> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecobalt.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Create Task
> Creates a task in the provider's EMR system.
Depending on the EMR system connected to the account, additional fields beyond the base required fields may be required. If a conditionally required field is missing, the API will return a `400` error specifying the missing field.
### Request Parameters
#### Required Fields
These fields are always required regardless of the connected EMR:
* **description** (string, required): Task description/body content
* **patient\_mrn** (string, required): Medical Record Number (MRN) of the patient
#### Conditionally Required Fields
Depending on the connected EMR, some combination of the following fields will also be required:
* **subject** (string, conditionally required): Task title/subject line
* **assignee\_user\_id** (string, conditionally required): EMR user ID to assign the task to
* **phone\_call\_type\_id** (string, conditionally required): Identifier for the phone call type
* **notify\_list** (string\[], optional): List of user identifiers to notify about the task. Must be an array of strings if provided.
### Example Requests
```bash theme={null}
curl -X POST https://api.usecobalt.com/v1/tasks \
-H 'Content-Type: application/json' \
-H 'client_id: ci_live_198908HJDKJSH98789OHKJL' \
-H 'client_secret: cs_live_9827hofdsklOYYHJLJh' \
-H 'access_token: 493JKLHIU98789hLKH9HHJH' \
-d '{
"description": "Schedule patient follow-up appointment to review recent lab results and discuss treatment plan.",
"patient_mrn": "MRN-12345",
"subject": "Follow-up appointment needed",
"assignee_user_id": "74196090-5faa-11e9-9562-e12f6a3ce827"
}'
```
```bash theme={null}
curl -X POST https://api.usecobalt.com/v1/tasks \
-H 'Content-Type: application/json' \
-H 'client_id: ci_live_198908HJDKJSH98789OHKJL' \
-H 'client_secret: cs_live_9827hofdsklOYYHJLJh' \
-H 'access_token: 493JKLHIU98789hLKH9HHJH' \
-d '{
"description": "Patient called requesting prescription refill for lisinopril 10mg.",
"patient_mrn": "MRN-67890",
"phone_call_type_id": "rx_refill",
"notify_list": ["user_001", "user_002"]
}'
```
### Example Response
```json theme={null}
{
"success": true,
"message": "Task processing. A webhook event will be sent upon completion.",
"task_id": "abc123def456789012345678",
"job_id": 12345
}
```
The response includes:
* **task\_id**: Unique identifier for the created task record
* **job\_id**: Job execution identifier for tracking the async operation
### Error Responses
#### Missing Required Field
If a required or conditionally required field is missing, the API returns a `400` with the specific field name:
```json theme={null}
{
"success": false,
"message": "Missing required field: description"
}
```
#### User Not Found
```json theme={null}
{
"success": false,
"message": "User not found."
}
```
### Webhook Notifications
When the task processing is complete, we will send a webhook to your registered endpoint. Here are examples of what those webhook payloads will look like:
#### Success
```json theme={null}
{
"id": "evt_1J9X2q2eZvKYlo2CluR9g9gV",
"access_token_reference_id": "user_1J9X2q2eZvKYlo2Cxyz",
"object": "event",
"created": "2025-10-09T10:30:00Z",
"type": "task.created",
"job_id": "12345",
"data": {
"task_id": "abc123def456789012345678",
"emr_task_id": "task_emr_internal_id",
"subject": "Follow-up appointment needed",
"description": "Schedule patient follow-up appointment to review recent lab results and discuss treatment plan.",
"assignee_user_id": "74196090-5faa-11e9-9562-e12f6a3ce827",
"patient_mrn": "MRN-12345"
}
}
```
#### Failure
```json theme={null}
{
"id": "evt_1J9X2q2eZvKYlo2CluR9g9gW",
"access_token_reference_id": "user_1J9X2q2eZvKYlo2Cxyz",
"object": "event",
"created": "2025-10-09T10:35:00Z",
"type": "task.failed",
"job_id": "12345",
"data": {
"task_id": "abc123def456789012345678",
"failure_reason": "Failed to create task"
}
}
```
## OpenAPI
````yaml POST /tasks
openapi: 3.0.0
info:
title: Cobalt API
version: 1.0.1
description: API for interacting with Cobalt's EHR integration services
servers:
- url: https://api.usecobalt.com/v1
security:
- ClientCredentials: []
ClientSecret: []
AccessToken: []
paths:
/tasks:
post:
summary: Create Task
description: >-
Creates a task in the provider's EMR using RPA via a headless browser.
This is an asynchronous operation that returns immediately with a
job_id, and sends webhook notification upon completion.
requestBody:
required: true
content:
application/json:
schema:
type: object
required:
- description
- patient_mrn
properties:
description:
type: string
description: Task description/body content
patient_mrn:
type: string
description: Medical Record Number (MRN) of the patient
subject:
type: string
description: >-
Task title/subject line. Conditionally required depending on
the connected EMR.
assignee_user_id:
type: string
description: >-
EMR user ID to assign the task to. Conditionally required
depending on the connected EMR.
phone_call_type_id:
type: string
description: >-
Identifier for the phone call type. Conditionally required
depending on the connected EMR.
notify_list:
type: array
items:
type: string
description: List of user identifiers to notify about the task. Optional.
responses:
'200':
description: Task queued successfully
content:
application/json:
schema:
type: object
properties:
success:
type: boolean
message:
type: string
task_id:
type: string
description: Unique identifier for the created task record
job_id:
type: integer
description: Job execution identifier for tracking the async operation
'400':
description: Bad request - Missing or invalid parameters
content:
application/json:
schema:
type: object
properties:
success:
type: boolean
message:
type: string
'404':
description: User not found or Patient not found
content:
application/json:
schema:
type: object
properties:
success:
type: boolean
message:
type: string
example: User not found.
'500':
description: Internal server error
content:
application/json:
schema:
type: object
properties:
success:
type: boolean
message:
type: string
components:
securitySchemes:
ClientCredentials:
type: apiKey
in: header
name: client_id
ClientSecret:
type: apiKey
in: header
name: client_secret
AccessToken:
type: apiKey
in: header
name: access_token
````