Entity · task_templates

Task Template Schema

Schema-ID

task_template

Collection

task_templates

Permissions

Lesentask_template_view
Anlegentask_template_create
Änderntask_template_edit
Löschentask_template_delete

Felder

Task Template Schema

task_templates4 Permissions

Reusable, versioned blueprint for repeating MSP workflows (ADR 0138). Sub-templates are referenced by id, not duplicated. Executions materialize as a tree of `tasks` carrying templateId/templateVersion.

namestringerforderlich

1–120 Zeichen

slugstringoptional

Stable URL slug, unique per tenant

1–80 ZeichenPatternnullable

descriptionstringoptional

max 4000 Zeichennullable

categorystringerforderlich

Werte

onboardingrolloutwartungincidentcomplianceoffboardingallgemein

tagsstring[]optional

Default: []

usableInstring[]optional

Where the template is offered for selection (ticket/project/contract/task). Empty or missing = everywhere. Only applies to the root template, never to sub-template references.

unique itemsnullable

componentOnlybooleanoptional

Building block: offered only as a sub-template inside other templates, never on its own. Missing = false.

nullable

ownerOrgUnitIduuidoptional

nullable

visibilitystringerforderlich

Werte

tenantorg_unitprivate

defaultAssigneeIdsuuid[]optional

Internal user ids pre-assigned to the task created from this template

Default: []

defaultOrgUnitIduuidoptional

Team the task created from this template is pinned to

nullable

assigneeRuleobjectoptional

ADR 0561: role reference resolved to task.assigneeIds at instantiation and frozen there. Wins over defaultAssigneeIds on the same level; an explicit assigneeOverrides entry still wins over both.

nullable

taskTypestringoptional

Task type of the root task created from this template. Absent/null = TASK.

Werte

TASKSTORYBUGEPICSUBTASKMILESTONEnull

nullable

versionstringerforderlich

PatternDefault: "1.0.0"read-only

statusstringerforderlich

Werte

draftactivedeprecated

Default: "draft"read-only

replacedByIduuidoptional

read-onlynullable

changelogNotestringoptional

max 500 Zeichennullable

versionFamilyIduuidoptional

Groups all versions of the same template. First version sets its own _id as familyId.

read-onlynullable

estimateModestringerforderlich

Werte

fixedpert

Default: "fixed"

estimateMinutesintegeroptional

≥ 0nullable

pertOptimisticintegeroptional

≥ 0nullable

pertLikelyintegeroptional

≥ 0nullable

pertPessimisticintegeroptional

≥ 0nullable

bufferPercentintegeroptional

0 – 200Default: 0

dueOffsetobjectoptional

ADR 0831: due date of the root task relative to the target entity (start/end/created) or the instantiation instant (now). A caller-supplied dueDate wins.

Default: nullnullable

valueintegererforderlich

0 – 10000

unitstringerforderlich

Werte

mhdwmo

directionstringerforderlich

Werte

beforeafter

anchorstringerforderlich

Werte

startendcreatednow

anchorFieldstringoptional

Explicit dot path on the target entity that replaces the semantic anchor probing.

max 100 ZeichenPatternDefault: nullnullable

requiredSkillsobject[]optional

Default: []

skillIduuiderforderlich

minLevelstringerforderlich

Werte

BEGINNERINTERMEDIATEADVANCEDEXPERT

mandatorybooleanoptional

Default: true

helpfulSkillsobject[]optional

Default: []

skillIduuiderforderlich

minLevelstringerforderlich

Werte

BEGINNERINTERMEDIATEADVANCEDEXPERT

checklistTemplateIduuidoptional

nullable

inlineChecklistobject[]optional

Default: []

iduuiderforderlich

textstringerforderlich

1–300 Zeichen

requiredbooleanoptional

Default: false

orderintegeroptional

≥ 0

parentNodeIduuidoptional

Default: nullnullable

defaultAssigneeIduuidoptional

nullable

visibleIfobjectoptional

ADR 0511: this checklist row is only materialised when the condition holds. May reference `inputs[].key` and answers from earlier rows.

Default: nullnullable

answerKeystringoptional

Stable key under which this step's answer is recorded in `answers`. Conditions reference this, never the item index.

max 40 ZeichenPatternDefault: nullnullable

choiceobjectoptional

Scenario selector; each option carries its own completion actions.

