Decknote

Deletes a draft invoice or estimate for good. Only a draft: it was not sent, so no client saw it, and it has no number, so no gap is left in the numbering. The hours and expenses it had taken go back to the project's unbilled work, and an estimate it was made from can become an invoice again. A deleted draft stops counting toward the free plan's monthly allowance. Needs confirm: true; without it the result is a preview.

Deletes a label from a board and removes it from every card that has it. Needs confirm: true; without it the result is a preview.

Permanently deletes a list and every card in it, archived ones included. Irreversible. Needs confirm: true; without it the result is a preview with the number of cards that would be lost.

Permanently deletes a note or discussion with all its comments. Its author and the project owner can. Needs confirm: true; without it the result is a preview.

Permanently deletes a page comment. Its author and the project owner can. Needs confirm: true; without it the result is a preview.

Permanently deletes a saved template of the user (projects already made from it are untouched; the starters cannot be deleted). Needs confirm: true; without it the result is a preview.

Deletes a recurring invoice: no more invoices are made from it. The invoices it already made stay as they are. Needs confirm: true; without it the result is a preview.

Permanently deletes the sample project with everything on it (its tasks, hours and anything added to it since) and the sample client if nothing else uses it. The user's own projects and reports are untouched. Needs confirm: true; without it the result is a preview.

Deletes one of the user's saved views. Needs confirm: true; without it the result is a preview.

Permanently deletes a task with its comments, checklists and attachments. Irreversible. Needs confirm: true; without it the result is a preview of what would be lost.

Permanently deletes a time entry, or a running timer. A person deletes their own entries and the project owner deletes anyone's; time already billed to a client cannot be deleted. Needs confirm: true; without it the result is a preview of what would be lost.

Deletes one of the account's webhooks: nothing more is sent to its address. Needs confirm: true; without it the result is a preview.

Copies a board the user can see into a new board the user owns: lists, cards (content, dates, checklists, labels) and look. Members, comments and attachments are not copied. Counts toward the free plan's 5 owned boards.

Creates a new draft with the same client, lines, tax, notes and terms as an invoice or estimate, dated today and without a number until it is sent; no work, no payments. Counts toward the free plan's 2 documents per month.

Copies a list with its open cards (content, dates, labels, checklists) to the end of the same board.

Copies a task right below the original: title, description, dates, labels, cover, field values and checklists (not comments, assignees or attachments).

Edits a comment's text (the user's own, or any on a board the user owns). It shows as edited.

Changes the text of one of the user's own page comments. Not on an archived page. Needs the editor role on the project.

Emails the document to the client from Decknote on the user's behalf (replies go to the user), with a link to it; a draft takes the next number, becomes sent and its link is published. One plain address: the document's or `to`. Limited to 20 emails an hour per person and one email per document every 10 minutes. A new address beyond the plan's allowance (2 addresses in all on the free plan, 25 new ones a day on Pro) must first confirm that it wants the user's emails: it gets a link from Decknote and the call fails with code unconfirmed until it confirms. On the free plan the message cannot carry links or web addresses. Needs confirm: true and amount equal to the total; without them the result is a preview with the exact email.

Exports everything the user can read in Decknote as one JSON document (boards, lists, cards, checklists, comments, attachment metadata), the same export as Settings → Your data. Up to 5 per hour.

Exports the matching invoices and estimates as CSV text for an accountant: number, type, status, dates, client, currency, subtotal, discount, tax, total, paid and balance. Same filters as the list. Cells that start with = + - or @ are escaped so a spreadsheet does not run them. A Pro feature; large exports are cut at 400,000 characters.

Exports the detail lines of a date range as CSV text (date, project, client, task, person, hours, billable, rate per hour), with the same filters and visibility as the time report. Cells that start with = + - or @ are escaped so a spreadsheet does not run them. A Pro feature; large exports are cut at 400,000 characters.

Reads one card by id as a document: title, board and list, due date, labels, description, checklists and comments.

