Use the rolling 3-month task period
Apply the 3 Months period using the selected task date basis.
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
Apply the 3 Months period using the selected task date basis. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the task report.
- Under Filter By Date, choose Start Date or Completed Date.
- Under Period, choose 3 Months.
- Apply the filter.
- Verify boundary records around the first and last included dates.
Fields, choices and supported possibilities
Filter By DateStart Date or Completed Date.
Period3 Months
Code-backed validations and workflow rules
- Starts on the first day two months before the current month and ends on the final day of the current month.
- The date condition applies to the selected date-basis field, not both date fields.
Expected result and verification
- Use the rolling 3-month task period 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.
- Confirm the CRM timezone before validating Today, week or month boundaries.