Open the Advanced Task Filters report
Use the exact sidebar path to reach the report builder.
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
Use the exact sidebar path to reach the report builder. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Sign in to the staff administrator area.
- In the left sidebar, open Task Filters.
- Select Task Filters from the expanded menu.
- Confirm the filter controls and task result table are displayed.
Fields, choices and supported possibilities
Sidebar parentTask Filters.
Report childTask Filters.
Menu positionThe source registers the parent at sidebar position 35.
Code-backed validations and workflow rules
- The menu is shown to administrators or staff granted the module View capability.
Expected result and verification
- Opening the report 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.