Delete a saved task-filter template
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Remove a personal filter definition without deleting any tasks.
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 this guide helps you do
Remove a personal filter definition without deleting any tasks. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filter Templates.
- Find the template owned by your staff account.
- Select Delete.
- Verify the deletion prompt.
- Check the template disappears from the list.
Fields and options
Delete confirmationThe UI asks for confirmation before the request.
EffectDeletes only the saved filter row.
Rules and limits
- The delete query is restricted by template ID and current staff ID.
- Deleting a template does not delete tasks or task data.
Check it worked
- Deleting the template 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.
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