Productive Developer

Create a new template. The attributes.target_type field is a discriminator that selects one of four creation paths, each with its own required model_attributes shape and permission check.

target_type	Creates	Required `model_attributes` keys	Permission
`project`	Empty workspace (no copy support — see `/projects/copy`)	`client_id`, `project_manager_id`, `project_type_id`, `workflow_id`	`projects.manage` (project manager)
`budget`	New quote (or copies one when `target_id` is set)	none required; optional `editor_config`, `tracking_type_id`, `color_id`	`can_manage_budgets?`
`deal`	New quote (or copies one when `target_id` is set)	none required; optional `editor_config`, `color_id`, `retainer_interval` / `retainer_interval_count` (retainer feature only)	`can_manage_deals?`
`page`	New page (or copies one when `target_id` is set); supports `copy_attributes.copy_memberships` and `copy_attributes.copy_subpages`	none	`can_manage_docs?`

Create a project template (fresh workspace)

{
  "data": {
    "type": "templates",
    "attributes": {
      "name": "Onboarding playbook",
      "description": "Standard intake project for new clients.",
      "target_type": "project",
      "model_attributes": {
        "client_id": 412,
        "project_manager_id": 13,
        "project_type_id": 2,
        "workflow_id": 1,
        "project_color_id": 5
      }
    }
  }
}

Create a budget template (fresh quote)

{
  "data": {
    "type": "templates",
    "attributes": {
      "name": "Standard retainer scaffold",
      "target_type": "budget",
      "model_attributes": {
        "tracking_type_id": 1,
        "color_id": 5
      }
    }
  }
}

Create a budget template by copying an existing budget

{
  "data": {
    "type": "templates",
    "attributes": {
      "name": "Q3 enterprise migration template",
      "target_type": "budget",
      "target_id": "98231",
      "model_attributes": { "color_id": 5 }
    }
  }
}

Create a deal template

{
  "data": {
    "type": "templates",
    "attributes": {
      "name": "Standard outbound deal",
      "target_type": "deal",
      "model_attributes": {
        "color_id": 5,
        "retainer_interval": "month",
        "retainer_interval_count": 12
      }
    }
  }
}

Create a page template by copying an existing page

{
  "data": {
    "type": "templates",
    "attributes": {
      "name": "Engineering RFC template",
      "target_type": "page",
      "target_id": "55421",
      "copy_attributes": { "copy_memberships": false, "copy_subpages": true }
    }
  }
}

Save as Template — to create a project template from an existing project (boards, tasks, settings copied), use POST /projects/copy with attributes.copy_as_template: true. The target_type=project path on this endpoint only creates a fresh, empty template.

/api/v2/templates

Description

Create a project template (fresh workspace)

Create a budget template (fresh quote)

Create a budget template by copying an existing budget

Create a deal template

Create a page template by copying an existing page