Saved task-filter templates
Create, load, update and delete reusable personal task-filter templates.
8 guides
Advanced Task Filters
Open guide →GuideSave a new task-filter template
Store the current report parameters under a personal template name.
Open guide →GuideLoad a saved task-filter template
Restore a personal template into the report form using its filter ID.
Open guide →GuideUpdate a saved task-filter template
Change the criteria stored under an existing personal template.
Open guide →GuideDelete a saved task-filter template
Remove a personal filter definition without deleting any tasks.
Open guide →GuideUnderstand task-filter template ownership
Know why saved templates are personal to the current staff account.
Open guide →GuideUnderstand task-filter template storage
Understand which data is stored for each personal filter template.
Open guide →GuideReview task-filter template activity logs
Use CRM activity evidence for template creation, updates and deletion.
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