Understand Advanced Task Filters
Understand the two workspaces, supported report criteria and personal-template workflow.
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
Understand the two workspaces, supported report criteria and personal-template workflow. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Task Filters from the administrator sidebar.
- Use the report workspace to select criteria, grouping and hidden/export columns.
- Apply the filter to refresh the result table.
- Save a named template when the same report will be used again.
- Open Task Filter Templates to load, update or delete a template owned by your staff account.
Fields, choices and supported possibilities
Report workspaceBuild and run a task report.
Template workspaceManage saved personal report definitions.
Module version1.0.4.
Code-backed validations and workflow rules
- The module adds report tools; it does not replace the core task list or Kanban views.
- Core task permissions still decide which task rows a staff member can retrieve.
Expected result and verification
- The module overview check 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.