Default: nullnullable

modestringoptional

Werte

singlemulti

Default: "single"

requiredbooleanoptional

Default: falsenullable

optionsobject[]erforderlich

Default: []

optionIduuiderforderlich

labelstringerforderlich

1–200 Zeichen

sortOrderintegeroptional

≥ 0nullable

injectobjectoptional

ADR 0511: picking this option inserts the referenced template's steps into THIS checklist (one record, one progress, one completion gate) instead of spawning a separate one.

Default: nullnullable

checklistTemplateIduuiderforderlich

groupedbooleanoptional

Render the inserted steps as a collapsible block under a parent step.

Default: true

answerKeyPrefixstringoptional

Namespace for the inserted template's answer keys, so inserting the same template twice cannot overwrite answers.

max 40 ZeichenPatternnullable

actionsobject[]optional

Default: []nullable

typestringerforderlich

1–64 Zeichen

paramsobjectoptional

nullable

labelstringoptional

nullable

phasestringoptional

Werte

onEnteronExitnull

nullable

inputobjectoptional

Typed answer step (ADR 0511). Renders an input instead of a checkbox; the value lands in `answers[answerKey]`.

Default: nullnullable

typestringerforderlich

Werte

textnumberdatebooleanselectentity_ref

entityTypestringoptional

max 64 Zeichennullable

optionsstring[]optional

Default: []nullable

requiredbooleanoptional

Default: false

unitstringoptional

max 20 Zeichennullable

minnumberoptional

nullable

maxnumberoptional

nullable

dueOffsetobjectoptional

ADR 0831: due date of this checklist row relative to the target entity; resolved into the checklist item at instantiation.

Default: nullnullable

valueintegererforderlich

0 – 10000

unitstringerforderlich

Werte

mhdwmo

directionstringerforderlich

Werte

beforeafter

anchorstringerforderlich

Werte

startendcreatednow

anchorFieldstringoptional

Explicit dot path on the target entity that replaces the semantic anchor probing.

max 100 ZeichenPatternDefault: nullnullable

knowledgeRefsobject[]optional

Default: []

typestringerforderlich

Werte

kb_articlefileurlvideo

refIdstringerforderlich

max 1000 Zeichen

labelstringerforderlich

max 200 Zeichen

rolestringoptional

Werte

guidereferencetraining

Default: "reference"

inlineTasksobject[]optional

Default: []

iduuiderforderlich

titlestringerforderlich

1–200 Zeichen

descriptionstringoptional

max 2000 Zeichennullable

orderintegererforderlich

≥ 0

parentNodeIduuidoptional

Default: nullnullable

taskTypestringoptional

Werte

TASKSTORYBUGEPICSUBTASKMILESTONEnull

nullable

optionalbooleanoptional

Default: false

estimateMinutesintegeroptional

≥ 0nullable

dueOffsetobjectoptional

ADR 0831: due date of this inline sub-task relative to the target entity.

Default: nullnullable

valueintegererforderlich

0 – 10000

unitstringerforderlich

Werte

mhdwmo

directionstringerforderlich

Werte

beforeafter

anchorstringerforderlich

Werte

startendcreatednow

anchorFieldstringoptional

Explicit dot path on the target entity that replaces the semantic anchor probing.

max 100 ZeichenPatternDefault: nullnullable

defaultAssigneeIdsuuid[]optional

Default: []

defaultOrgUnitIduuidoptional

nullable

assigneeRuleobjectoptional

nullable

blockedByNodeIdsuuid[]optional

Default: nullnullable

visibleIfobjectoptional

ADR 0511: the sub-task is only created when this condition holds against the instantiation inputs.

Default: nullnullable

subTemplatesobject[]optional

Default: []

iduuiderforderlich

templateIduuiderforderlich

versionPinstringoptional

Default: "latest"

orderintegererforderlich

≥ 0

optionalbooleanoptional

Default: false

parallelizablebooleanoptional

Default: false

quantitystringoptional

Werte

1per_assetper_userper_seat

Default: "1"

defaultAssigneeRolestringoptional

Werte

inheritproject_ownercustomer_contactunassigned

Default: "inherit"

defaultAssigneeIdsuuid[]optional

Default: []

defaultOrgUnitIduuidoptional

nullable

assigneeRuleobjectoptional

nullable

dueOffsetobjectoptional

ADR 0831: due date of this step relative to the target entity. Wins over the root rule of the referenced sub-template.

