Project templates
A project template is an object that allows new projects to be created with a predefined setup, which may include tasks, sections, rules, etc. It simplifies the process of running a workflow that involves a similar set of work every time.
Project templates in organizations are shared with a single team. Currently, the team of a project template cannot be changed via the API.
ProjectTemplateCompact
| Property | Type | Description |
|---|---|---|
gid | string | Globally unique identifier of the resource, as a string. |
resource_type | string | The base type of this resource. |
name | string | Name of the project template. |
Example JSON forProjectTemplateCompact:
{ "gid": "12345", "resource_type": "project_template", "name": "Packing list"}ProjectTemplate
| Property | Type | Description |
|---|---|---|
gid | string | Globally unique identifier of the resource, as a string. |
resource_type | string | The base type of this resource. |
name | string | Name of the project template. |
description | string | Free-form textual information associated with the project template |
html_description | string | The description of the project template with formatting as HTML. |
public | boolean | True if the project template is public to its team. |
owner | object | The current owner of the project template, may be null. |
owner.gid | string | Globally unique identifier of the resource, as a string. |
owner.resource_type | string | The base type of this resource. |
owner.name | string | Read-only except when same user as requester. The user's name. |
team | object | Ateam is used to group related projects and people together within an organization. Each project in an organization is associated with a team. |
team.gid | string | Globally unique identifier of the resource, as a string. |
team.resource_type | string | The base type of this resource. |
team.name | string | The name of the team. |
requested_dates[] | [object] | Array of date variables in this project template. Calendar dates must be provided for these variables when instantiating a project. |
requested_dates[].gid | string | Globally unique identifier of the date field in the project template. A value of1 refers to the project start date, while2 refers to the project due date. |
requested_dates[].name | string | The name of the date variable. |
requested_dates[].description | string | The description of what the date variable is used for when instantiating a project. |
color | string | Color of the project template.Click to show all enum values
|
requested_roles[] | [object] | Array of template roles in this project template. User Ids can be provided for these variables when instantiating a project to assign template tasks to the user. |
requested_roles[].gid | string | Globally unique identifier of the resource, as a string. |
requested_roles[].resource_type | string | The base type of this resource. |
requested_roles[].name | string | Name of the template role. |
Example JSON forProjectTemplate:
{ "gid": "12345", "resource_type": "project_template", "name": "Packing list", "description": "These are things we need to pack for a trip.", "html_description": "<body>These are things we need to pack for a trip.</body>", "public": false, "owner": { "gid": "12345", "resource_type": "user", "name": "Greg Sanchez" }, "team": { "gid": "12345", "resource_type": "team", "name": "Marketing" }, "requested_dates": [ { "gid": "1", "name": "Start Date", "description": "Choose a start date for your project." } ], "color": "light-green", "requested_roles": [ { "gid": "12345", "resource_type": "task", "name": "Designer" } ]}