Reusable starting points for projects, budgets, deals, and pages. Each template wraps a real entity (its target) created with template semantics; the target_type discriminator determines the per-target shape required when creating a new template.
Color label assigned to the template.
Form-only copy-behavior flags applied when target_id is supplied. See the create endpoint for per-target options.
Timestamp of when the template was created.
Person who created the template.
Deal target when target_type is deal.
Timestamp marking soft deletion. Non-null values mean the template is in Trash and recoverable via the /deleted_items endpoint.
Free-text note attached to the template.
Numeric identifier of the template.
Form-only polymorphic input bag. Required keys depend on target_type — see the create endpoint description for the per-target schema.
Display name of the template. Required on create. Updates also rename the wrapped target.
Page target when target_type is page.
Project this template was scoped under (denormalized via the wrapped target).
Project identifier — filterable to scope templates to a specific project context.
Free-text query — matches against the wrapped target name.
Id of the wrapped target.
Identifies which entity type the template wraps. On create, selects the per-target model_attributes shape. task is read-only.
budget
deal
project
page
task
Task target when target_type is task.
Filter-only field — limits task templates (target_type=task) to those whose underlying task belongs to the given project.
Timestamp of the most recent change to the template.