Use a custom task date range
Filter the selected task date basis between exact From and To dates.
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
Filter the selected task date basis between exact From and To dates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the report and choose Start Date or Completed Date.
- Set Period to Custom.
- Enter From Date and To Date.
- Apply the filter.
- Verify records on both boundaries are included.
Fields, choices and supported possibilities
From DateStart of the custom range.
To DateEnd of the custom range.
Code-backed validations and workflow rules
- When From and To are the same date, the query uses equality.
- When they differ, the query uses a BETWEEN condition including the supplied boundaries.
Expected result and verification
- The custom date 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.
- Use the CRM date format shown by the form; do not infer a different locale format.