Default: nullnullable

valueintegererforderlich

0 – 10000

unitstringerforderlich

Werte

mhdwmo

directionstringerforderlich

Werte

beforeafter

anchorstringerforderlich

Werte

startendcreatednow

anchorFieldstringoptional

Explicit dot path on the target entity that replaces the semantic anchor probing.

max 100 ZeichenPatternDefault: nullnullable

conditionobjectoptional

nullable

fieldstringerforderlich

1–100 Zeichen

opstringerforderlich

Werte

eqneqinningtlt

valueanyerforderlich

visibleIfobjectoptional

ADR 0511: full AND/OR/NOT condition for this sub-template. Supersedes the single-leaf `condition`, which stays supported.

Default: nullnullable

blockedByNodeIdsuuid[]optional

Default: nullnullable

inputsobject[]optional

Default: []

keystringerforderlich

max 40 ZeichenPattern

labelstringerforderlich

1–100 Zeichen

helperTextstringoptional

max 200 Zeichennullable

typestringerforderlich

Werte

stringnumberselectasset_refparty_refdate

optionsstring[]optional

nullable

requiredbooleanoptional

Default: false

defaultanyoptional

deliverablesobject[]optional

Default: []

typestringerforderlich

Werte

screenshotdocumentconfigsignoffasset_change

labelstringerforderlich

1–200 Zeichen

requiredbooleanoptional

Default: false

billableByDefaultbooleanoptional

Default: true

defaultBillingModestringoptional

Werte

tmfixedflat

Default: "tm"

serviceArticleIduuidoptional

nullable

riskLevelstringoptional

Werte

lowmediumhigh

Default: "low"

requiresApprovalbooleanoptional

Default: false

approverRolestringoptional

max 60 Zeichennullable

complianceTagsstring[]optional

Default: []

recurringRulestringoptional

DEPRECATED (ADR 0224): legacy iCal RRULE string. Use `recurrence.rrule`. The worker prefers `recurrence` and falls back to this for old templates.

max 200 Zeichennullable

recurrenceobjectoptional

ADR 0224: template-level recurring schedule with fan-out target. Supersedes recurringRule.

Default: nullnullable

rrulestringerforderlich

iCal RRULE string.

1–300 Zeichen

timezonestringoptional

IANA TZ; null = tenant TZ.

max 64 Zeichennullable

targetobjectoptional

kindstringerforderlich

Werte

singularper_assetper_customer

Default: "singular"

assetFilterobjectoptional

per_asset: materialize one task per matching asset (linked via assetIds).

nullable

manufacturersstring[]optional

Default: []

schemaPatternsstring[]optional

Default: []

tagsstring[]optional

Default: []

customerFilterobjectoptional

per_customer: materialize one task per matching customer.

nullable

tagsstring[]optional

Default: []

contractIdsuuid[]optional

Default: []

maintenanceWindowobjectoptional

nullable

respectContractSlabooleanoptional

Default: false

earliestHourintegeroptional

0 – 23nullable

latestHourintegeroptional

0 – 23nullable

weekdaysOnlybooleanoptional

Default: false

healthTriggerobjectoptional

Optional asset-health/RMM trigger (Octoja) in addition to the calendar rule.

nullable

enabledbooleanoptional

Default: false

alertTypestringoptional

max 80 Zeichennullable

assetMetricstringoptional

max 80 Zeichennullable

lastMaterializedOccurrencedateoptional

Server-managed: YYYY-MM-DD of the last materialized occurrence (idempotency cursor).

nullable

assignmentRuleobjectoptional

ADR 0224: who gets assigned when a task is materialized from this template.

