Troubleshoot an empty task report
One or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows.
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
One or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Reproduce the behaviour with a controlled staff account and known task records.
- Start with All Time and one status, then add relationship, tags, billable, staff and date criteria one at a time.
- Refresh the page and compare the result with the core Tasks workspace.
- Record the outcome before changing permissions or module code.
Fields, choices and supported possibilities
Verified behaviourOne or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows.
Code-backed validations and workflow rules
- One or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows.
Expected result and verification
- Troubleshoot an empty task 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.