Todos

Endpoints for managing todos and task tracking within RoofLink.

Supported Todo Operations

This category includes the following operations:

Querying Todos

• List Todos: Retrieve a paginated list of todos with comprehensive filtering options including priority, tags, assigned user, job association, completion status, and date ranges. Supports case-insensitive search on todo names.
• Get Todo Details: Retrieve detailed information for a specific todo including name, description, priority, assigned user, associated job, tags, and completion status.
• Get Job Todos: Retrieve all todos associated with a specific job.

Managing Todo Data

• Create Todo: Create a new todo with name, description, priority level, assigned user, associated job, due date, and custom tags.
• Update Todo: Perform a full update of a todo's information including all fields.
• Partially Update Todo: Update specific fields of a todo without providing the complete todo object.
• Delete Todo: Permanently delete a todo from the system.

Completing Todos

• Mark Todo Complete: Mark a todo as completed, automatically recording the completion date and time.

Todo Priority Levels

Todos support four priority levels:

• L: Low priority
• M: Medium priority
• H: High priority
• U: Urgent

Permission Requirements

• Employee users: Can access all todos in their company
• Crew users: Can only access incomplete todos where they are the assigned user or creator

Todo Features

Filtering and Search

The todo list endpoint supports extensive filtering capabilities:

• Filter by priority level (Low, Medium, High, Urgent)
• Filter by custom tags
• Filter by assigned user
• Filter by associated job
• Filter by completion status (completed/incomplete)
• Filter by creation date range
• Filter by completion date range
• Search todos by name (case-insensitive)

Todo Organization

Todos can be organized using:

• Tags: Custom tags for categorization and filtering
• Priority: Four-level priority system for task prioritization
• Job Association: Link todos to specific jobs for project tracking
• User Assignment: Assign todos to specific team members
• Due Dates: Set due dates for task deadlines