Choose Start Date or Completed Date for filtering
Select which task date column receives the period condition and sort order.
Exact navigationAdmin Area → Task Filters → Task Filters
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Select which task date column receives the period condition and sort order. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the task report.
- Locate Filter By Date.
- Choose Start Date to report when work was scheduled to begin, or Completed Date to report when work was completed.
- Choose a period and apply the filter.
- Check that the result order follows the chosen date field ascending.
Fields, choices and supported possibilities
Start DateUses the task startdate column.
Completed DateUses the task datefinished/completed-date path used by the module.
Code-backed validations and workflow rules
- The query orders results by the selected date field in ascending order.
- Open or incomplete tasks may have no completed date and therefore will not match a completed-date period.
Expected result and verification
- Selecting the date basis completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.