Templates

Templates let you reuse work at three levels:

Board templates: a board marked as a template can be copied into a new board, with its stages, labels, custom fields and (optionally) tasks.
Stage templates: a stage marked as a template shows up in the "import stage" picker on other boards.
Task templates: a task marked as a template (task meta is_template = yes, set through the Tasks API) can be cloned into a new task.

Plugin source: Pro, except Import Stages From Board, which is free.

Endpoints

Method	Endpoint	Description
GET	`/templates`	List default and user board templates
GET	`/templates/default`	List default board templates
GET	`/templates/user`	List user board templates
GET	`/templates/preview`	Preview one board template
POST	`/templates/create-from`	Create a board from a template
GET	`/templates/task-creation-status`	Check async task copy progress
PUT	`/projects/{board_id}/make-template`	Mark a board as a template
PUT	`/projects/{board_id}/update-template-settings`	Update template description and category
PUT	`/projects/{board_id}/convert-to-board`	Turn a template back into a board
GET	`/projects/template-stages`	List template stages
PUT	`/projects/{board_id}/stage/{stage_id}/update-stage-template`	Toggle a stage's template flag
POST	`/projects/{board_id}/import-from-board`	Import stages from another board
GET	`/projects/get-template-tasks`	List template tasks
POST	`/projects/{board_id}/tasks/{task_id}/task-create-from-template`	Create a task from a template task

Board Template Summary Object

The list and preview endpoints return templates in this normalized shape.

Field	Type	Description
`id`	integer\|string	Board ID for user templates, remote ID (string) for default templates
`title`	string	Template title
`description`	string	`settings.template_description`, falling back to the board description
`category`	string	`settings.template_category`. Defaults to `custom` for user templates and `general` for default templates
`type`	string	Board type: `to-do` or `roadmap`
`background`	object\|null	`color`, `is_image`, `image_url`
`preview_image`	string	Cover image URL (default templates only)
`stages`	array	Active stages: `id`, `title`, `position`, `bg_color`
`labels`	array	Labels: `id`, `title`, `color`, `bg_color`, `color_preset`
`stages_count`	integer	Number of stages
`labels_count`	integer	Number of labels
`tasks_count`	integer	Number of active top-level tasks
`created_at`	string	Creation timestamp
`can_manage`	boolean	User templates only. True when the current user is an admin or manager of the template board

List Board Templates Pro

Return both default templates and the current user's templates. Requires a FluentBoards user (any board member).

http

GET /wp-json/fluent-boards/v2/templates

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "default_templates": [],
  "user_templates": [
    {
      "id": 12,
      "title": "Sprint Board",
      "description": "Two-week sprint workflow",
      "category": "engineering",
      "type": "to-do",
      "background": { "color": "#E3F2FD", "is_image": false, "image_url": null },
      "stages": [
        { "id": 40, "title": "Backlog", "position": 1, "bg_color": null },
        { "id": 41, "title": "In Progress", "position": 2, "bg_color": null },
        { "id": 42, "title": "Done", "position": 3, "bg_color": null }
      ],
      "labels": [
        { "id": 70, "title": "Bug", "color": "#FFFFFF", "bg_color": "#E17066", "color_preset": "red-bold" }
      ],
      "stages_count": 3,
      "labels_count": 1,
      "tasks_count": 8,
      "created_at": "2025-06-01T09:00:00+00:00",
      "can_manage": true
    }
  ]
}

Default templates

Built-in (default) templates are not shipped yet. The plugin currently returns an empty list for default_templates and for List Default Templates, and creating a board with template_type: "default" fails with Template not found.

