Open Task Filter Templates
Open the personal list of saved task report templates.
Exact navigationAdmin Area → Task Filters → Task Filter Templates
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
Open the personal list of saved task report templates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Task Filters in the administrator sidebar.
- Select Task Filter Templates.
- Confirm only templates owned by the signed-in staff account are listed.
- Select a template name to load it into the report workspace.
Fields, choices and supported possibilities
Template listFilter name and available row actions.
OwnershipThe list query is restricted to the current staff ID.
Code-backed validations and workflow rules
- The template screen is not a shared organisation-wide library.
Expected result and verification
- Opening the template list 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.