Task list templates

Task list templates are reusable blueprints for creating task lists with predefined groups and tasks.

Returns information about a task list template

GET

https://moneybird.com/api/v2

/{administration_id}/task_list_templates/{id}{format}

Returns information about a task list template, including its groups and tasks.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Returns information about a task list template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Returns information about a task list template › Responses

A task list template

task_list_template_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

period

string | null

ISO 8601 duration string (e.g. "P1M" for one month, "P3M" for one quarter, "P1Y" for one year)

deadline_after

string | null

ISO 8601 duration string representing the deadline offset from the period end

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_group_response[]

GET/{administration_id}/task_list_templates/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_templates/:id:format \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499053866260629096",
  "administration_id": 123,
  "name": "Task list template #1",
  "description": "Template description",
  "period": "P1M",
  "deadline_after": null,
  "created_at": "2026-09-23T09:14:36.477Z",
  "updated_at": "2026-09-23T09:14:36.477Z",
  "groups": [
    {
      "id": "499053866263774826",
      "name": "Task list group #1",
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:14:36.479Z",
      "updated_at": "2026-09-23T09:14:36.479Z",
      "tasks": [
        {
          "id": "499053866264823403",
          "administration_id": 123,
          "name": "Task #1",
          "description": "Description 1",
          "row_order": 0,
          "completed_at": null,
          "report_type": null,
          "task_lists_group_id": "499053866263774826",
          "parent_task_id": null,
          "created_at": "2026-09-23T09:14:36.480Z",
          "updated_at": "2026-09-23T09:14:36.480Z",
          "assignee_id": null,
          "subtasks": [],
          "notes": [],
          "events": [
            {
              "administration_id": 123,
              "user_id": "499053793376207973",
              "action": "task_lists_task_created",
              "link_entity_id": null,
              "link_entity_type": null,
              "data": {},
              "created_at": "2026-09-23T09:14:36.482Z",
              "updated_at": "2026-09-23T09:14:36.482Z"
            }
          ]
        }
      ]
    }
  ]
}

json

application/json

Deletes a task list template

DELETE

https://moneybird.com/api/v2

/{administration_id}/task_list_templates/{id}{format}

Permanently deletes a task list template and all its groups and tasks.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Deletes a task list template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Deletes a task list template › Responses

Template deleted

No data returned

Updates a task list template

PATCH

https://moneybird.com/api/v2

/{administration_id}/task_list_templates/{id}{format}

Updates a task list template.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Updates a task list template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Updates a task list template › Request Body

object

Updates a task list template › Responses

Template updated

task_list_template_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

period

string | null

ISO 8601 duration string (e.g. "P1M" for one month, "P3M" for one quarter, "P1Y" for one year)

deadline_after

string | null

ISO 8601 duration string representing the deadline offset from the period end

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_group_response[]

PATCH/{administration_id}/task_list_templates/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_templates/:id:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "task_list_template": {
    "name": "Updated Template"
  }
}'

Example Request Body

{
  "task_list_template": {
    "name": "Updated Template"
  }
}

json

application/json

Example Responses

{
  "id": "499053865737389588",
  "administration_id": 123,
  "name": "Updated Template",
  "description": "Template description",
  "period": "P1M",
  "deadline_after": null,
  "created_at": "2026-09-23T09:14:35.977Z",
  "updated_at": "2026-09-23T09:14:35.997Z",
  "groups": [
    {
      "id": "499053865740535318",
      "name": "Task list group #1",
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:14:35.981Z",
      "updated_at": "2026-09-23T09:14:35.981Z",
      "tasks": [
        {
          "id": "499053865741583895",
          "administration_id": 123,
          "name": "Task #1",
          "description": "Description 1",
          "row_order": 0,
          "completed_at": null,
          "report_type": null,
          "task_lists_group_id": "499053865740535318",
          "parent_task_id": null,
          "created_at": "2026-09-23T09:14:35.981Z",
          "updated_at": "2026-09-23T09:14:35.981Z",
          "assignee_id": null,
          "subtasks": [],
          "notes": [],
          "events": [
            {
              "administration_id": 123,
              "user_id": "499053793376207973",
              "action": "task_lists_task_created",
              "link_entity_id": null,
              "link_entity_type": null,
              "data": {},
              "created_at": "2026-09-23T09:14:35.983Z",
              "updated_at": "2026-09-23T09:14:35.983Z"
            }
          ]
        }
      ]
    }
  ]
}

json

application/json

Creates a new group in a task list template

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_templates/{task_list_template_id}/groups{format}

