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Create a reusable template of ordered steps.

Create a reusable template of ordered steps.

POSThttps://app.softsolz.uk/api/v1/services/tasks/templates

Recent Requests

Kept only in this browser
TimeStatusTook
Send a request with Try it to see it here.

Headers

Authorizationstringrequired

Bearer token: `Bearer sk_live_...` (or `sk_test_...` for sandbox). A login token will not work here.

Idempotency-Keystring

Optional idempotency key for safe retries.

Body Params

namestringrequired

Template name.

descriptionstring

What running it produces.

category_idinteger

Category the created tasks land in.

itemsarray of objects

Ordered steps, each with offset_days and an assignee_rule.

Response

Response Body

idintegerTemplate id.
namestringTemplate name.
descriptionstring | nullWhat running it produces.
category_idinteger | nullCategory the created tasks land in.
itemsarray of objectsOrdered steps. Each carries offset_days and an assignee_rule of { mode: group|role|fixed|creator, ref }.

Request

curl --request POST \
  --url https://app.softsolz.uk/api/v1/services/tasks/templates \
  --header 'Authorization: Bearer sk_live_your_key' \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "New starter onboarding",
  "description": null,
  "items": [
    {
      "title": "Collect documents",
      "offset_days": 0,
      "assignee_rule": {
        "mode": "creator"
      }
    }
  ]
}'

Credentials

Sent as a Bearer token and used in the samples above and in Try it. Kept only in this browser tab until you close it. Use an sk_test_ key to stay in your sandbox.

Response · 201

{
  "data": {
    "id": 12,
    "name": "New starter onboarding",
    "description": null,
    "category_id": 7,
    "items": [
      {
        "sort_order": 1,
        "title": "Collect documents",
        "offset_days": 0,
        "assignee_rule": {
          "mode": "role",
          "ref": "admin"
        }
      }
    ]
  }
}