Open Task Filter Templates
Follow this guide to open the personal list of saved task report templates. 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
Open the personal list of saved task report templates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filters in the administrator sidebar.
- Select Task Filter Templates.
- Verify only templates owned by the signed-in staff account are listed.
- Select a template name to load it into the report workspace.
Fields and options to review
Template listFilter name and available row actions.
OwnershipThe list query is restricted to the current staff ID.
Rules the system enforces
- The template screen is not a shared organisation-wide library.
How to confirm it worked
- Opening the template list 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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