# Plan API quickstart > Make your first Dailybot Plan API calls in under five minutes: get a token, list boards, create a task, move it and comment on it, with curl and the CLI. Language: en Canonical: https://www.dailybot.com/developers/plan/quickstart Markdown: send header `Accept: text/markdown` on any URL to receive Markdown instead of HTML. Last Updated: 2026-09-25 --- > **Beta** — Plan is in beta. Everything under `/plan` in the web app, the CLI and agent skill commands for projects, goals, boards and tasks, and the `/v1/plan/` public API may change before general availability. Want to try it with your team? Write to **support@dailybot.com**. > > [request beta access](mailto:support@dailybot.com?subject=Dailybot%20Plan%20Beta%20access) In about five minutes you will sign in, find a board, create a task, move it to "in progress" and leave a comment on it. Every step shows the `curl` call and the Dailybot CLI equivalent. You need `curl` and [`jq`](https://jqlang.github.io/jq/) (to read JSON in the shell), and an email address that belongs to a Dailybot organization enabled for the Plan Beta.

1. Get a token

The quickest credential is a **CLI user token**: it acts as you, with your role. Ask for a one-time code by email: ```bash curl -sS -X POST "https://api.dailybot.com/v1/cli/auth/request-code/" \ -H "Content-Type: application/json" \ -d '{"email": "you@company.com"}' ``` Paste the code from the email in place of `123456` and keep the token in `DAILYBOT_TOKEN`: ```bash export DAILYBOT_TOKEN=$(curl -sS -X POST "https://api.dailybot.com/v1/cli/auth/verify-code/" \ -H "Content-Type: application/json" \ -d '{"email": "you@company.com", "code": "123456"}' | jq -r .access_token) ``` If your email belongs to several organizations, the first call answers `"status": "select_organization"` with a list: send it again with `"organization_uuid"` set to the one you want. From the CLI, `dailybot login` runs the same email-code flow and keeps the session for you: ```bash dailybot login ``` > A **personal API key** works too (`X-API-KEY: $DAILYBOT_API_KEY`) and acts as you, with no scope to request. An **agent or organization key** acts as a system actor, needs Plan scopes enabled for it (during the Beta, write to **support@dailybot.com**) and is refused on the endpoints that need a person. See [Authentication for Plan](/developers/plan/authentication).

2. Check that Plan is enabled

```bash curl -sS "https://api.dailybot.com/v1/plan/entitlements/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" ``` You want `"enabled": true`. If you get `"enabled": false`, or any other Plan call answers **`402 plan_upgrade_required`**, that is expected: your organization is not in the Beta yet. Write to **support@dailybot.com** and we will enable it.

3. List your boards

```bash curl -sS "https://api.dailybot.com/v1/plan/boards/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" | jq '.results[] | {uuid, key, name}' ``` Keep the first board's uuid for the next steps: ```bash export BOARD=$(curl -sS "https://api.dailybot.com/v1/plan/boards/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" | jq -r '.results[0].uuid') ``` From the CLI: ```bash dailybot plan board list --json ```

4. Create a task

`board` and `title` are required. The `Idempotency-Key` header makes the call safe to retry: sending it again with the same key and body returns the first task instead of creating a second one. ```bash export TASK=$(curl -sS -X POST "https://api.dailybot.com/v1/plan/tasks/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" \ -H "Content-Type: application/json" \ -H "Idempotency-Key: quickstart-$(date +%s)" \ -d "{\"board\": \"$BOARD\", \"title\": \"My first task from the API\"}" | jq -r .key) echo "$TASK" ``` `TASK` now holds the task's key, such as `ENG-143`. You can use it anywhere a task is addressed. From the CLI: ```bash dailybot plan task create -t "My first task from the API" -b "$BOARD" ```

5. Move it to "in progress"

A board's columns are its workflow states. Find the first state whose category is `in_progress`, then move the task there: ```bash export STATE=$(curl -sS "https://api.dailybot.com/v1/plan/boards/$BOARD/states/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" | jq -r '[.[] | select(.category == "in_progress")][0].uuid') curl -sS -X POST "https://api.dailybot.com/v1/plan/tasks/$TASK/move/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" \ -H "Content-Type: application/json" \ -d "{\"state\": \"$STATE\"}" | jq '{key, state: .state.name, version}' ``` Without `after` or `before`, the task goes to the end of the column. Moving is the only way to change a task's state. From the CLI: ```bash dailybot plan task move "$TASK" --state in_progress ```

