CreatePipelineOnboardingTaskTemplateRequest
Request DTO for creating a new pipeline intake task template
Properties
| Name | Type | Description |
|---|---|---|
| pipelineCode* | string | Code of the pipeline this template belongs to |
Code of the pipeline this template belongs to | ||
| name | string | The name of the intake task |
The name of the intake task | ||
| description | string | The description of the intake task |
The description of the intake task | ||
| timeEstimateMinutes | integer | The estimated time to complete the task, in whole minutes. |
The estimated time to complete the task, in whole minutes. | ||
| dueDateOffsetDays | integer | Days after the card's start date for the task due date |
Days after the card's start date for the task due date | ||
| assignmentType | enum | Unassigned SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate |
Unassigned SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate | ||
| assignedUserCode | string | Code of the user to assign tasks to (only used if AssignmentType is SpecificUser) |
Code of the user to assign tasks to (only used if AssignmentType is SpecificUser) | ||
| assignedTeamCode | string | Code of the team to assign tasks to (optional, independent of AssignmentType) |
Code of the team to assign tasks to (optional, independent of AssignmentType) | ||
| workflowCode | string | Code of the workflow template to apply to generated tasks |
Code of the workflow template to apply to generated tasks | ||
| categoryCode | string | Code of the category to apply to generated tasks |
Code of the category to apply to generated tasks | ||
| checklist | array of ChecklistItemDto | Checklist items for this intake task template |
Checklist items for this intake task template | ||
| active | boolean | Whether this template is active |
Whether this template is active | ||
JSON Example
{
"pipelineCode": "string",
"name": "string",
"description": "string",
"timeEstimateMinutes": 0,
"dueDateOffsetDays": 0
}