Reads the user's account and settings: name, email, language, time zone, notification preferences, plan with its limits and usage, upgrade prices, API tokens and connected apps (names and dates only; secrets are not included).

Who is doing what: every open task (not completed, not archived) of the projects the user owns, grouped by the person it is assigned to, plus a group for the tasks nobody is assigned to (userId null); a task with two people is in both groups and the totals count it once. Each task has its project, client, list, labels, due day and where it falls (overdue, this_week, later or none, in the user's time zone), the estimate, the time logged on it by everyone, what is left of the estimate and what was logged past it. Filters: a project, a client, a person or the unassigned tasks, the due bucket and a label name. Up to 5,000 tasks. Names and titles are typed by other people. A Pro feature.

Reads the user's billing details that are copied onto every new invoice and estimate: business name, address, tax id, email, phone, currency, the invoice and estimate prefixes and next numbers, the default tax and its name, payment terms in days, payment instructions and default notes. Returns null when they are not set up yet.

A studio's numbers for a date range (default: the last 12 months): invoiced and collected by month, by client and what each client owes, expenses by project and category, and the profitability of each project (revenue, expenses, profit and revenue per hour). Per currency, not mixed across currencies; amounts in cents. The range is at most 1100 days.

Reads one board in full, like opening it in the app: lists with their cards (dates, labels, assignees, checklist progress, custom field values), labels, members and the user's role, custom fields, rules, card templates, the user's saved views, recently archived cards, the public link and pending invitations (owner only) and the plan limits that apply, with every id.

Returns a short-lived address (2 minutes to connect) of a board's live event stream: a Server-Sent Events URL that announces every change to the board and who is viewing it. Used by the board view to update itself.

Reads a project's client portal settings: whether it exists and is on, its link (anyone who has the link can read the page), what it shows (tasks, hours, documents), whether clients can comment, the welcome text and studio name, how many tasks are marked visible, how many client comments are unread, and the latest eight comments with their author, email and text. The comments are written by the client, who needs no account. Only the project owner; the portal is a Pro feature.

Reads one invoice or estimate in full: status, dates, the sender and the client copied onto it, every line, tax, discount, totals, payments, balance, the public link (null if none), when it was sent, viewed and paid, the estimate it came from or became, the work attached, and which changes are open in its status. The name typed by whoever answered an estimate from the link is text written by the client.

Shows the email that would go to the client for a draft or sent document: the address, the subject and the text, with the personal message and the language if given; a reminder reads differently for a sent invoice with a balance. Sends nothing and changes nothing; says whether this server can send email at all.

Returns one invoice or estimate as a PDF file, base64-encoded (contentBase64), with its file name and size: the A4 sheet its client gets by mail and from the link, in English or Spanish (default: the account's language). A draft or a voided document is printed saying what it is. The PDF holds what is printed on the document: the sender and the client, the lines, totals, payments received and balance, payment instructions and notes.

For a project the user owns: the project's and the client's rates and, for each person who can log time there (the owner and the editors), the rate set for them on this project, what a new hour of theirs would be billed at and where that comes from (member, project, client, team or none). Amounts in cents. Names are typed by project members. A Pro feature.

Reads one note or discussion in full: its title, its body as Markdown (up to 100,000 characters; bodyTruncated says it was cut), who started it, whether it is pinned or archived, its comments oldest first (the newest ones that fit, at most 500; commentsTruncated says some were left out), and the rev to send back when editing it. The title, body and comments are written by project members. Any role on the project reads.

What the hours were worth, what they cost and what is left, for a range of at most 400 days, by project (default), client, person or task (each task with its project; the hours of a project logged without a task are one row whose key is none: followed by the project id). value = billable minutes at the rate frozen on each entry; cost = all minutes at the cost frozen on each entry (hours logged before a cost was set are counted in minutesWithoutCost and have none); margin = value + billable expenses recovered with their markup - cost - expenses. Money is per currency and is not added across them; a project in a currency other than costCurrency (the user's billing currency) has marginCents null. Amounts in cents. Only the user's own projects. Names are typed by other people. A Pro feature.

