Decknote

Restores an archived board the user owns to everyone's dashboard.

Brings an archived client back to the active list. The free plan's limit of 2 active clients applies.

Puts an archived task back on its list.

Revokes one of the user's API tokens (apiTokenId) or disconnects a connected app (appClientId), as listed in the account. Whatever used it stops working at once, including this connection if it is the one in use. Needs confirm: true; without it the result is a preview. New tokens are only created by the user, in Settings.

Turns off one of a board's embeds: the app showing it loses access at its next request. Needs confirm: true; without it the result is a preview.

Turns a document's public link off: the client can no longer open the document until a new link is made. The document itself is unchanged. Needs confirm: true; without it the result is a preview.

Saves a project's shape as a template: its lists, open tasks (title, estimate, billable, labels, checklists with the items unticked, due dates as days from the start), labels and billable default. Its people, comments, logged time, descriptions, attachments and client are left out. The budget and the hourly rate are saved only with includeMoney. Only the project owner. The free plan keeps 1 saved template; Pro has no limit.

Saves a task's description and labels as a reusable card template on its board.

Searches the open and completed cards of every board the user can access by text in title and description. Returns card ids, titles (with the board) and links.

Searches the user's tasks (cards) across boards by free text in title and description, and by board, list, status (open, completed, all or archived) and due date. Answers questions like what is still open, what was noted about something, or what is due soon.

Marks a draft as sent, gives it the next number and publishes its link: anyone who has the link can read the document (lines, amounts, the user's business details), and for an estimate answer it. Nothing is emailed. After that only the notes and the due date change. The draft needs a client name, at least one line and a total above zero. Needs confirm: true and amount equal to the total; without them the result is a preview.

Turns a board rule on or off without deleting it.

Sets the user's own preferences for a board: favorite (starred) and muted (no notifications from it). Affects only the user.

Sets what one person is billed at on one project the user owns, over the project's, the client's and their default. null goes back to those. It applies to hours logged from then on. The person must be able to log time there. A Pro feature.

Sets how many hours a week the user can work, which the workload view compares their planned work with: 40, 37.5 or 37:30; 0 for someone who is away, at most 168. Only the user's own: there is no way to set another person's.

Archives a page (it leaves the list, becomes read-only and loses its pin) or restores it. Only the project owner.

Pins a page to the top of its list, or unpins it. Only the project owner; an archived page cannot be pinned.

Turns a board's public read-only link on or off, or issues a new one so the old one stops working. Anyone with the link can view the board without an account. Owner only. Needs confirm: true; without it the result is a preview.

Assigns or unassigns board members on a task. Assigning someone other than the user sends them a push and an email, as in the app, so it needs confirm: true and returns a preview without it; self-assigning and unassigning don't.

Sets whether time logged on a task is billable to the client (true or false), or makes it follow the project's default (null). Applies to time logged from then on; entries already logged keep their setting. Needs the editor role on the project.

Sets how long a task is expected to take, or clears it with null. Written with a unit: 4h, 1h30, 90m, 1.5h (a bare number is minutes); up to 10,000 hours. Needs the editor role on the project.

Sets a custom field's value on a task, or clears it with null. text: any text; number: a number; select: one of its options; checkbox: true or false; date: YYYY-MM-DD.

Adds and/or removes labels of the task's board on a task. Adding a label runs the board's 'label added' rules, as in the app.

Shows a task on the project's client portal, or stops showing it. Visitors read the task's title, whether it is done, in progress or late, and its due date, and can comment on it; descriptions, files, people, time and money are not shown. Making it visible needs confirm: true (without it the result is a preview); hiding it does not. Needs the editor role on the project.

Sets what a person is billed at by default on the user's projects (hourlyRate) and what an hour of theirs costs the user (hourlyCost), per hour. They apply to hours logged from then on: each hour keeps the rate and cost it had when it was logged, unless the user applies the new ones to the hours already logged. null clears a value. The rate is the last resort: the person's rate on a project, then the project's, then the client's come first. A Pro feature.

Sets the rules that close logged hours on all the projects the user owns, which change what every person on them can do: lockedUntil, a day (YYYY-MM-DD, up to today) closes every day on or before it for everybody, the user included, until the date is changed; editWindowDays, a whole number of days (0 to 366), limits how far back people other than the user can fix their own hours (0 = only today). null clears a rule; a field left out stays. Setting rules is a Pro feature; turning them off is allowed on every plan, and rules already set keep protecting the hours if the plan lapses. Needs confirm: true; without it the result is a preview that says how many hours get frozen.

Sets after how many hours a running timer sends the user a notification (and a push to their devices), once per timer: 0 turns it off; otherwise between 0.5 and 24 hours (the Time page offers 4, 8, 10 and 12). It only tells the user: the timer keeps running. Available on every plan.