Default: nullnullable

strategystringerforderlich

Werte

rotationai_dispatchai_suggestfixed

poolobjectoptional

Candidate pool filter. Empty/absent → whole tenant (rotation) or global dispatch (ai_*).

nullable

orgUnitIdsuuid[]optional

Default: []

teamIdsuuid[]optional

Default: []

roleIdsuuid[]optional

Default: []

employmentTypesstring[]optional

Default: []

apprenticesOnlybooleanoptional

Default: false

requiredSkillIdsuuid[]optional

Default: []

explicitUserIdsuuid[]optional

Default: []

freeTextInstructionsstringoptional

Free-text rule appended to the LLM prompt. Only used by ai_* strategies (never by rotation).

max 4000 Zeichennullable

weightsOverrideobjectoptional

Per-template override of the tenant dispatch weights (ai_dispatch only).

nullable

skillMatchnumberoptional

0 – 100

availabilitynumberoptional

0 – 100

workloadnumberoptional

0 – 100

customerAffinitynumberoptional

0 – 100

slaUrgencynumberoptional

0 – 100

customerTiernumberoptional

0 – 100

geoProximitynumberoptional

0 – 100

languageMatchnumberoptional

0 – 100

rotationobjectoptional

nullable

balanceBystringoptional

Werte

countminutes

Default: "count"

avoidConsecutivebooleanoptional

Default: true

onUnavailablestringoptional

Werte

skipqueue

Default: "skip"

teachingPairobjectoptional

Pair a junior shadow with the matched senior. XP to junior, karma to both.

nullable

enabledbooleanoptional

Default: false

shadowApprenticesOnlybooleanoptional

Default: true

shadowSkillBelowLevelstringoptional

Werte

BEGINNERINTERMEDIATEADVANCEDEXPERT

nullable

xpToShadowbooleanoptional

Default: true

autoAssignModestringoptional

ai_* only: AI_FULL auto-assigns, AI_SUGGEST leaves unassigned with a suggestion.

Werte

AI_FULLAI_SUGGEST

nullable

fixedobjectoptional

nullable

assigneeRolestringoptional

max 60 Zeichennullable

userIduuidoptional

nullable

rewardsobjectoptional

ADR 0224: karma + skill-XP granted on completion of tasks from this template.

Default: nullnullable

karmaRewardintegeroptional

0 – 100000Default: 0

xpRewardsobject[]optional

Explicit per-skill XP override. Empty → fall back to the requiredSkills-derived XP.

Default: []

skillIduuiderforderlich

xpintegererforderlich

0 – 10000

requireVerifiedCompletionbooleanoptional

Anti-gaming: only grant rewards when deliverables/approval are satisfied, not on a bare status click.

Default: false

prerequisiteTemplateIdsuuid[]optional

Templates that must have a recent successful execution before instantiating this one (Pre-Flight v2 check).

Default: nullnullable

blockedByTemplateIdsuuid[]optional

ADR 0218: at instantiation into a project, this template’s root task is blocked by existing same-project root tasks of these templates.

Default: nullnullable

driftBaselineobjectoptional

Frozen baseline for drift detection. Set via /drift/apply-baseline or /drift/acknowledge.

Default: nullnullable

mediannumbererforderlich

≥ 0

q25numbererforderlich

≥ 0

q75numbererforderlich

≥ 0

computedAtdatetimeerforderlich

markedKnownAtdatetimeoptional

nullable

executionCountintegeroptional

≥ 0Default: 0read-only

avgActualMinutesCachenumberoptional

≥ 0read-onlynullable

p50ActualMinutesCachenumberoptional

≥ 0read-onlynullable

p90ActualMinutesCachenumberoptional

≥ 0read-onlynullable

lastExecutedAtdatetimeoptional

read-onlynullable

lastStatsComputedAtdatetimeoptional

read-onlynullable

Standard-Endpoints

Diese Resource folgt dem generischen CRUD-Vertrag der Plattform. Lesen Sie die Konventionen für Pagination, Idempotenz, Optimistic Locking und Audit. Die wichtigsten Endpoints:

GET /api/v1/task_templates — Liste, paginiert + filterbar
GET /api/v1/task_templates/<id> — Einzelne Entity
POST /api/v1/task_templates — Anlegen
PATCH /api/v1/task_templates/<id> — Teil-Update
DELETE /api/v1/task_templates/<id> — Soft-Delete
GET /api/v1/task_templates/<id>/timeline — Audit + Aktivitäten