Creates a new group in the specified task list template.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a new group in a task list template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_template_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a new group in a task list template › Request Body

object

Creates a new group in a task list template › Responses

Group created

task_list_group_response

id

identifier · pattern: ^\d+$

A unique record identifier

name

string | null

row_order

integer

report_type

string | null

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_task_response[]

List all task list templates of an administration

GET

https://moneybird.com/api/v2

/{administration_id}/task_list_templates{format}

Returns all task list templates in the administration.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

List all task list templates of an administration › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

List all task list templates of an administration › Responses

200

A list of task list templates

task_list_template_response[]

task_list_template_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

period

string | null

ISO 8601 duration string (e.g. "P1M" for one month, "P3M" for one quarter, "P1Y" for one year)

deadline_after

string | null

ISO 8601 duration string representing the deadline offset from the period end

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_group_response[]

GET/{administration_id}/task_list_templates{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_templates:format \
  --header 'Authorization: Bearer <token>'

Example Responses

[
  {
    "id": "499053865876850217",
    "administration_id": 123,
    "name": "Task list template #1",
    "description": "Template description",
    "period": "P1M",
    "deadline_after": null,
    "created_at": "2026-09-23T09:14:36.110Z",
    "updated_at": "2026-09-23T09:14:36.110Z",
    "groups": [
      {
        "id": "499053865879995947",
        "name": "Task list group #1",
        "row_order": 0,
        "report_type": null,
        "created_at": "2026-09-23T09:14:36.113Z",
        "updated_at": "2026-09-23T09:14:36.113Z",
        "tasks": [
          {
            "id": "499053865879995948",
            "administration_id": 123,
            "name": "Task #1",
            "description": "Description 1",
            "row_order": 0,
            "completed_at": null,
            "report_type": null,
            "task_lists_group_id": "499053865879995947",
            "parent_task_id": null,
            "created_at": "2026-09-23T09:14:36.114Z",
            "updated_at": "2026-09-23T09:14:36.114Z",
            "assignee_id": null,
            "subtasks": [],
            "notes": [],
            "events": [
              {
                "administration_id": 123,
                "user_id": "499053793376207973",
                "action": "task_lists_task_created",
                "link_entity_id": null,
                "link_entity_type": null,
                "data": {},
                "created_at": "2026-09-23T09:14:36.115Z",
                "updated_at": "2026-09-23T09:14:36.115Z"
              }
            ]
          }
        ]
      }
    ]
  }
]

json

application/json

Creates a new task list template

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_templates{format}

Creates a new task list template.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a new task list template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a new task list template › Request Body

object

Creates a new task list template › Responses

Template created

task_list_template_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

period

string | null

ISO 8601 duration string (e.g. "P1M" for one month, "P3M" for one quarter, "P1Y" for one year)

deadline_after

string | null

ISO 8601 duration string representing the deadline offset from the period end

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_group_response[]

POST/{administration_id}/task_list_templates{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_templates:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "task_list_template": {
    "name": "New Template"
  }
}'

Example Request Body

{
  "task_list_template": {
    "name": "New Template"
  }
}

json

application/json

Example Responses

{
  "id": "499053865682863628",
  "administration_id": 123,
  "name": "New Template",
  "description": null,
  "period": "P1M",
  "deadline_after": null,
  "created_at": "2026-09-23T09:14:35.926Z",
  "updated_at": "2026-09-23T09:14:35.926Z",
  "groups": [
    {
      "id": "499053865686009358",
      "name": null,
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:14:35.928Z",
      "updated_at": "2026-09-23T09:14:35.928Z",
      "tasks": []
    }
  ]
}

json

application/json

Task lists Tax rates