---
title: "Create todo template"
method: POST
path: "/admin/todo_templates"
tags: ["Todo templates"]
---

# Create todo template

`POST /admin/todo_templates`

## Request

- Base URL: `https://api.pipelinecrm.com/api/v3`
- URL: `https://api.pipelinecrm.com/api/v3/admin/todo_templates`
- Auth: one of:
  - HTTP bearer
  - HTTP bearer and API key in header `app-key`
  - API key in query parameter `api_key` and API key in query parameter `app_key`

## Request body

- object
  - `todo_template` TodoTemplateWritable
    - `created_at` string: Timestamp when the record was created (time zone in user's time zone).
    - `updated_at` string: Timestamp when the record was last touched (time zone in user's time zone).
    - `name` string: The name of the todo template
    - `template_type` 'companies' | 'customers' | 'deals' | 'people'
    - `todo_template_types_attributes` object[]
      - `account_id` integer
      - `template_type` 'companies' | 'customers' | 'deals' | 'people'
    - `is_default` boolean, nullable

## Response `200`

Successful Response

- TodoTemplateAll
  - `id` integer: Unique identifier
  - `account_id` integer
  - `todo_template_items` object[]: The todo template items belonging to this todo template
    - `description` string
    - `days` integer
    - `event_category` object
      - `id` integer
      - `name` string
  - `created_at` string: Timestamp when the record was created (time zone in user's time zone).
  - `updated_at` string: Timestamp when the record was last touched (time zone in user's time zone).
  - `name` string: The name of the todo template
  - `template_type` 'companies' | 'customers' | 'deals' | 'people'
  - `todo_template_types_attributes` object[]
    - `account_id` integer
    - `template_type` 'companies' | 'customers' | 'deals' | 'people'
  - `is_default` boolean, nullable

## Other responses

- `403`: The credentials are valid but this user may not perform the action (permissions, a read-only token, or API access switched off).

---

[API](https://skmtc.dev/pipelinecrm/apis/pipeline-crm-api.md) · [All operations](https://skmtc.dev/pipelinecrm/apis/pipeline-crm-api/llms.txt) · [OpenAPI document](https://skmtc.dev/pipelinecrm/apis/pipeline-crm-api/revisions/53ebfcc83597?raw)