Review task and related-record links
Follow this guide to open the task and its linked CRM record from the report to verify context. 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 Filters
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 task and its linked CRM record from the report to verify context. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Run a report that includes the required column.
- Go to the task and its linked CRM record from the report to verify context.
- Go to the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields and options to review
Task Name / Related ToDisplayed in the task result table when available and not hidden.
Rules the system enforces
- The related link is built for the supported relationship type; unavailable/deleted source records may not resolve normally.
How to confirm it worked
- Check task and related-record links 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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