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@cherman23 cherman23 commented Jan 28, 2026

[CRM][Fullstack] - Templates page layout

Changes

Implement a basic outline for the templates page based on Figma designs. This includes a new page at /crm/templates, a TaskCard component, and a useTaskTemplateList hook to retrieve all task templates on the frontend.

On the backend, I created a route GET /api/task-templates which uses the user's auth token for their orgId. This is used to get all task-templates within an organization.

This PR also includes miscellaneous fixes: styling the Search component, adding a link to the template page to the side nav, and creating a Zod schema for Tags.

Notes

I also added a few fixes to account for tags. I updated some routes to handle the new tag data type in the task template routes. I have removed the old tag definition from the task-template services. If @LOTaher would like, I can fix those as well in this ticket.

I also added seed data for tags to account for the new data.

Screenshots

image

Checklist

Please go through all items before requesting reviewers:

  • All commits are tagged with the ticket number
  • No linting errors / newline warnings
  • All code follows repository-configured formatting
  • No merge conflicts
  • All checks passing
  • Screenshots included for UI changes
  • Remove non-applicable sections of this template
  • PR assigned to yourself
  • Reviewers requested & Slack ping sent
  • PR linked to the issue (fill in 'Closes #')
  • If design-related, notify the designer in Slack

Closes

Closes #176

Correct task-template route

Add tag types

correct tag and chips
@cherman23 cherman23 self-assigned this Jan 28, 2026
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@cherman23 cherman23 changed the title 176/templates page 176/Templates Page Jan 28, 2026
@cherman23 cherman23 requested a review from LOTaher January 28, 2026 18:08
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[CRM][Frontend] - Scaffolding Templates Page

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