> ## Documentation Index > Fetch the complete documentation index at: https://redbark.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Create a checklist template > Makes a reusable checklist, such as "New client onboarding", with its items in order. Each item is a document to upload, a set of questions, or a connect_banks step. Send it to a client with send_checklist. ## OpenAPI ````yaml /openapi/advisor.json post /checklist_templates openapi: 3.1.0 info: title: Redbark Advisor API version: 2.0.0 description: >- Read and write access to one advice firm in Redbark Advisor: clients, checklists, documents, money, messages, reports, team and webhooks. Send an API key or a connected app’s access token as a bearer token. A credential carries scopes, one read and one write per area, and each call says the scope it needs. A write scope brings its read scope. Each key may make 120 requests a minute. servers: - url: https://advisor.redbark.com/api/v1 security: - bearerAuth: [] tags: - name: Firm description: The firm, its name and its branding. - name: Team description: Team members and their roles. - name: Clients description: Clients, their people and portal invites. - name: Checklists description: Checklist templates, the checklists sent to clients and their answers. - name: Documents description: Documents clients upload and the details read from them. - name: Money description: Bank connections, accounts, balances and transactions. - name: Document types description: Document types, their fields and the client facts they fill. - name: Messages description: Messages between the firm and clients. - name: Reports description: Reports exported for clients. - name: Webhooks description: Webhook endpoints and their deliveries. - name: Webhook events description: Events sent to your webhook endpoints. paths: /checklist_templates: post: tags: - Checklists summary: Create a checklist template description: >- Makes a reusable checklist, such as "New client onboarding", with its items in order. Each item is a document to upload, a set of questions, or a connect_banks step. Send it to a client with send_checklist. operationId: create_checklist_template parameters: [] requestBody: required: true content: application/json: schema: type: object properties: name: type: string maxLength: 120 description: anyOf: - anyOf: - type: string maxLength: 300 - type: 'null' - type: 'null' items: anyOf: - type: array items: type: object properties: kind: type: string enum: - document - questions - connect_banks description: >- document asks for a file upload; questions is a short form; connect_banks asks the client to connect their banks through open banking and finishes by itself when they do. title: type: string maxLength: 200 help: anyOf: - anyOf: - type: string maxLength: 300 - type: 'null' description: One line shown under the title. - type: 'null' required: anyOf: - type: boolean description: Default true. - type: 'null' questions: anyOf: - type: array items: type: object properties: key: anyOf: - type: string description: >- A stable key for the answer. Made from the label when left out. - type: 'null' label: type: string maxLength: 200 type: type: string enum: - short - long - date - yes_no - choice - address description: >- short and long are text, date is YYYY-MM-DD, yes_no is a boolean, choice is one of options, address is one line. options: anyOf: - type: array items: type: string maxLength: 100 description: The choices, for a choice question. - type: 'null' fact_key: anyOf: - anyOf: - type: string maxLength: 64 - type: 'null' description: >- The client fact that can fill this answer: a key from list_fact_definitions, such as salary or a firm fact like firm_salary_sacrifice. Worked out from the label when left out. - type: 'null' required: - label - type additionalProperties: true description: 'For a questions item: 1 to 30.' - type: 'null' prefill_from_facts: anyOf: - type: boolean description: >- For a questions item: fill answers from the client’s accepted document facts when there are any. The client can change them. - type: 'null' required: - kind - title additionalProperties: true - type: 'null' required: - name responses: '201': description: Created. content: application/json: schema: $ref: '#/components/schemas/ChecklistTemplate' '400': description: The request is not valid. content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: The API key or access token is missing, wrong, expired or revoked. content: application/json: schema: $ref: '#/components/schemas/Error' '402': description: >- subscription_required: the firm has no active subscription, so it cannot add or invite clients or send checklists. content: application/json: schema: $ref: '#/components/schemas/Error' '403': description: >- The credential lacks the scope this call needs, the call is for admins only, or the member it acts as has left the firm. content: application/json: schema: $ref: '#/components/schemas/Error' '404': description: No such resource in this firm. content: application/json: schema: $ref: '#/components/schemas/Error' '409': description: >- The resource is in a state that does not allow this, such as an archived client, or client_limit_reached: the plan’s 20 active clients are in use. content: application/json: schema: $ref: '#/components/schemas/Error' '413': description: The request body is too large. content: application/json: schema: $ref: '#/components/schemas/Error' '429': description: Too many requests. See the Retry-After header. content: application/json: schema: $ref: '#/components/schemas/Error' '500': description: Something went wrong on our side. Try again. content: application/json: schema: $ref: '#/components/schemas/Error' security: - bearerAuth: - checklists:write components: schemas: ChecklistTemplate: type: object properties: object: type: string enum: - checklist_template id: type: string name: type: string description: anyOf: - type: string - type: 'null' clients: type: number description: Clients that were sent a copy. created_at: type: string description: An ISO 8601 time in UTC. updated_at: type: string description: An ISO 8601 time in UTC. items: type: array items: $ref: '#/components/schemas/ChecklistTemplateItem' required: - object - id - name - description - clients - created_at - updated_at - items additionalProperties: true Error: type: object properties: error: type: object properties: type: type: string enum: - invalid_request_error - authentication_error - permission_error - rate_limit_error - api_error code: type: string message: type: string param: anyOf: - type: string - type: 'null' request_id: type: string required: - type - code - message - param - request_id additionalProperties: true required: - error additionalProperties: true ChecklistTemplateItem: type: object properties: object: type: string enum: - checklist_template_item id: type: string position: type: number kind: type: string enum: - document - questions - connect_banks description: >- document asks for a file upload; questions is a short form; connect_banks asks the client to connect their banks through open banking and finishes by itself when they do. title: type: string help: anyOf: - type: string - type: 'null' required: type: boolean questions: type: array items: $ref: '#/components/schemas/ChecklistQuestion' prefill_from_facts: type: boolean required: - object - id - position - kind - title - help - required - questions - prefill_from_facts additionalProperties: true ChecklistQuestion: type: object properties: key: type: string label: type: string type: type: string enum: - short - long - date - yes_no - choice - address description: >- short and long are text, date is YYYY-MM-DD, yes_no is a boolean, choice is one of options, address is one line. options: anyOf: - type: array items: type: string - type: 'null' fact_key: anyOf: - type: string - type: 'null' required: - key - label - type - options - fact_key additionalProperties: true securitySchemes: bearerAuth: type: http scheme: bearer description: >- A firm API key, shown once when it is made, or a connected app’s OAuth access token. Each operation lists the scope it needs, such as clients:write. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.