Shares a board the user owns with someone by email, as EDITOR or VIEWER. People with an account get access right away; others get an invitation link by email and join when they open it. Decknote emails them either way, so it needs confirm: true; without it the result is a preview. Sharing is a Pro feature on the web (one flat price, not per person).

Shows a board as an interactive kanban that updates live while the conversation is open: lists and cards with labels, due dates, checklist progress and assignees, where the user can drag cards between lists, complete them and add new ones. Without boardId it shows the board the user changed most recently. Clients that can't display it get the same board as JSON.

Reorders a list's cards by due date (soonest first, undated last), by title (A to Z) or by creation (newest first).

Starts an upgrade to Decknote Pro (14-day free trial, then US$9/month or US$90/year) by creating a Stripe Checkout link where the user pays; this tool charges nothing. Without confirm: true it returns the exact price and changes nothing; with confirm: true, amount has to equal that price. Accounts billed through Shopify are upgraded from the Shopify admin, not here.

Starts the user's time tracker on a project, optionally on one of its tasks. There is one timer per person: a timer already running is stopped and its time kept first (a timer stopped within 30 seconds is dropped as an accidental click). The hours are the time elapsed when it stops, rounded to the minute and capped at 16 hours. Needs the editor role on the project.

Stops the user's running timer and keeps the elapsed time as a time entry. A timer stopped within 30 seconds is dropped as an accidental click. Says so when no timer was running.

Hands in the user's week of hours (give any day of it; weeks run Monday to Sunday) for approval to each owner of the projects the user logged hours on that week, or only to ownerId. From then on the user cannot add, change or delete their hours of that week on those projects until the owner rejects it or the user withdraws it, and an approved week stays closed. A week can be submitted from its Monday on, a timer running in that week has to be stopped first, and a week already submitted or approved stays as it is. Each owner gets a notification. The owner's plan has to include it (Pro). Needs confirm: true; without it the result is a preview with the hours for each owner.

Sends a test to one of the account's webhooks now and returns how it went (ok, HTTP status, error): a sample of the first event type it sends, marked "test": true (a Slack channel gets a line saying it is connected). Needs confirm: true, since it sends to an address outside Decknote; without it the result is a preview.

Hands a board the user owns to one of its members: they become the owner (their plan then decides the board's Pro features) and the user stays on as an editor. Needs confirm: true; without it the result is a preview.

Takes an import back: deletes its time entries and the clients, projects and tasks it created that nobody has used since (those that were used are kept, and the result counts them). Refused when some of the time was already invoiced, when it was already undone, and for the sample project. Needs confirm: true; without it the result is a preview.

Removes a relation between two tasks.

Changes the user's settings: display name, language (en, es, fr), time zone (IANA, e.g. America/Argentina/Buenos_Aires; the daily digest goes out in the user's morning) and which notifications they get (mention, assigned, comment, due; email turns emails on or off).

Sets or changes the user's billing details: business name (required the first time), address, tax id, email, phone, currency, prefixes and next numbers of invoices and estimates, default tax (percentage and name), payment terms in days, payment instructions and default notes; null clears an optional text. New documents copy these; documents already issued keep what they had.

Changes a board's title, icon (one emoji), cover color or background image (Pro; PNG, JPEG, WEBP or GIF up to 5 MB, base64-encoded), or removes the background. Needs edit access to the board.

Renames a checklist or moves it among the task's checklists (index 0 = top).

Checks or unchecks a checklist item, or changes its text.

Changes a client's name, contact details, currency, default hourly rate or notes; null clears an optional field. A new rate applies to time logged from then on: entries already logged keep the rate they were logged with.

Turns a project's client portal on or off and sets what it shows: tasks, hours (hours only; rates and money are left out), the list of sent documents, whether clients may comment, a welcome text and the studio name shown on the page and on answers. The first time it creates the portal and its link, on. Turning it on or changing what an enabled portal shows publishes that to anyone with the link and needs confirm: true (without it the result is a preview); turning it off does not. A Pro feature, except turning an existing portal off. Only the project owner.

Renames a custom field or changes a select field's options. Removing an option that cards use clears it from them, which needs confirm: true; without it the result is a preview.

Changes an expense that is not yet on an invoice: description, amount, day, category, vendor, billable, markup (project owner only) or its task (null removes it). The person who logged it and the project owner can change it.

Changes a document. A draft takes every field (client, dates, currency, tax, discount, notes, terms, who it is for, project and the whole list of lines, which replaces the current ones); once sent only the notes and the due date change; once paid or answered, only the notes. Totals are recomputed on the server. null clears an optional field.

Renames or recolors a label; the change shows on every card that has it.

Renames a list, sets its WIP limit (Pro; null clears it) or moves it to another position among the board's lists (index 0 = first). Needs edit access to the board.