Delete a saved task-filter template
Remove a personal filter definition without deleting any tasks. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Task Filters → Task Filter Templates
Before you start
- Verify 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 you’ll accomplish
Remove a personal filter definition without deleting any tasks. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filter Templates.
- Find the template owned by your staff account.
- Select Delete.
- Verify the deletion prompt.
- Check the template disappears from the list.
Fields and options to review
Delete confirmationThe UI asks for confirmation before the request.
EffectDeletes only the saved filter row.
Rules the system enforces
- The delete query is restricted by template ID and current staff ID.
- Deleting a template does not delete tasks or task data.
How to confirm it worked
- Deleting the template 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.
Continue with related guidance
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