Recurring Tasks
Recurring task templates and scheduling for automated task generation. Supports CRUD operations with filtering capabilities, plus endpoints to manage client associations (get/update specific clients for a recurring task) and service associations (get/update billable services that trigger task generation). Recurring tasks generate projected tasks based on configured recurrence patterns.
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GET
List RecurringTaskItems
Lists all RecurringTaskItems for the given tenant.
/api/tenants/{tenant}/recurring-tasks
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POST
Create RecurringTaskItem
Creates a new RecurringTaskItem for the specified tenant.
/api/tenants/{tenant}/recurring-tasks
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GET
Get RecurringTaskItem
Gets a RecurringTaskItem for the specified tenant.
/api/tenants/{tenant}/recurring-tasks/{code}
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PUT
Update RecurringTaskItem
Updates a RecurringTaskItem for the specified tenant.
/api/tenants/{tenant}/recurring-tasks/{code}
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DELETE
Delete RecurringTaskItem
Deletes a RecurringTaskItem for the specified tenant.
/api/tenants/{tenant}/recurring-tasks/{code}
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GET
Get Recurring Task Clients
Gets the list of clients associated with a specific recurring task.
/api/tenants/{tenant}/recurring-tasks/{code}/clients
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PUT
Update Recurring Task Clients
Updates the list of clients associated with a specific recurring task.
/api/tenants/{tenant}/recurring-tasks/{code}/clients
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GET
Get Recurring Task Services
Gets the list of billable services associated with a specific recurring task.
/api/tenants/{tenant}/recurring-tasks/{code}/services
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PUT
Update Recurring Task Services
Updates the list of billable services associated with a specific recurring task.
/api/tenants/{tenant}/recurring-tasks/{code}/services