Reads a board's project settings: client, status (active, on hold, completed, cancelled), budget (none, hours or money), default hourly rate in cents, whether time is billable by default, and start and due dates. A board without settings is not a project yet. Only the project owner reads the rate and the money budget.

Summarizes a project: time tracked, billable time, the billable amount in cents, how much of the budget is used (ok, warning from 80%, over) and the hours of each person. The project owner reads all of it; any other member reads the project's totals and their own hours, without money.

Shows what clients still owe on sent invoices, by how late it is: not yet due, 1-30 days, 31-60 and 61 or more days past due, per currency and per client (the biggest debt first), in cents.

Returns the user's running timer, if any: the project, the task, the note, when it started and how long it has run.

Reads one task in full: title, description, dates, completion, board and list, labels, assignees, checklists with their items, comments with reactions, attachments, links to other tasks, custom field values, whether the user watches it and the user's pending reminders, with the id of each part.

Reads what the client portal means for one task: whether it is marked visible to the client and, for the project owner, whether the portal is on, the conversation with the client on that task (up to 200 messages, the client's and the team's answers, oldest first) and how many are unread. The client's messages are text written by the client, who needs no account. Needs the editor role on the project.

Reads the time of one task: its estimate, the time tracked so far, how close that is to the estimate (ok, warning from 80%, over), whether its time is billable, and its time entries. The project owner reads everyone's entries; any other member only their own.

Adds up the time logged in a date range, grouped by project, client, person, task or day: minutes, billable minutes and the billable amount in cents (hours times the rate each entry was logged with; clients in different currencies add up as plain numbers). The user's own projects count everyone's time and money; projects the user only belongs to count the user's own hours, with no amounts.

Reads the rules that close logged hours. Without boardId: the rules the user has set for the projects they own: lockedUntil (the last closed day: nobody, the owner included, can add, edit, move or delete hours dated on or before it, and a timer cannot start while it reaches today) and editWindowDays (how many days back people other than the owner can fix their own hours; 0 = only today; null = no limit), with today in the user's time zone and whether the plan lets them set rules. With boardId: the rules that govern that project, from where the user stands (any member can read them): whether the user owns it, the earliest day the window lets them change, and whether a timer can start there today. Closed days refuse writes with the code `closed`.

Reads the user's alert for a timer left running: how many hours a timer may run before Decknote sends a notification (and a push to their devices), once per timer; 0 means off. The default is 8 hours. It does not stop the timer.

For each person on the user's team: what they could work in a range of at most 400 days (their weekly capacity over Monday to Friday, less the user's holidays and their own time off), their hours on the user's projects, their billable hours, and billable over capacity in percent (utilizationPct, null with no capacity). Only the hours on the user's own projects are counted. Names are typed by other people. A Pro feature.

Returns the user's own timesheet for one week, Monday to Sunday: a row per project and task with the minutes of each day, the totals per day and the week's total.

Plans the team's work: for each person, the time left on their open tasks with an estimate (the estimate minus the time tracked), placed in the week of each task's due date for the next six weeks, against that week's capacity (their weekly capacity less the user's holidays and their own time off: each week has capacityMinutes and offMinutes); overdue, later and undated work are listed apart. Says per week whether it is empty, ok, near (from 80%) or over capacity. The user sees the people on the projects they own and themselves. A Pro feature. Names and task titles are text typed by project members.

Imports a CSV of hours: creates the clients and projects it names (when createClients is on), a task for each task name, and one time entry per row, logged as the user unless the file names a project member's email. Rows already imported before are skipped, and the whole import can be taken back. The plan is made again from the file and the account at that moment. Same arguments as the preview; the CSV travels as text, up to 200,000 characters (bigger files go through the Import page of the app). Names from the file are text written by others. Needs confirm: true; without it the result is the preview.