List Default Templates Pro

Return the built-in templates only. Requires a FluentBoards user.

http

GET /wp-json/fluent-boards/v2/templates/default

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates/default" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "templates": []
}

List User Templates Pro

Return the boards marked as templates that the current user can access (to-do and roadmap boards). Requires a FluentBoards user.

http

GET /wp-json/fluent-boards/v2/templates/user

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates/user" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "templates": [
    {
      "id": 12,
      "title": "Sprint Board",
      "description": "Two-week sprint workflow",
      "category": "engineering",
      "type": "to-do",
      "background": null,
      "stages": [ { "id": 40, "title": "Backlog", "position": 1, "bg_color": null } ],
      "labels": [],
      "stages_count": 1,
      "labels_count": 0,
      "tasks_count": 8,
      "created_at": "2025-06-01T09:00:00+00:00",
      "can_manage": true
    }
  ]
}

Preview a Board Template Pro

Return one template with its stages, labels and tasks. Requires a FluentBoards user; user templates must be accessible to the current user.

http

GET /wp-json/fluent-boards/v2/templates/preview

Parameters

Parameter	Type	Required	Description
`template_type`	string	No	`default` or `user`. Default `default`
`template_id`	integer\|string	Yes	Board ID (user template) or remote template ID (default template)

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates/preview?template_type=user&template_id=12" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

The preview object has the summary fields plus tasks. Each task contains id, stage_id, title, description, position, status, priority, due_at, settings and label_ids.

json

{
  "preview": {
    "id": 12,
    "title": "Sprint Board",
    "description": "Two-week sprint workflow",
    "category": "engineering",
    "type": "to-do",
    "background": null,
    "stages": [ { "id": 40, "title": "Backlog", "position": 1, "bg_color": null } ],
    "labels": [ { "id": 70, "title": "Bug", "color": "#FFFFFF", "bg_color": "#E17066", "color_preset": "red-bold" } ],
    "tasks": [
      {
        "id": 501,
        "stage_id": 40,
        "title": "Set up CI",
        "description": "",
        "position": 1,
        "status": "open",
        "priority": "medium",
        "due_at": null,
        "settings": [],
        "label_ids": [70]
      }
    ],
    "stages_count": 1,
    "labels_count": 1,
    "tasks_count": 1,
    "created_at": "2025-06-01T09:00:00+00:00"
  }
}

Create a Board From a Template Pro

Create a new board from a template. The new board gets the selected stages, labels (or the default label set), the template's custom fields, its background, and any extra stages you add. When include_tasks is yes, tasks are copied in the background in batches; poll Get Task Creation Status to track progress.

Requires board creation permission (WordPress admin / FluentBoards manager, or members when "allow members to create boards" is on). For user templates the current user must also have access to the template board.

http

POST /wp-json/fluent-boards/v2/templates/create-from

Parameters

Parameter	Type	Required	Description
`title`	string	Yes	Title of the new board
`template_type`	string	Yes	`user` (a board marked as template) or `default`
`template_id`	integer\|string	Yes	Template board ID, or remote template ID
`include_tasks`	string	No	`yes` to copy tasks (user templates only). Default `no`
`include_labels`	string	No	`yes` to copy labels, `no` to create the default label set instead. Default `yes`
`selected_stage_ids`	array	No	Template stage IDs to keep. Omit to keep all stages; send `[]` to keep none
`additional_stages`	array	No	Extra stages to append, as objects with a `title` (max 100 characters)
`selected_labels`	array	No	Labels to create instead of copying all template labels. Each item: `label`, `bg_color`, `color`, `color_preset`, `source_id` (template label ID, used to keep task label links)

At least one stage must remain (selected or additional), otherwise the request fails with At least one stage is required.

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates/create-from" \
  -X POST \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Sprint 42",
    "template_type": "user",
    "template_id": 12,
    "include_tasks": "yes",
    "include_labels": "yes",
    "selected_stage_ids": [40, 41, 42],
    "additional_stages": [{ "title": "QA" }]
  }'

Example Response

board is the new board with its stages and labels loaded.

json

{
  "board": {
    "id": 31,
    "title": "Sprint 42",
    "type": "to-do",
    "settings": {
      "task_creation_status": "pending",
      "task_creation_total": 8
    },
    "stages": [ { "id": 120, "title": "Backlog", "position": "1.00" } ],
    "labels": [ { "id": 210, "title": "Bug", "bg_color": "#E17066" } ]
  },
  "message": "Board created successfully from template"
}

Get Task Creation Status Pro

Check the progress of the background task copy started by Create a Board From a Template. Requires a FluentBoards user.

