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Drafts API and My Tasks: new section and draft lifecycle docs#422

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Drafts API and My Tasks: new section and draft lifecycle docs#422
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@jeremy jeremy commented Jul 23, 2026

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This adds a new Drafts endpoint to the API, and documents previously-undocumented behavior around drafting and publishing, and around your My Tasks ("Up Next") list.

New endpoint

  • DraftsGET /my/drafts.json returns a paginated list of your unpublished drafts across every draftable type (messages, documents, uploads, and client approvals/correspondences), most recently updated first.

Draft lifecycle for messages and documents

Messages and Documents now spell out how drafting and publishing actually work. This is existing behavior, written down for the first time:

  • Omitting status on a JSON create leaves the record as a draft. It isn't posted and notifies no one. Send status: "active" to publish immediately.
  • Publish an existing draft by updating it with status: "active". A message update merges, so you can publish without resending content. A document update replaces, so you must resend title and content — a status-only update is rejected.
  • Publishing is the one notifying step: it records a single publication event and delivers exactly one notification per recipient. Saving a draft, or editing after publication, notifies no one.

My Tasks

My assignments gains two sections, documenting existing endpoints:

  • Act on assignments — how to assign, complete, and reschedule, and which endpoint applies to each type. To-dos, cards, and card table steps differ: a card is completed by moving it into a done column, and a step is assigned, rescheduled, and completed through its own endpoints rather than its parent card's. It also documents what a partial update keeps versus clears: a card update clears an omitted due_on but leaves other omitted fields unchanged, whereas a step update replaces the step, clearing any of title, due_on, or assignee_ids you omit.
  • Prioritize assignments — the Up Next endpoints to add, remove, and reorder prioritized items: which id to send (including for a card step surfaced under its parent card), and the exact validation responses when reordering.

Corrections

  • Client approvals and client correspondences: the parent.app_url for a client board now renders as the singleton …/client/board rather than …/client/board.<id>. The examples are corrected to match.
  • Card table cards and card table steps: the update docs now state the keep-versus-clear behavior above, and the examples resend the fields that would otherwise be cleared.
  • Schedule entries — a JSON create defaults to active, and a drafted entry is not listed by Get my drafts.
  • README links the new Drafts section.

Synced from bc3 doc/api/ by script/api/sync_to_bc3_api — not a hand-edit.

Copilot AI review requested due to automatic review settings July 23, 2026 20:07

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Pull request overview

Expands the Basecamp API documentation around draftable content and “My Tasks” (Up Next), adding a new Drafts section and clarifying draft/publish lifecycle semantics for messages/documents plus assignment actions/prioritization.

Changes:

  • Add a new Drafts section documenting GET /my/drafts.json and its response semantics.
  • Document draft creation/publishing behavior for Messages and Documents (including differences in update semantics when publishing drafts).
  • Add Act on assignments and Prioritize assignments guidance to My assignments, and note schedule-entry draft behavior.

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Reviewed changes

Copilot reviewed 6 out of 6 changed files in this pull request and generated 2 comments.

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File Description
sections/drafts.md New Drafts documentation including the GET /my/drafts.json endpoint and example response.
sections/messages.md Clarifies message draft default behavior and adds “Publishing a draft” details.
sections/documents.md Clarifies document draft default behavior and adds “Publishing a draft” details (replace vs merge semantics).
sections/my_assignments.md Adds guidance for acting on assignments and managing Up Next priorities, including validation responses.
sections/schedule_entries.md Documents status behavior on create and clarifies schedule-entry drafts are excluded from “Get my drafts”.
README.md Adds the Drafts section to the endpoint index.

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Copilot reviewed 8 out of 8 changed files in this pull request and generated 1 comment.

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sections/my_assignments.md:653

  • This sentence uses “card-table step” (hyphenated) but earlier in the same doc the term is written as “card table steps”. Keep the term consistent throughout this section.
**Note:** these updates replace omitted fields. A to-do update and a card-table step update both clear any field you don't send — including `assignee_ids`, `due_on`, and (for steps) `title` — so resend the current values you want to keep. A card update is the one that preserves omitted `title` and `content`, but even there `due_on` is cleared unless you resend it. In short: to change only assignees or only the due date, echo the record's other current fields in the same request.

sections/my_assignments.md:661

  • Minor terminology consistency: use “card table step” (no hyphen) to match earlier mentions of “card table steps” in this doc.
Identify the item by the **recording id** of the thing that carries the priority, not by the assignment id. For a plain to-do or card that's the item's `id`. For a card-table step shown normalized under its parent card, the item's `id` is the *card's* — use the item's `priority_recording_id` from [Get assignments](#get-assignments) instead, which points at the prioritized step.

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Copilot reviewed 8 out of 8 changed files in this pull request and generated 1 comment.

Comment thread sections/my_assignments.md
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Pull request overview

Copilot reviewed 8 out of 8 changed files in this pull request and generated 1 comment.

Comment thread sections/my_assignments.md
Mirrors doc/api/ from bc3: the new Drafts section (GET /my/drafts.json),
draft/publish lifecycle notes for messages and documents, the My Tasks
(Up Next) assignment and prioritization docs, and the card/step update
clear-on-omit corrections.

Synced from bc3 doc/api/ by script/api/sync_to_bc3_api — not a hand-edit.
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