when the contact submits the form Penbox sent them. Updating one returns 403, and so does moving a team-side task onto a contact.

There is no delete. Removing a task stays a manual action inside Penbox. Use dismissed for “this no longer needs doing”.

The task must belong to the case in the path. A task id from another case returns a 404.

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "status": "done" }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": { "email": "karel@firm.example" } }'

curl --request PATCH \
  --url https://connect.penbox.io/v1/cases/{id}/tasks/{taskId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{ "assignee": null }'

{
  "id": "2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97",
  "created_at": "2026-08-31T10:12:04.100Z",
  "case": { "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6" },
  "type": "manual",
  "title": "Call the client back",
  "description": "The client asked for a callback before Friday.",
  "status": "done",
  "due_at": "2026-09-04T00:00:00.000Z",
  "completed_at": "2026-09-02T14:31:00.000Z",
  "step_key": null,
  "assignee": {
    "kind": "member",
    "id": "5f7e2c17-e9be-47c9-8049-0b35d8eb0ada",
    "email": "amina@firm.example",
    "given_name": "Amina",
    "family_name": "Berger"
  }
}

{
  "statusCode": 404,
  "error": "Not Found",
  "message": "Task with ID \"2c7e2ddd-ece1-4c38-9c2d-47aaaf50be97\" not found on this case"
}

Authorizations

Authorization

string

header

required

API token (starts with pnbx_). Create at https://app.penbox.io/workspace/settings/api. Include as: Authorization: Bearer {token}

Path Parameters

string<uuid>

required

Case UUID

taskId

string<uuid>

required

Task UUID

Body

application/json

status

enum<string>

The task status. done and dismissed both close it.

Available options:

open,

in_progress,

done,

dismissed

Example:

"done"

due_at

string<date-time> | null

New due date, or null to clear it.

assignee

object | null

The workspace member the task is assigned to, resolved by email. Silent members resolve too. Pass null to leave the task unassigned.

Show child attributes

Response

Task updated

string<uuid>

Task UUID

created_at

string<date-time>

When the task was created

case

object

The case this task belongs to

Show child attributes

type

string

The kind of task. manual for every task created through the API. Tasks Penbox creates by itself carry their own key, such as fill_form, review or follow_up.

Example:

"manual"

title

string | null

What has to be done. Empty on some Penbox-created tasks, which Penbox labels from their type in the reader language.

description

string | null

Optional detail

status

enum<string>

Current task status

Available options:

open,

in_progress,

done,

dismissed

due_at

string<date-time> | null

Due date

completed_at

string<date-time> | null

When the task was closed

step_key

string | null

The case step that spawned the task, when Penbox created it

assignee

object | null

Who has to close the task. null when unassigned.

Show child attributes

API Reference

Workspaces

Cases

Tasks

Case Templates

Forms

Form Templates

Attachments

Document Intelligence

Signatures

Previous API version

Statuses

Authorizations

Path Parameters

Body

Response

​Statuses

Authorizations

Path Parameters

Body

Response

Statuses