http

GET /wp-json/fluent-boards/v2/templates/task-creation-status

Parameters

Parameter	Type	Required	Description
`board_id`	integer	Yes	ID of the board created from the template

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/templates/task-creation-status?board_id=31" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

status is pending, completed or failed (boards that never started a copy report completed). total is the number of tasks to copy and created is the number of tasks currently on the board.

json

{
  "status": "pending",
  "total": 8,
  "created": 5
}

Make a Board a Template Pro

Mark a board as a template (settings.is_template = true). Requires board manager.

http

PUT /wp-json/fluent-boards/v2/projects/{board_id}/make-template

Parameters

Parameter	Type	Required	Description
`template_description`	string	No	Saved to `settings.template_description`
`template_category`	string	No	Saved to `settings.template_category`

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/12/make-template" \
  -X PUT \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "template_description": "Two-week sprint workflow",
    "template_category": "engineering"
  }'

Example Response

json

{
  "board": {
    "id": 12,
    "title": "Sprint Board",
    "type": "to-do",
    "settings": {
      "is_template": true,
      "template_description": "Two-week sprint workflow",
      "template_category": "engineering"
    }
  },
  "message": "Board has been converted to a template"
}

Update Template Settings Pro

Change a template's description or category. Only the fields you send are changed. Requires board manager.

http

PUT /wp-json/fluent-boards/v2/projects/{board_id}/update-template-settings

Parameters

Parameter	Type	Required	Description
`template_description`	string	No	New description
`template_category`	string	No	New category

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/12/update-template-settings" \
  -X PUT \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{"template_category": "product"}'

Example Response

json

{
  "board": {
    "id": 12,
    "title": "Sprint Board",
    "settings": {
      "is_template": true,
      "template_description": "Two-week sprint workflow",
      "template_category": "product"
    }
  },
  "message": "Template settings updated successfully"
}

Convert a Template to a Board Pro

Remove the template flag, description and category from a board. Requires board manager.

http

PUT /wp-json/fluent-boards/v2/projects/{board_id}/convert-to-board

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/12/convert-to-board" \
  -X PUT \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "board": {
    "id": 12,
    "title": "Sprint Board",
    "settings": {}
  },
  "message": "Template has been converted back to a board"
}

List Template Stages Pro

Return every stage marked as a template (settings.is_template = true) on boards the current user can access. Admins see template stages from all to-do boards. Each stage includes its board.

http

GET /wp-json/fluent-boards/v2/projects/template-stages

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/template-stages" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "stages": [
    {
      "id": 10,
      "title": "Backlog",
      "board_id": 2,
      "type": "stage",
      "settings": {
        "default_task_status": "open",
        "is_template": true
      },
      "board": {
        "id": 2,
        "title": "Example Board",
        "type": "to-do"
      }
    }
  ]
}

Toggle Stage Template Pro

Flip settings.is_template on a stage. No body is needed.

http

PUT /wp-json/fluent-boards/v2/projects/{board_id}/stage/{stage_id}/update-stage-template

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/1/stage/12/update-stage-template" \
  -X PUT \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

{
  "stage": {
    "id": 12,
    "board_id": 1,
    "title": "To Do",
    "type": "stage",
    "position": "1.00",
    "settings": { "default_task_status": "open", "is_template": true },
    "created_at": "2025-01-01T00:00:00+00:00",
    "updated_at": "2025-01-01T00:00:00+00:00"
  },
  "message": "Stage updated successfully"
}

Import Stages From Board

Copy one or more stages, with their tasks, from other boards into this board. Imported stages are titled <original title> - imported. The current user must be a member of every source board (admins can import from any board). Plugin source: free.

http

POST /wp-json/fluent-boards/v2/projects/{board_id}/import-from-board

Parameters

Parameter	Type	Required	Description
`selectedStages`	array	Yes	Source stage IDs. All must exist and be active
`position`	integer	No	1-based position of the first imported stage. Defaults to the end of the board

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/1/import-from-board" \
  -X POST \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "selectedStages": [10, 11],
    "position": 2
  }'

Example Response

json

{
  "message": "Import successfully"
}

If any stage is missing, archived or on a board you cannot access, the request fails with 400 and Stage not found.

