openapi: 3.0.0 info: title: Clio API Documentation Activities Task Templates API contact: name: Clio API Support email: api@clio.com description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n" version: v4 x-logo: url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png servers: - url: https://app.clio.com/api/v4 description: US region Production Server - url: https://eu.app.clio.com/api/v4 description: Europe region Production Server - url: https://ca.app.clio.com/api/v4 description: Canada region Production Server - url: https://au.app.clio.com/api/v4 description: Australia region Production Server tags: - name: Task Templates description: 'Task Templates are the individual [Tasks](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Tasks) which comprise a [Task Template List](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Task-Template-Lists). [Support Link](https://help.clio.com/hc/en-us/articles/9206286672155-Task-Lists) ' paths: /task_templates.json: get: tags: - Task Templates summary: Return the data for all TaskTemplates operationId: TaskTemplate#index description: Outlines the parameters, optional and required, used when requesting the data for all TaskTemplates parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: created_since in: query description: Filter TaskTemplate records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp). required: false schema: type: string format: date-time - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string - name: ids[] in: query description: Filter TaskTemplate records to those having the specified unique identifiers. required: false schema: type: integer format: int64 - name: limit in: query description: 'A limit on the number of TaskTemplate records to be returned. Limit can range between 1 and 200. Default: `200`.' required: false schema: type: integer format: int32 - name: order in: query description: 'Orders the TaskTemplate records by the given field. Default: `id(asc)`.' required: false schema: type: string enum: - assignee.name(asc) - assignee.name(desc) - days_from_assignment(asc) - days_from_assignment(desc) - id(asc) - id(desc) - name(asc) - name(desc) - permission(asc) - permission(desc) - priority(asc) - priority(desc) - name: page_token in: query description: A token specifying which page to return. required: false schema: type: string - name: priority in: query description: Filter TaskTemplate records to those with the given priority. required: false schema: type: string enum: - high - normal - low - name: query in: query description: Wildcard search for `name` matching a given string. required: false schema: type: string - name: task_template_list_id in: query description: The unique identifier for a single TaskTemplateList. The keyword `null` is not valid for this field. The list will be filtered to include only the TaskTemplate records with the matching property. required: false schema: type: integer format: int64 - name: updated_since in: query description: Filter TaskTemplate records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp). required: false schema: type: string format: date-time responses: '200': description: Ok content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/TaskTemplate_List' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' post: tags: - Task Templates summary: Create a new TaskTemplate operationId: TaskTemplate#create description: Outlines the parameters and data fields used when creating a new TaskTemplate parameters: - name: X-API-VERSION in: header description: 'The [API minor version](#section/Minor-Versions). Default: latest version.' required: false schema: type: string - name: fields in: query description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields). required: false schema: type: string responses: '201': description: Created content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/TaskTemplate_Show' '400': description: Bad Request content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '403': description: Forbidden content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '404': description: Not Found content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '422': description: Unprocessable Entity content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '401': description: Unauthorized content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' '429': description: Too Many Requests content: application/json; charset=utf-8: schema: $ref: '#/components/schemas/Error' requestBody: description: Request Body for Task Templates content: application/json: schema: type: object required: - data properties: data: type: object properties: cascading: type: boolean description: Determines if the TaskTemplate has a due date that is derived from another TaskTemplate. (Note that if false, no other cascading information will be checked) cascading_offset: type: integer format: int32 description: The amount of time that will differentiate the cascaded TaskTemplate from its parent. cascading_offset_polarity: type: string enum: - Before - After description: Determines whether or not the cascading_offset occurs before or after its parent. cascading_offset_type: type: string enum: - CalendarDays - CalendarWeeks - CalendarMonths - CalendarYears - BusinessDays description: Determines the quantity of the cascading offset (e.g. CalendarDays, CalendarWeeks etc.) cascading_source: type: object properties: id: type: integer format: int32 description: The unique identifier for a single TaskTemplate associated with the TaskTemplate. The keyword `null` is not valid for this field. description: type: string description: Longer description of the TaskTemplate. This TaskTemplate supports rich text when the `description_text_type` field is set to `rich_text`. 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