Project Templates
Get a project template
Retrieve a project template by ID, including milestones, outcomes, and form fields.
GET
Get a project template
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Path Parameters
The project template ID
Query Parameters
Filter by book ID
Response
project template retrieved
The project template ID
Example:
"template123xyz"
The template title
Example:
"New Client Onboarding"
The project template GUID
Example:
"template-guid"
The related record kind this template supports
Available options:
household, contact, business The owning book ID, or null for company-wide templates
Previous
List projectsList active projects. Pass include_inactive=true or a status filter to include completed or cancelled projects.
Next
Get a project template