Pipeline - Intake Tasks

Templates for intake tasks that are created automatically when a client (typically an Active Prospect) is added to a pipeline. Each template defines the task name, due-date offset from the card's start date, assignment, optional workflow, category, and checklist. The pipeline sibling of Service - Onboarding Tasks.

GET List PipelineOnboardingTaskTemplates
Lists all PipelineOnboardingTaskTemplates for the given tenant.
/tenants/{tenant}/pipeline-onboarding-task-templates
POST Create PipelineOnboardingTaskTemplate
Creates a new PipelineOnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/pipeline-onboarding-task-templates
GET Get PipelineOnboardingTaskTemplate
Gets a PipelineOnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
PUT Update PipelineOnboardingTaskTemplate
Updates a PipelineOnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
DELETE Delete PipelineOnboardingTaskTemplate
Deletes a PipelineOnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
PUT Revert PipelineOnboardingTaskTemplate to Library
Reverts the PipelineOnboardingTaskTemplate to the current library template version, overwriting any local edits. The PipelineOnboardingTaskTemplate's ...
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}/library-version