TaskTemplateDto
DTO for one-off task templates, exposing only codes and enums (never DB IDs).
Properties
| Name | Type | Description |
|---|---|---|
| code | string | Stable identifier. For library-shipped items this is the library code; for tenant-imported |
Stable identifier. For library-shipped items this is the library code; for tenant-imported | ||
| name | string | Display name shown to users in lists, dialogs, and the import browser. |
Display name shown to users in lists, dialogs, and the import browser. | ||
| description | string | Optional human-readable summary of what this entity is for. |
Optional human-readable summary of what this entity is for. | ||
| libraryCode | string | The Code of the library template this entity was imported from, or null if the entity |
The Code of the library template this entity was imported from, or null if the entity | ||
| libraryStatus | enum | Describes a library-imported entity's relationship to its source library template. |
Describes a library-imported entity's relationship to its source library template. | ||
| isImported | boolean | True if the tenant has already imported this library item. |
True if the tenant has already imported this library item. | ||
| deprecated | boolean | True if this library item has been retired. Deprecated items are hidden from the import |
True if this library item has been retired. Deprecated items are hidden from the import | ||
| billableService | CodeAndNameDto | |
| 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 creation date for the default task due date |
Days after the creation date for the default task due date | ||
| assignmentType | enum | Unassigned SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate |
Unassigned SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate | ||
| assignedUser | CodeAndNameDto | |
| assignedTeam | CodeAndNameDto | |
| workflow | CodeAndNameDto | |
| category | CodeAndNameDto | |
| checklist | array of ChecklistItemDto | Checklist items for this task template |
Checklist items for this task template | ||
| active | boolean | Whether this template is active (inactive templates are hidden when creating tasks) |
Whether this template is active (inactive templates are hidden when creating tasks) | ||
JSON Example
{
"code": "string",
"name": "string",
"description": "string",
"libraryCode": "string",
"libraryStatus": "NotFromLibrary"
}
Used By Operations
-
POST
Create TaskTemplate
/tenants/{tenant}/task-templates
-
GET
Get TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
PUT
Update TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
GET
Get Library TaskTemplate
/tenants/{tenant}/task-templates/library/{code}
-
PUT
Revert TaskTemplate to Library
/tenants/{tenant}/task-templates/{code}/library-version