List Template Tasks Pro

Return active tasks marked as templates on boards the current user can access, with their assignees and labels. The response is a plain array.

http

GET /wp-json/fluent-boards/v2/projects/get-template-tasks

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/get-template-tasks" \
  -u "USERNAME:APPLICATION_PASSWORD"

Example Response

json

[
  {
    "id": 101,
    "board_id": 1,
    "stage_id": 10,
    "title": "Example Template Task",
    "status": "open",
    "assignees": [ { "ID": 1, "display_name": "John Doe" } ],
    "labels": [ { "id": 7, "title": "bug", "bg_color": "#999999" } ]
  }
]

Create a Task From a Template Pro

Create a new task by cloning a template task ({task_id}) into a stage of {board_id}. The new task is placed at the top of the stage. The current user must have access to the template task's board.

Copy flags are strings: "true" copies the item, anything else skips it. When the template task is on another board, only subtasks are copied (without assignees); assignees, labels, watchers, attachments, comments, time tracks and custom fields are copied only within the same board. If assignees are not copied, the stage's default assignees are applied.

http

POST /wp-json/fluent-boards/v2/projects/{board_id}/tasks/{task_id}/task-create-from-template

Parameters

Parameter	Type	Required	Description
`title`	string	Yes	Title of the new task
`board_id`	integer	Yes	Target board ID. Must equal `{board_id}`
`stage_id`	integer	Yes	Target stage ID on that board
`assignee`	string	Yes	`"true"` to copy assignees
`subtask`	string	Yes	`"true"` to copy subtasks and subtask groups
`label`	string	Yes	`"true"` to copy labels
`attachment`	string	Yes	`"true"` to copy attachments
`watcher`	string	No	`"true"` to copy watchers
`comment`	string	No	`"true"` to copy comments and replies
`time_tracking`	string	No	`"true"` to copy time tracks
`custom_field`	string	No	`"true"` to copy custom field values
`recurring`	string	No	`"true"` to copy recurring settings (same board only)

Example Request

bash

curl "https://yourdomain.com/wp-json/fluent-boards/v2/projects/1/tasks/101/task-create-from-template" \
  -X POST \
  -u "USERNAME:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Example Task",
    "board_id": 1,
    "stage_id": 10,
    "assignee": "true",
    "subtask": "true",
    "label": "true",
    "attachment": "false"
  }'

Example Response

task includes board, assignees, labels, watchers and attachments. updatedTasks lists the board's tasks changed in the last minute.

json

{
  "task": {
    "id": 999,
    "board_id": 1,
    "stage_id": 10,
    "title": "Example Task",
    "position": "0.50",
    "assignees": [ { "ID": 1, "display_name": "John Doe" } ],
    "labels": [ { "id": 7, "title": "bug" } ],
    "watchers": [],
    "attachments": []
  },
  "message": "Task has been successfully created",
  "updatedTasks": [ { "id": 999, "stage_id": 10 } ]
}

See Common Error Responses for standard error formats.

Templates ​

Endpoints ​

Board Template Summary Object ​

List Board Templates Pro ​

List Default Templates Pro ​

List User Templates Pro ​

Preview a Board Template Pro ​

Create a Board From a Template Pro ​

Get Task Creation Status Pro ​

Make a Board a Template Pro ​

Update Template Settings Pro ​

Convert a Template to a Board Pro ​

List Template Stages Pro ​

Toggle Stage Template Pro ​

Import Stages From Board ​

List Template Tasks Pro ​

Create a Task From a Template Pro ​

Templates

Endpoints

Board Template Summary Object

List Board Templates Pro

List Default Templates Pro

List User Templates Pro

Preview a Board Template Pro

Create a Board From a Template Pro

Get Task Creation Status Pro

Make a Board a Template Pro

Update Template Settings Pro

Convert a Template to a Board Pro

List Template Stages Pro

Toggle Stage Template Pro

Import Stages From Board

List Template Tasks Pro

Create a Task From a Template Pro