6. Comment on it

```bash curl -sS -X POST "https://api.dailybot.com/v1/plan/tasks/$TASK/comments/" \ -H "Authorization: Bearer $DAILYBOT_TOKEN" \ -H "Content-Type: application/json" \ -d '{"body": "Created and moved from the Plan API quickstart."}' | jq '{uuid, body, created_at}' ``` From the CLI: ```bash dailybot plan task comment "$TASK" "Created and moved from the Plan API quickstart." ``` That is the whole loop: you have read a board, created a task, changed its state and talked about it. > These CLI commands ship in the next Dailybot CLI release. Add `--json` to any of them for machine-readable output.

Next steps

- Read the [overview](/developers/plan) for the model: states and categories, keys, ordering, versions and archive. - Browse the reference: [Tasks](/developers/api/plan-tasks), [Boards](/developers/api/plan-boards), [Projects](/developers/api/plan-projects), [Goals](/developers/api/plan-goals), [Comments & files](/developers/api/plan-collaboration) and [Home & search](/developers/api/plan-home). --- ## Developer portal navigation **Getting Started** - [Overview](/developers) - [Quick start](/developers/getting-started) - [Authentication](/developers/authentication) **API Reference** - [API Overview](/developers/api) - [Users](/developers/api/users) - [Organization](/developers/api/organization) - [Teams](/developers/api/teams) - [Invitations](/developers/api/invitations) - [Check-ins](/developers/api/check-ins) - [Forms](/developers/api/forms) - [Labels](/developers/api/labels) - [Report channels](/developers/api/report-channels) - [Templates](/developers/api/templates) - [Kudos](/developers/api/kudos) - [Mood tracking](/developers/api/mood) - [Important dates](/developers/api/important-dates) - [Messaging](/developers/api/messaging) - [Automations](/developers/api/workflows) - [Webhooks](/developers/api/webhooks) - [Commands platform](/developers/api/commands-platform) - [Agents](/developers/api/agents) - [OAuth2](/developers/api/oauth2) - [Integrations](/developers/api/integrations) - [CLI](/developers/api/cli) - [Plan · Projects](/developers/api/plan-projects) - [Plan · Goals](/developers/api/plan-goals) - [Plan · Boards](/developers/api/plan-boards) - [Plan · Tasks](/developers/api/plan-tasks) - [Plan · Comments & files](/developers/api/plan-collaboration) - [Plan · Home & search](/developers/api/plan-home) - [Plan · Notifications & reports](/developers/api/plan-notifications) **Dailybot Plan** - [Overview](/developers/plan) - [Concepts](/developers/plan/concepts) - [Quickstart](/developers/plan/quickstart) (this page) - [Authentication & scopes](/developers/plan/authentication) - [Agents on Plan](/developers/plan/agents) - [Conventions](/developers/plan/conventions) - [Errors](/developers/plan/errors) - [CLI for Plan](/developers/plan/cli) - [Agent skill](/developers/plan/agent-skill) - [Recipe: live board](/developers/plan/recipes/board-live-updates) - [Recipe: home in one request](/developers/plan/recipes/home-in-one-request) - [Recipe: bulk create](/developers/plan/recipes/bulk-create) - [Recipe: move on PR merge](/developers/plan/recipes/move-on-pr-merge) - [Recipe: goal progress](/developers/plan/recipes/goal-progress) - [Recipe: webhooks](/developers/plan/recipes/webhooks) **API guides** - [Errors & Status Codes](/developers/errors) - [Rate Limits](/developers/rate-limits) - [Conventions](/developers/conventions) - [API Changelog](/developers/api-changelog) - [Recipes](/developers/recipes) **Developer Features** - [Custom commands](/developers/custom-commands) - [Serverless commands](/developers/serverless) - [Webhooks & events](/developers/webhooks) - [Automation API trigger](/developers/workflow-trigger) - [Activity API](/developers/activity-api) **CLI** - [Overview](/developers/cli) - [Authentication](/developers/cli-authentication) - [Command reference](/developers/cli-reference) - [CI/CD recipes](/developers/cli-ci-cd) - [Configuration](/developers/cli-configuration) - [Troubleshooting](/developers/cli-troubleshooting) **Agent Skill** - [Overview](/developers/agent-skill) - [Skills catalog](/skills) --- ## Site navigation **Product:** - [Home](/) - [Product](/product) - [Pricing](/pricing) - [Enterprise](/enterprise) - [Integrations](/integrations) - [Templates](/templates) **Resources:** - [Blog](/blog) - [Academy](/academy) - [Changelog](/changelog) - [Help Center](/help) - [Developers](/developers) - [Agents](/agents) **Company:** - [About](/about) - [Careers](/careers) - [Security](/security) - [Contact Sales](/demo) **Connect:** - [LinkedIn](https://www.linkedin.com/company/dailybot/) - [X/Twitter](https://twitter.com/dailybot) - [GitHub](https://github.com/Dailybot-Inc) - [YouTube](https://www.youtube.com/channel/UC3uM9V52vwX7e3vQpCc4qvA)