Tasks - Templates

One-off task templates: pre-defined task shapes (description, checklist, optional workflow, category, assignment rule, due-date offset) that users turn into real tasks for a chosen client on demand. Templates never create tasks automatically. Supports CRUD operations plus library browse, import (cascading referenced workflows and categories), and revert-to-library.

OpenAPI Spec

Guides Operations Schemas

GET List TaskTemplates
Lists all TaskTemplates for the given tenant. Requires: ViewAll on Tasks.
/tenants/{tenant}/task-templates
POST Create TaskTemplate
Creates a new TaskTemplate for the specified tenant. Requires: Create on Tasks.
/tenants/{tenant}/task-templates
GET Get TaskTemplate
Gets a TaskTemplate for the specified tenant. Requires: ViewAll on Tasks.
/tenants/{tenant}/task-templates/{code}
PUT Update TaskTemplate
Updates a TaskTemplate for the specified tenant. Requires: Update on Tasks.
/tenants/{tenant}/task-templates/{code}
DELETE Delete TaskTemplate
Deletes a TaskTemplate for the specified tenant. Requires: Delete on Tasks.
/tenants/{tenant}/task-templates/{code}
GET List Library TaskTemplates
List all TaskTemplates available in the library as templates. Use optional 'search' query parameter to filter by Code, Name, or Description. Requires...
/tenants/{tenant}/task-templates/library
GET Get Library TaskTemplate
Get details of a specific TaskTemplate template from the library Requires: ViewAll on Tasks.
/tenants/{tenant}/task-templates/library/{code}
PUT Revert TaskTemplate to Library
Reverts the TaskTemplate to the current library template version, overwriting any local edits. The TaskTemplate's code is preserved so it remains addr...
/tenants/{tenant}/task-templates/{code}/library-version
POST Import Task Templates from Library
Imports one or more one-off task templates from the library, cascading their referenced workflows and categories into the tenant. Requires: Create on...
/tenants/{tenant}/task-templates/library/import