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Overview

The Plutio Task Create node allows you to create a new task in Plutio, a business management platform. This node is useful for automating the creation of tasks as part of your workflows, such as when a new support ticket is received, a form is submitted, or a project milestone is reached. It enables you to specify details like the project, board, group, assignees, custom fields, and more.

Example scenarios:

  • Automatically create a task in Plutio when a new lead is added to your CRM.
  • Generate tasks from incoming emails or form submissions.
  • Assign tasks to specific users based on workflow logic.

Properties

Name Type Meaning
Options Collection A group of optional settings for the task, including project, board, group, template, creator, title, description, and custom fields.
└ Project Name or ID Options The project to which the task belongs. You can select from a list or provide an ID/expression.
└ Task Board Name or ID Options The board within the project where the task will be placed. Select from a list or provide an ID/expression.
└ Task Group Name or ID Options The group within the board for the task. Select from a list or provide an ID/expression.
└ Template Name or ID Options The template to use for the task. Select from a list or provide an ID/expression.
└ Creator Name or ID Options The user who will be set as the creator of the task. Select from a list or provide an ID/expression.
└ Title String The title of the task.
└ Description String The HTML description of the task.
└ Custom Fields Fixed Collection Key-value pairs for custom fields. Only dates in YYYY-MM-DD format are accepted for date fields.
└ Custom Field Name or ID Options The name or ID of the custom field. Select from a list or provide an ID/expression.
└ Value Name or ID String The value for the custom field.
Assigned To: Name or ID Fixed Collection Users to assign the task to. Multiple values supported. Select from a list or provide an ID/expression.

Output

The output is a JSON object representing the created task. Typical fields include (but are not limited to):

{
  "_id": "string",
  "title": "string",
  "descriptionHTML": "string",
  "projectId": "string",
  "taskBoardId": "string",
  "taskGroupId": "string",
  "createdBy": "string",
  "templateId": "string",
  "customFields": [
    {
      "_id": "string",
      "value": "string"
    }
  ],
  "assignedTo": ["string", "..."],
  // ...other Plutio task fields
}
  • If the API call fails and "Continue On Fail" is enabled, the output will contain an error field with the error message.

Dependencies

  • Plutio API: Requires a valid Plutio API key/credentials configured in n8n under the credential type plutioApi.
  • n8n Configuration: No additional configuration required beyond credentials.

Troubleshooting

Common Issues:

  • Invalid IDs or Names: If you provide a name or ID that does not exist in Plutio (for projects, boards, groups, users, etc.), the node may fail or the task may not be assigned correctly.
  • Missing Required Fields: Not providing mandatory fields (like Title) may result in errors from the Plutio API.
  • Custom Field Format: Dates for custom fields must be in YYYY-MM-DD format; otherwise, the API may reject the request.
  • Permissions: The API key used must have permission to create tasks in the specified project/board/group.

Error Messages:

  • "Project not found" or similar: Check that the Project Name or ID exists and is accessible.
  • "User not found": Ensure the assignee or creator exists in Plutio.
  • "Invalid custom field value": Make sure custom field values match the expected format/type.

How to resolve:

  • Double-check all provided names/IDs using the dropdowns or by fetching them via expressions.
  • Ensure your API credentials are correct and have sufficient permissions.
  • Validate custom field formats before sending.

Links and References

Discussion