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: []

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

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

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

defaultAssigneeIduuidoptional

nullable

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

optionalbooleanoptional

Default: false

estimateMinutesintegeroptional

≥ 0nullable

defaultAssigneeIdsuuid[]optional

Default: []

defaultOrgUnitIduuidoptional

nullable

blockedByNodeIdsuuid[]optional

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

conditionobjectoptional

nullable

fieldstringerforderlich

1–100 Zeichen

opstringerforderlich

Werte

eqneqinningtlt

valueanyerforderlich

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