Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Tasks
How to plan, track, bill and finish work with tasks, including the board, subtasks, materials, time entries, comments and the task lifecycle.
Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Tasks
How to plan, track, bill and finish work with tasks, including the board, subtasks, materials, time entries, comments and the task lifecycle.
The /content hub for document and task templates with their lifecycles and automations, product brands, the product category tree, and organization tags.
Content holds the reusable building blocks that other features draw on. It lives under Resources > Content at /{orgSlug}/content and has four tabs:
| Tab | Route | Detail page | What it manages |
|---|---|---|---|
| Templates | /content/templates | /content/templates/[templateId] | Defaults for invoices, quotes, tasks, orders and purchase orders |
| Brands | /content/brands | /content/brands/[brandId] | Product brands and manufacturers |
| Tags | /content/tags | /content/tags/[tagKind]/[tagSlug] | Reusable labels for tasks, customers and products |
| Categories | /content/categories | /content/categories/[categorySlug] | The product category tree |
Each tab has a create page at /content/<tab>/create. Opening /content redirects to the first tab you have permission to view, and tabs you cannot view are hidden.
A template has a type, a language and optional default status for its type.
| Type | Used for |
|---|---|
| Invoice | New invoices, with default due days and selectable standard costs |
| Quote | New quotes, with default validity, closing text, email message, prefilled lines, and the option to create an order when accepted |
| Task | New tasks, seeding title, description, status, priority, assignees, tags, an optional customer and draft subtasks |
| Order | New orders, with default delivery and invoicing settings |
| Purchase order | New purchase orders, with purchase terms, a default receive location and the email to the supplier |
The language is English or Dutch. Quote and invoice templates also carry the title, introduction, closing, footer, currency, VAT mode, VAT regime, discount and terms and conditions as a URL, rich text or attached PDF. The default template of a type is used for new documents of that type. You cannot delete the last template of a type, and deleting a template does not affect documents already created from it.
The public product page and the product PDF use a fixed layout and do not read a template.
To use a template, choose From template in the New split button on the quote, invoice or task lists. See Quotes, Invoices and Tasks.
Every template has a Workflow tab at /content/templates/[templateId]/workflow with two sections.
Lifecycle sets the stages and automatic steps that records created from the template go through. The template follows the organization default lifecycle, or the platform default when the organization has none, unless you pick another one. Select Customize to make an organization copy of the lifecycle before you change it. For invoice templates, the Payment reminders editor shows the reminder ladder as a visual cadence. Each reminder is set in days relative to the due date, from -365 to 365, so a reminder can fire before the due date. A lifecycle can have up to 20 reminders, each on a unique day, with an optional custom email subject and message. Saving reminders publishes the lifecycle, including any unpublished changes made in the workflow editor.
Automations react to what happens to records from the template, while the lifecycle stays in charge of the status. The section lists:
| Starter | Template type | What it does |
|---|---|---|
| Big-ticket quote | Quote | Tells the team when a quote over 10,000 goes out |
| Viewed, not accepted | Quote | Reminds the team to follow up when a quote was viewed but not decided in 3 days |
| B2C 14-day letter | Invoice | Sends individual customers the 14-day letter once an invoice is overdue |
| Payment failed | Invoice | Flags the invoice and alerts the team when an online payment fails |
| Low stock reorder | Purchase order | Drafts a purchase order when stock runs low and sends it to the supplier |
| Purchase order overdue | Purchase order | Reminds the supplier and tells the purchaser when a purchase order is late |
| Back in stock | Order | Fills backorders when stock arrives and tells customers their order is complete |
| Prepaid order to picking | Order | Releases a prepaid order to picking as soon as it is paid |
| Ready for pickup | Order | Messages the customer when an order is ready for pickup, and reminds them after 7 days |
| Delivered, then invoice | Order | Invoices what was delivered and sends it, for orders invoiced on fulfillment |
Starters triggered by stock events, such as Low stock reorder and Back in stock, run for all products or all orders instead of being attached to one template. See Workflows for editing automations.
A brand has a name, slug, website, description, a logo and gallery images, and tags. Products link to one brand. Create one with New brand, or create it inline from a product's brand picker.
Deleting a brand removes its images and tag assignments. Products that used it keep their details but lose the brand link.
Categories form a tree that organizes products. A category has a name, slug, icon, description and an optional parent.
Deleting a category removes it from products, and its subcategories move to the top level.
Tags are reusable labels with a name, color and description. Each tag has a kind:
| Kind | Applied to |
|---|---|
| Task | Tasks |
| Customer | Customers |
| Product | Products |
Brands can carry tags as well. Create tags with New tag, or inline from a tag picker. A tag opens at /content/tags/[tagKind]/[tagSlug]. Deleting a tag removes all of its assignments.
| Key | Grants |
|---|---|
organization.templates.view, .create, .update, .delete | Manage templates |
organization.brands.view, .create, .update, .delete | Manage brands and brand images |
organization.categories.view, .create, .update, .delete | Manage categories |
organization.tags.view, .create, .update, .delete | Manage tags |
On the Workflow tab, customizing a lifecycle or adding a starter automation also needs organization.workflows.create, and editing reminders needs organization.workflows.update. See Access control.
listTags, getTag, createTag and updateTag. See MCP.Not yet available: MCP tools for templates, brands and categories.
All paths are under /api/v1/organizations/{organizationId}.
| Resource | Operations |
|---|---|
/templates | List, create, get, update, delete |
/brands | List, create, get, update, delete |
/product-categories | List, create, get, update, delete, move |
/tags | List, create, get, update, delete |
Last updated on
Products
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Tasks
How to plan, track, bill and finish work with tasks, including the board, subtasks, materials, time entries, comments and the task lifecycle.