Use a custom task date range
Follow this guide to filter the selected task date basis between exact From and To dates. 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
Filter the selected task date basis between exact From and To dates. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the report and choose Start Date or Completed Date.
- Set Period to Custom.
- Enter From Date and To Date.
- Apply the filter.
- Check records on both boundaries are included.
Fields and options to review
From DateStart of the custom range.
To DateEnd of the custom range.
Rules the system enforces
- When From and To are the same date, the query uses equality.
- When they differ, the query uses a BETWEEN condition including the supplied boundaries.
How to confirm it worked
- The custom date report 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.
- Use the CRM date format shown by the form; do not infer a different locale format.
Continue with related guidance
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