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.

OpenAPI Spec

Guides Operations Schemas

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