Use the rolling 12-month task period
Apply the 12 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 12 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 12 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.
Period12 Months
Code-backed validations and workflow rules
- Starts on the first day eleven 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 12-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.