Update a template and its steps.

PATCHhttps://app.softsolz.uk/api/v1/services/tasks/templates/{id}

Recent Requests

Kept only in this browser

TimeStatusTook

Send a request with Try it to see it here.

Path Params

idstringrequired

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

namestring

New name.

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 PATCH \
  --url https://app.softsolz.uk/api/v1/services/tasks/templates/{id} \
  --header 'Authorization: Bearer sk_live_your_key' \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Onboarding v2"
}'

Credentials

Authorization

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 · 200

{
  "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"
        }
      }
    ]
  }
}