Service - Onboarding Tasks

Templates for one-off tasks that are automatically created when a client takes on a billable service. When a ClientBillableService becomes Active, the system creates TaskItems from matching OnboardingTaskTemplates. Each template belongs to a specific BillableService and defines task details like name, description, due date offset from service start, assignment rules, and optional workflow.

GET List OnboardingTaskTemplates
Lists all OnboardingTaskTemplates for the given tenant.
/tenants/{tenant}/onboarding-task-templates
POST Create OnboardingTaskTemplate
Creates a new OnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/onboarding-task-templates
GET Get OnboardingTaskTemplate
Gets a OnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/onboarding-task-templates/{code}
PUT Update OnboardingTaskTemplate
Updates a OnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/onboarding-task-templates/{code}
DELETE Delete OnboardingTaskTemplate
Deletes a OnboardingTaskTemplate for the specified tenant.
/tenants/{tenant}/onboarding-task-templates/{code}