Task template APIs

Companies that own Agile Process Teams use these APIs to add, edit, and copy task templates and manage the associated template sub-tasks. Every task requires a template. Once the template is created, it can be selected when adding a new task to the Owner's network using the Add Task API.

The template defines the following for any task that uses the template:

  • The default values that populate for the task.
  • The sub-tasks that are automatically created for the task. The template settings also determine whether users can modify the template-defined sub-tasks at the task level.

Add Task Template

Owners use this API to add a task template to their network. After the template is added, users can add sub-tasks to the template using the Add Sub-Task to Template API.

Edit Task Template

Owners use this API to modify a task template with new, updated, or corrected information (e.g. renaming the template, updating the default assigned users). Use the Add Sub-Task to Template or Edit Sub-Task For Template APIs to modify the template's sub-tasks.

If isTemplateModifiableByMember is false, the template can only be modified by the user that created the template.

Copy Task Template

Owners use this API to copy an existing task template. Boolean fields determine which section values are copied to the new template (e.g. copy all values from the General section but not the related processes from the original template). The new template is created with a new identifier and automatically set to the To Do base workflow state.

Add Sub-Task To Template

Owners use this API to add a new sub-task to a task template that exists in their company's network. Any task that uses the template will automatically include the sub-task.

Edit Sub-Task On Template

Owners and Partners use this API to modify a sub-task associated with a task template with new, updated, or corrected information (e.g. updating the default assigned users, fixing a typo).

List Sub-Task For Template

Owners use this API to view all sub-tasks associated with a specified template. Returns all sub-tasks currently attached to the template (isDeleted = false).

Remove Sub-Task From Template

Owners use this API to remove a sub-task from a task template.