Bulk create tasks

Bulk-creates up to 100 tasks inside a project. Pass exactly one of bulk_tasks or checklist_template_id. The request is all-or-nothing - if any task is invalid, no tasks are created and the response includes the failing array indices.

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Path Params
integer
required

ID of the project to create tasks for.

Body Params
bulk_tasks
array of objects
required
length between 1 and 100
bulk_tasks*

Same fields as Create task. name is required except on contact_info_verification and ez_sign tasks, where it must be omitted.

string

Name of the task

string

Description of the task - supports limited subset of HTML <b>, <ul>, <li>, <br>, and <a>.

date-time | null

When the task is due (ISO 8601). Optional.

integer | null

Document type to file the task under - see GET /document_categories.

string
enum

Omit for a plain task. See Task types. Set per row, so one request can mix types.

Allowed:
string
^\d+(\.\d{1,2})?$

Invoice tasks only, and required for them. Amount the client owes in dollars, as a plain decimal string with at most two decimal places - e.g. "1250.00". Must be greater than 0 and no more than 99999.

verification_types
array of strings
length ≥ 1

contact_info_verification tasks only, and required for them.

verification_types
Allowed:
integer

ez_sign tasks only, and required for them.

boolean

ez_sign tasks only. Defaults to the template's setting.

integer

ID of a checklist template belonging to the firm. Every task in the template will be created in template order, including the types bulk_tasks cannot create - questionnaires and worksheets.

Responses

404

checklist_template_id does not belong to the firm or does not exist.

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Response
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application/json