Procest Integration

Link Planix tasks and projects to Procest cases for cross-app case-to-task workflows.

Overview

Planix is a sister app to Procest (case management). When a Procest case requires task tracking on a kanban board, Planix provides the board. The integration is built on optional metadata fields — no direct API calls between apps are required in the MVP. Tasks and projects carry optional case reference fields that Procest can populate, and Planix displays them as read-only metadata.

Key Capabilities

Case Reference on Project

• A project can carry a caseReference field containing a Procest case UUID
• Projects with a case reference show a Case: {caseNumber} badge in the project list and project detail
• The case reference can be set manually via the project edit form by entering a Procest case UUID

Task Case Link

• A task can carry a zaakUuid field containing a Procest case UUID
• Task detail shows a read-only "Case" field with a link to the Procest case when zaakUuid is set
• The zaakUuid can be set manually via the task edit form

When the Bridge is Disabled

If the Procest bridge toggle is disabled in admin settings, or Procest is not installed:

• caseReference and zaakUuid fields are still stored and displayed as read-only metadata
• No requests are sent to Procest
• All Planix functionality remains fully available

VNG InterneTaak Mapping

Tasks bridged from Procest follow the VNG InterneTaak field mapping:

Planix Task field	VNG InterneTaak field
title	gevraagdeHandeling
assignedTo	toegewezenAanGebruikersnaam
dueDate	gevraagdeDatum
status (done)	triggers afhandelingsdatum
completedAt	afhandelingsdatum

Standards

• VNG ZGW InterneTaak (Klantinteracties) — case-task field mapping
• Schema.org Action — task type annotation

Spec

• procest-integration spec