Tasks - Recurring
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 RecurringTaskItemsLists all RecurringTaskItems for the given tenant./tenants/{tenant}/recurring-tasks
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POST Create RecurringTaskItemCreates a new RecurringTaskItem for the specified tenant./tenants/{tenant}/recurring-tasks
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GET Get RecurringTaskItemGets a RecurringTaskItem for the specified tenant./tenants/{tenant}/recurring-tasks/{code}
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PUT Update RecurringTaskItemUpdates a RecurringTaskItem for the specified tenant./tenants/{tenant}/recurring-tasks/{code}
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DELETE Delete RecurringTaskItemDeletes a RecurringTaskItem for the specified tenant./tenants/{tenant}/recurring-tasks/{code}
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PUT Revert RecurringTaskItem to LibraryReverts the RecurringTaskItem to the current library template version, overwriting any local edits. The RecurringTaskItem's code is preserved so it re.../tenants/{tenant}/recurring-tasks/{code}/library-version
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GET Get Recurring Task Resolved ClientsReturns a paged list of the clients that are candidates for one of this task's schedules - the population the task applies to, resolved for whichever .../tenants/{tenant}/recurring-tasks/{code}/resolved-clients
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GET List Recurring Task OccurrencesReturns, in date order, one page of this recurring task's occurrences for one client whose occurrence date falls in the window: occurrences still to b.../tenants/{tenant}/recurring-tasks/{code}/occurrences
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GET Get Recurring Task ClientsGets the list of clients associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/clients
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PUT Update Recurring Task ClientsUpdates the list of clients associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/clients
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GET Get Recurring Task ServicesGets the list of billable services associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/services
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PUT Update Recurring Task ServicesUpdates the list of billable services associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/services
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GET Get Recurring Task PipelinesGets the list of pipelines associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/pipelines
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PUT Update Recurring Task PipelinesUpdates the list of pipelines associated with a specific recurring task./tenants/{tenant}/recurring-tasks/{code}/pipelines
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GET List Recurring Task SchedulesReturns a paged list of a recurring task's schedules, the default schedule pinned first, each with its client count and first few clients. Search matc.../tenants/{tenant}/recurring-tasks/{taskCode}/schedules
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POST Create Recurring Task ScheduleCreates a custom schedule on a recurring task, with or without clients. The schedule must be complete - linked clients' occurrences are generated from.../tenants/{tenant}/recurring-tasks/{taskCode}/schedules
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GET Get Recurring Task ScheduleGets one schedule with its full client membership./tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
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PUT Update Recurring Task ScheduleFull replace of a schedule: values and membership. Clients removed from the list revert to the default schedule. Editing the default schedule changes .../tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
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DELETE Delete Recurring Task ScheduleRemoves a custom schedule, returning every linked client to the recurring task's default schedule. The default schedule cannot be deleted./tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}