Use the rolling 3-month task period
Apply the 3 Months period using the selected task date basis. 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
Apply the 3 Months period using the selected task date basis. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the task report.
- Under Filter By Date, choose Start Date or Completed Date.
- Under Period, choose 3 Months.
- Apply the filter.
- Check boundary records around the first and last included dates.
Fields and options to review
Filter By DateStart Date or Completed Date.
Period3 Months
Rules the system enforces
- Starts on the first day two months before the current month and ends on the final day of the current month.
- The date condition applies to the selected date-basis field, not both date fields.
How to confirm it worked
- Use the rolling 3-month task period 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.
- Verify the CRM timezone before validating Today, week or month boundaries.
Continue with related guidance
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