Saved task-filter templates

Create, load, update and delete reusable personal task-filter templates.

7 code-backed guidesExact navigationInterlinked workflows

Guides in this workflow

Follow the guide that matches the exact action, filter, menu change or issue.

Store the current report parameters under a personal template name.

Restore a personal template into the report form using its filter ID.

Change the criteria stored under an existing personal template.

Remove a personal filter definition without deleting any tasks.

Know why saved templates are personal to the current staff account.

Understand which data is stored for each personal filter template.

Use CRM activity evidence for template creation, updates and deletion.