> ## 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.

# Task Templates

> Create and manage reusable task templates with pre-configured titles, descriptions, priorities, and assignments.

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`.

## 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.

## 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.

## Before you start

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

## 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).

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/platform.tsx
  * src/platform/tasks/pages/TaskTemplatesPage.tsx
  * src/platform/tasks/hooks/useTaskTemplates.ts
  * src/platform/tasks/components/TaskTemplateFormDialog.tsx
</Accordion>