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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Task Templates page allows administrators to create, edit, and delete reusable task templates that pre-populate task fields when tasks are created. It is reached at /tasks/templates.

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Overview

The page is wrapped in a PermissionGate for pf.task_templates.view. It displays a card list of templates, each showing name, priority badge, and edit/delete actions (gated by pf.task_templates.manage). Creating or editing a template opens TaskTemplateFormDialog. Deletions are confirmed via toast feedback.

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Who it’s for

Requires pf.task_templates.view to view. Requires pf.task_templates.manage to create, edit, or delete templates. No explicit route-level permission gate — the route at /tasks/templates is accessible to authenticated users.

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Before you start

  • No prerequisites for viewing. Any user with pf.task_templates.view can browse templates.
  • Creating templates requires pf.task_templates.manage.

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Steps

  1. Navigate to Tasks → Templates (/tasks/templates).
  2. Browse the list of existing templates.
  3. Click New Template (requires pf.task_templates.manage) to open the creation form.
  4. Fill in the template fields and save.
  5. Use the pencil icon to edit an existing template.
  6. Use the trash icon to delete a template (confirmed by toast).

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/tasks/pages/TaskTemplatesPage.tsx
  • src/platform/tasks/hooks/useTaskTemplates.ts
  • src/platform/tasks/components/TaskTemplateFormDialog.tsx